Warby Parker Inc. (WRBY) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$24.59 +0.66% NYSE • Public Delayed / 60s Snapshot

Warby Parker Inc. (WRBY) carries a Roarable Rating of C (Hold) with 64/100 RQD Confidence. The underlying business is intact, so current owners don’t need to panic-sell—but mixed big-money flow or rich pricing means new buyers can afford to wait for either a pullback or a B-or-higher upgrade.

ROARABLE C • HOLD / WATCH Cap $3.04B
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
RQD QUANT TACHOMETERHOLD / WATCH • C
025507510064
JEV AI Jury Split (Battleground)
Cash
SEC
Whale
5-PILLAR SNOWFLAKE RADARRw D+ · Rk B+
Cash (10)Whales (10)SEC (16)Macro (16)CEO (12)
Each axis scored 0–20
12M PRICE TARGET CONE+2.7% Base Target
$33 Bull$25 Base$20 Bear
🔴 SUNDAY NIGHT PREP • 7:00 PM ET
WHALE OPTIONS TUG-OF-WAR:57% Call Buyers ($2.6M)
43% PutsMax Pain: $24.00
VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • FY 2025 (10-K)

How WRBY Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$43.7M (5% FCF Margin)
Revenue$871.9MGross Profit $470.6M (54%)Cost of Sales $401.3MOp Profit $0 (0%)OpEx (R&D/SG&A) $470.6MNet Profit$1.6M (0.2%)Tax/Other $0

Multi-Year SEC EDGAR XBRL Revenue, Net Profit & Free Cash Flow Trajectory

■ Revenue■ Net Profit■ Free Cash Flow
FY23
Rev $669.8M
FY24
Rev $771.3M
FY25
Rev $871.9M
Fiscal YearRevenueGross MarginOp MarginNet ProfitFree Cash FlowROIC %
FY 2025$871.9M54%-0.6%$1.6M$43.7M-1.8%
FY 2024$771.3M55.3%-3.9%-$20.4M$34.7M-10%
FY 2023$669.8M44%-10.7%-$63.2M$30.9M-5.6%
🔴 SUNDAY NIGHT PREP • 7:00 PM ETHosted Live by Perry Belcher & Guest Forensic Quant Desk

Red-Light Warning Desk: How Pros Profit When Overhyped Stocks Crack (Featuring WRBY)

  • ✓Live walkthrough of WRBY's RQD Radar, SEC cash-conversion gap & downside levels
  • ✓3 asymmetric Bear/Hedge setups institutions use when 10-year yields stay elevated
  • ✓Includes instant 24/7 email alert whenever any of your stocks flip to Red
RQD INSIDER CLUB UPGRADE$49/YEAR
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WRBY // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +11.26%▼ DESCENDING CHANNEL
2026-10-30O $24.96H $25.02L $23.83C $24.61VOL 2.93M
RES: $28.09SUP: $21.74SMA50: $25.14SMA200: $25.16
$31.61$28.78$25.94$23.11$20.27RES $28.09SUP $21.74$24.612026-04-302026-06-152026-07-312026-09-162026-10-30
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

WRBY Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
48.0%/yr Implied 5Y Growth

vs. +13.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on WRBY today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for WRBY. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for WRBY today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

WRBY Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

How profitable is Warby Parker Inc. (WRBY)?

In FY 2025 (10-K), WRBY converted $871.9M of revenue into a 54% gross margin, 0% operating margin, and $43.7M in free cash flow (5% FCF margin).