Warby Parker Inc-A 2026年季度报告

(Mark One) ☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2026OR ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromtoCommission File Number 001-40825 Warby Parker Inc. (Exact name of registrant as specified in its charter) 80-0423634 Delaware (State or other jurisdiction ofincorporation or organization) (I.R.S. EmployerIdentification Number) 233 Spring Street, 6th Floor EastNew York, New York 10013(646) 847-7215 (Address, including zip code, and telephone number, including area code, of registrant’s principal executive offices) Securities registered pursuant to Section 12(b) of the Act: Trading SymbolName of each exchange on which registered New York Stock Exchange Class A Common Stock, $0.0001 par value per share Indicate by check mark whether the Registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934during the preceding 12 months (or for such shorter period that the Registrant was required to file such reports), and (2) has been subject to such filingrequirements for the past 90 days. Yes☒No☐ Indicate by check mark whether the Registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 ofRegulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the Registrant was required to submit suchfiles). Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company or anemerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company” and “emerging growthcompany” in Rule12b-2 of the Exchange Act. Large accelerated filer☒ Non-accelerated filer☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any newor revised financial accounting standards provided pursuant to Section13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act): Yes☐No☒ As of May 5, 2026, there were approximately 107,094,174 shares of the registrant's Class A common stock, and 15,621,062 shares of the registrant’sClass B common stock outstanding. Table Of Contents Special Note Regarding Forward Looking StatementsPart I. Financial InformationItem 1.Financial StatementsCondensed Consolidated Balance SheetsCondensed Consolidated Statements of Operations and Comprehensive IncomeCondensed Consolidated Statements of Changes in Stockholders’ EquityCondensed Consolidated Statements of Cash FlowsNotes to Condensed Consolidated Financial StatementsItem 2.Management’s Discussion and Analysis of Financial Condition and Results of OperationsItem 3.Quantitative and Qualitative Disclosures About Market RiskItem 4.Controls and ProceduresPart II. Other InformationItem 1.Legal ProceedingsItem 1A.Risk FactorsItem 2.Unregistered Sales of Equity Securities and Use of ProceedsItem 3.Defaults Upon Senior SecuritiesItem 4.Mine Safety DisclosuresItem 5.Other InformationItem 6.ExhibitsSignatures Special Note Regarding Forward Looking Statements This Quarterly Report on Form 10-Q contains forward-looking statements within the meaning of Section 27A of the Securities Act of1933, as amended (the “Securities Act”), and Section 21E of the Securities Exchange Act of 1934, as amended (the “Exchange Act”),which statements involve substantial risk and uncertainties. In some cases, you can identify forward-looking statements because theycontain words such as “anticipate,” “believe,” “contemplate,” “continue,” “could,” “estimate,” “expect,” “intend,” “may,” “plan,” “potential,”“predict,” “project,” “should,” “target,” “will,” or “would” or the negative of these words or other similar terms or expressions. Forward-looking statements contained in this Quarterly Report on Form 10-Q include, but are not limited to, statements about our future resultsof operations and financial position, industry and business trends, general macroeconomic and market trends, business strategy, plans,market growth and our objectives for future operations. You should not rely on forward-looking statements as predictions of future events. We have based the forward-looking statementscontained in this Quarterly Report on Form 10-Q primarily on our current expectations and projections about future events and trendsthat we believe may affect our business, financial condition, and operating results. The outcome of the events described in theseforward-looking statements is subject to risks, uncertainties, and other factors. These risks and uncertainties include our ability tomanage our future growth effectively; our expectations regarding cost of goods