Warby Parker公司（WRBY.US）：2026年全球消费与零售大会——要点

Management's core message centered on the transformational potential of Intelligent Eyewear, which it described as the beginning of Warby Parker's Act 3 and a new AI-enabled growth chapter for the company. That said, management acknowledged that optical category conditions remain pressured, with 2Q industry unit trends deteriorating vs. 1Q, including lower unit sales across frames, lenses, eye exams and sunglasses. Management emphasized that Warby remains early in penetrating several large growth opportunities, including Intelligent Eyewear, eye exams, insurance, and broader customer awareness. Eye exams grew 30% Y/Y in 2Q and represent 7% of Warby Parker's business vs. 10%-15% for the eyewear industry, while insurance penetration remains in the mid-teens vs. two-thirds of the category. Longer term, management reiterated confidence in its low-to-mid teens revenue growth algorithm and path to 20% EBITDA margins, expecting more margin tailwinds than headwinds in 2027, though the 2026 tar