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These statements may relate to, but are not limited to, expectations of future operating results or financial performance, including expectations regarding achieving profitability and our GAAP and non-GAAP guidance for the quarter ending September 30, 2022, and the year ending December 31, 2022; expectations regarding the number of new store openings during the year ending December 31, 2022; management's plans, priorities, initiatives, and strategies; and expectations regarding growth of our business. Forward-looking statements are inherently subject to risks and uncertainties, some of which cannot be predicted or quantified. In some cases, you can identify forward-looking statements because they contain words such as “anticipate,” “believe,” “con template,” “continue,” “could,” “estimate,” “expect,” “intend,” “may,” “plan,” “potential,” “predict,” “project,” “should,” “target,” “toward,” “will,” or “would,” or the negative of these words or other similar terms or expressions. You should not put undue reliance on any forward-looking statements. Forward-looking statements are based on information available at the time those statements are made and are based on current expectations, estimates, forecasts, and projections as well as the beliefs and assumptions of management as of that time with respect to future events. These statements are subject to risks and uncertainties, many of which involve factors or circumstances that are beyond our control, that could cause actual performance or results to differ materially from those expressed in or suggested by the forward-looking statements. Additional information regarding these and other risks and uncertainties is included in our Annual Report on Form 10-K for the year ended December 31, 2021. Forward-looking statements should not be read as a guarantee of future performance or results. 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Reconciliations to the most directly comparable financial measure calculated and presented in accordance with GAAP are provided in the appendix to this presentation. 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24 months: 48%, 49%, 50%, 50%, 47%; 36 months: 73%, 75%, 75%, 77%; 48 months: 97%, 98%, 100%", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:02:07.959+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "99c88cef-c0d8-4c16-8a1d-0af3551c455b", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.05, "x": 0.06, "y": 0.276 }, "kind": "list", "text": "2015, 2016, 2017, 2018, 2019, 2020, 2021", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:02:07.959+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "902515cb-732f-4e75-8d17-f37b48184575", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.899, "x": 0.049, "y": 0.935 }, "kind": "source-note", "text": "Note: Sales retention based on customer cohort sales order value and months since initial purchase. (1) 2021 cohort reflects the Q1 2021 and Q2 2021 new customer cohorts only, as these cohorts were the only cohorts from 2021 with a full 12 months of retention data available as of 6/30/2022.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. 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The non-GAAP measures as defined by the Company may not be comparable to similar non-GAAP measures presented by other companies. The presentation of such measures, which may include adjustments to exclude unusual or non-recurring items, should not be construed as an inference that the Company's future results will be unaffected by other unusual or nonrecurring items. The Company uses \"adjusted EBITDA\", \"adjusted EBITDA margin\", \"adjusted net income\", \"adjusted COGS\", \"adjusted SG&A\", \"adjusted earnings per share\" to provide useful supplemental measures that assist in evaluating its ability to generate earnings, provide consistency and comparability with its past financial performance and facilitate period-to-period comparisons of its core operating results as well as the results of its peer companies.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:02:15.028+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9d359611-89b9-41c0-a0d0-961e35615895", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.92, "x": 0.04, "y": 0.7 }, "kind": "list", "text": "Sales Retention Rate is defined as the sales order value attributable to a given customer cohort as a percentage of the total sales order value attributable to the same customer cohort during the initial measurement period. The initial measurement period represents the initial purchase for each customer in a given customer cohort.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:02:15.028+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3d1f3143-8e15-4b89-b05d-631007fda1b1", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.92, "x": 0.04, "y": 0.94 }, "kind": "list", "text": "Annualized Revenue Per Store is defined as total retail revenue in a given period divided by the average stores open in that period, multiplied by 4 (if quarterly figure) or 12 (if monthly figure).", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:02:15.028+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "41272640-c37f-4eee-865e-41303b904fe8", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.92, "x": 0.04, "y": 0.82 }, "kind": "list", "text": "Average Revenue Per Customer is defined as net revenue for a given period divided by the number of Active Customers as of the end of that same period.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:02:15.028+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "44f68516-d41b-4cd5-8006-97ce00e5f5e6", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.92, "x": 0.04, "y": 0.58 }, "kind": "list", "text": "Average Order Value (\"AOV\") is defined as the sum of the total net revenues in a given period divided by the total orders placed in that period. 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Acquisition costs is defined as total media spend plus Home Try-On costs in a given period. Home Try-On costs include customer shipping, consumable, and product fulfillment costs related to the program.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:02:15.028+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7f783742-976a-4b54-98b2-7f9601bd2482", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.92, "x": 0.04, "y": 0.86 }, "kind": "list", "text": "Average Sales Per Square Foot is a measure that applies to a subset of our retail stores that have been open for 12 months or more and were also open each month during the measurement period (other than for temporary closures in the ordinary course of business, such as for inclement weather). For this subset of retail stores, Average Sales Per Square Foot is an average of each retail store's sales divided by selling square feet per retail store. Selling square feet refers to the square feet within our retail stores that are used to generate sales and excludes storage space and other non-sales generating square feet.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:02:15.028+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a4bfe014-915f-4f82-b417-8d40439a3ae1", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.92, "x": 0.04, "y": 0.53 }, "kind": "list", "text": "Active Customers is defined as unique customer accounts that have made at least one purchase in the preceding 12-month period. The Company calculates \"net revenues per active customer\" as the sum of the total net revenues in the preceding 12-month period divided by the current period Active Customers.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:02:15.028+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bfc4670d-5944-4738-a464-13319923194f", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.92, "x": 0.04, "y": 0.63 }, "kind": "list", "text": "Four-Wall Margin is a measure that applies to a subset of our retail stores that have been open for 12 months or more and were also open each month during the measurement period (other than for temporary closures in the ordinary course of business, such as for inclement weather and ordinary course repairs). For this subset of retail stores, Four-Wall Margin is an average of each retail store's sales less cost of sales including occupancy, store labor and store operating expenses, divided by average sales per retail store.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:02:15.028+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "daa0b67d-1676-4088-a939-c92cad115750", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.92, "x": 0.04, "y": 0.31 }, "kind": "paragraph", "text": "The Company calculates \"adjusted EBITDA\" as net income (loss) before interest and other income, taxes, and depreciation and amortization as further adjusted for stock-based compensation expense and related employer payroll taxes, non-cash charitable donations, and non-recurring costs such as direct listing or other transaction costs. Adjusted EBITDA margin is defined as Adjusted EBITDA divided by net revenue.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:02:15.028+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5958feac-c679-460e-94b0-6f3f79d11eb8", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.92, "x": 0.04, "y": 0.46 }, "kind": "paragraph", "text": "The Company calculates \"adjusted SG&A\" as SG&A adjusted for stock-based compensation expense and related employer payroll taxes, non-cash charitable donations, and non-recurring costs such as direct listing or other transaction costs.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:02:15.028+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "71017b71-33b3-473d-abe2-f8eee25110e0", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.92, "x": 0.04, "y": 0.43 }, "kind": "paragraph", "text": "The Company calculates \"adjusted COGS\" as cost of goods sold adjusted for stock-based compensation expense and related employer payroll taxes. The Company calculates adjusted gross profit as net revenue minus adjusted COGS.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:02:15.028+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7681ad7a-cb5b-49a3-a276-4499444c42e6", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.92, "x": 0.04, "y": 0.37 }, "kind": "paragraph", "text": "The Company calculates \"adjusted net income\" as net income (loss) adjusted for stock-based compensation expense and related employer payroll taxes, non-cash charitable donations, and non-recurring costs such as direct listing or other transaction costs, and as further adjusted for estimated income tax on such adjusted items. The Company calculates \"adjusted earnings per share\" as adjusted net income divided by diluted shares outstanding.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:02:15.028+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9c2edda0-025d-400f-b43d-bc406c91027c", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.8, "x": 0.04, "y": 0.5 }, "kind": "paragraph", "text": "The Company has also included in this presentation the following metrics which are operational and business metrics that are important to understanding Company performance:", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:02:15.028+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c2e92616-90ee-48fb-aafc-618382ad3842", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.64, "x": 0.18, "y": 0.11 }, "kind": "title", "text": "NON-GAAP FINANCIAL MEASURES AND KEY OPERATING METRICS", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:02:15.028+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "216d76eb-5713-4a49-a210-b95431f21c88", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 23, "type": "setup", "function": "decompose_segments", "rawType": "revenue_buildup", "block": null, "metadata": { "slideType": "revenue_buildup", "slideTypeCanon": { "name": "Revenue buildup", "slug": "revenue_buildup", "status": "active", "canonId": "019de52d-0acd-70b8-a81d-62d89840409b", "version": 1, "description": null }, "function": "decompose_segments", "functionCanon": { "name": "Decompose segments", "slug": "decompose_segments", "status": "active", "canonId": "019de52d-14f1-74f8-be75-beb0be1135ec", "version": 1, "description": null }, "density": "dense", "densityScore": 64, "componentCount": 4, "textChars": 1502, "nDataPoints": 28, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:02:09.918+00", "seconds": 5.542, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-f6b2-77ab-8649-4248b2669469/23", "deck": "/decks/019de513-f6b2-77ab-8649-4248b2669469", "deckAnchor": "/decks/019de513-f6b2-77ab-8649-4248b2669469#slide-23", "deckJson": "/decks/019de513-f6b2-77ab-8649-4248b2669469.json" }, "components": [ { "bbox": { "h": 0.07, "w": 0.79, "x": 0.09, "y": 0.88 }, "kind": "source-note", "text": "(1) Represents expenses related to the Company's equity-based compensation programs and related employer payroll taxes, which may vary significantly from period to period depending upon various factors including the timing, number, and the valuation of awards granted, vesting of awards including the satisfaction of performance conditions, and the impact of repurchases of awards from employees. For the three and six months ended June 30, 2022, the amount includes $0.1 million and $0.3 million of employer payroll costs associated with releases of RSUs and option exercises, respectively.\n(2) Represents charitable expense recorded in connection with the donation of 178,572 shares of Class A common stock to the Warby Parker Impact Foundation in May 2022.\n(3) Represents (i) costs directly attributable to the preparation for our Direct Listing and (ii) expenses incurred in connection with the cash tender offer completed in June 2021.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:02:09.918+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0070a862-91b5-44d0-8a6e-e6e605529ea5", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.23, "x": 0.09, "y": 0.3 }, "kind": "subtitle", "text": "All numbers in thousands, unaudited", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:02:09.918+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8321d256-36ae-4ae2-a75c-779049e7ac3e", "parentComponentId": null }, { "bbox": { "h": 0.57, "w": 0.83, "x": 0.08, "y": 0.24 }, "kind": "table", "text": "Net loss ($32,166) ($10,307) ($66,299) ($7,295)\nAdjusted to exclude the following:\nInterest and other income, net 38 440 (108) 306\nProvision for income taxes 47 1,059 586 1,202\nDepreciation and amortization expense 7,880 5,118 15,017 9,823\nStock-based compensation expense (1) 26,867 10,409 54,244 11,670\nNon-cash charitable donation (2) 3,270 - 3,270 -\nTransaction costs (3) - 4,091 - 4,369\nAdjusted EBITDA $5,936 $10,810 $6,710 $20,075\nAdjusted EBITDA margin 4.0% 8.2% 2.2% 7.4%", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:02:09.918+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6852957b-b050-47ab-991d-3d669194f749", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.48, "x": 0.26, "y": 0.11 }, "kind": "title", "text": "RECONCILIATION OF ADJUSTED EBITDA TO NET INCOME", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:02:09.918+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3e7eeb0a-4c3f-4de0-a9bd-600da368c8ca", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 24, "type": "setup", "function": "summarize", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 75, "componentCount": 5, "textChars": 1241, "nDataPoints": 108, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:02:12.131+00", "seconds": 7.259, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-f6b2-77ab-8649-4248b2669469/24", "deck": "/decks/019de513-f6b2-77ab-8649-4248b2669469", "deckAnchor": "/decks/019de513-f6b2-77ab-8649-4248b2669469#slide-24", "deckJson": "/decks/019de513-f6b2-77ab-8649-4248b2669469.json" }, "components": [ { "bbox": { "h": 0.349, "w": 0.44, "x": 0.086, "y": 0.54 }, "kind": "table", "text": "ADJUSTED\nThree Months Ended June 30\nUnaudited, in thousands\nNet Revenue\nAdjusted Gross Profit\n% of Revenue\nAdjusted SG&A\n% of Revenue\nAdjusted Net (Loss) Income\n% of Revenue\nAdjusted EBITDA\n2022\n$149,624\n$86,582\n57.9%\n$88,526\n59.2%\n($1,389)\n(0.9%)\n$5,936\n2021\n$131,560\n$78,053\n59.3%\n$72,361\n55.0%\n$3,680\n2.8%\n$10,810\n2022 vs. 2021\n13.7%\n10.9%\n(146 bps)\n22.3%\n416 bps\n(137.7%)\n(372 bps)\n(45.1%)", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:02:12.131+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0f426996-0807-458d-987a-4113b19f472f", "parentComponentId": null }, { "bbox": { "h": 0.326, "w": 0.384, "x": 0.53, "y": 0.176 }, "kind": "table", "text": "AS REPORTED\nSix Months Ended June 30\n2022\n$302,842\n$175,993\n58.1%\n$241,814\n79.8%\n($66,299)\n(21.9%)\n2021\n$270,553\n$161,834\n59.8%\n$167,621\n62.0%\n($7,295)\n(2.7%)\n2022 vs. 2021\n11.9%\n8.7%\n(171 bps)\n44.3%\n1,789 bps\n808.8%\n(1,920 bps)", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:02:12.131+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1b5be645-706d-4426-a6fc-439e30511711", "parentComponentId": null }, { "bbox": { "h": 0.349, "w": 0.384, "x": 0.53, "y": 0.54 }, "kind": "table", "text": "ADJUSTED\nSix Months Ended June 30\n2022\n$302,842\n$176,463\n58.3%\n$184,770\n61.0%\n($5,744)\n(1.9%)\n$6,710\n2021\n$270,533\n$161,834\n59.8%\n$151,582\n56.0%\n$6,968\n2.6%\n$20,075\n2022 vs. 2021\n11.9%\n9.0%\n(155 bps)\n21.9%\n498 bps\n(182.4%)\n(447 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"source-note", "text": "(1) Represents expenses related to the Company's equity-based compensation programs and related employer payroll taxes, which may vary significantly from period to period depending on various factors including the timing, number, and\nvaluation of awards granted, vesting of awards including the satisfaction of performance conditions, and the impact of repurchases of awards from employees.\n(2) Represents charitable expense recorded in connection with the donation of 178,572 shares of Series A common stock to the Warby Parker Impact Foundation in each of August 2021 and May 2022.\n(3) Represents (i) costs directly attributable to the preparation for our Direct Listing and (ii) expenses incurred in connection with the cash tender offer completed in June 2021.", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / 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