{ "schemaVersion": "deck-intelligence.v1", "id": "019de514-b397-73cf-beb6-e9383d16d699", "slug": "a2bdaf0c152f948c3e7966156a0ceb06", "title": "Warby Parker | Results Presentation Deck | 28 slides", "subtitle": "Warby Parker · 2022-11", "author": "Warby Parker", "date": "2022-11-01 00:00:00", "pageCount": 28, "kind": "conference-presentation", "orientation": "landscape", "aspectRatio": 1.7794254, "document": { "id": "019de514-b397-73cf-beb6-e9383d16d699", "slug": "a2bdaf0c152f948c3e7966156a0ceb06", "title": "Warby Parker | Results Presentation Deck | 28 slides", "rawTitle": "Warby Parker | Results Presentation Deck | 28 slides", "authorId": "warby-parker", "authorName": "Warby Parker", "authorDisplay": "Warby Parker", "kind": { "slug": "conference-presentation", "label": "Conference presentation" }, "sourceType": { "slug": "investor_relations", "label": "Investor relations" }, "fileName": "2022-11__warby-parker__results__a2bdaf0c.pdf", "sourceUrl": "https://www.slidebook.io/company/warby-parker/presentation/a2bdaf0c152f948c3e7966156a0ceb06/", "sourceDate": "2022-09-30 00:00:00", "presentationDate": "2022-11-01 00:00:00", "ingestedAt": "2026-05-01 19:47:12.494956+00", "status": "ready", "pageCount": 28, "orientation": "landscape", "aspectRatio": 1.7794254, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": "medical-instruments-and-supplies", "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2022-11__warby-parker__results__a2bdaf0c", "image_width": 1920, "image_format": "jpg", "deck_type_raw": "Results Presentation Deck", "deck_type_slug": null, "source_url_pattern": "https://www.slidebook.io/company/{company_slug}/presentation/{deck_id}/" } }, "coverage": { "pageCount": 28, "pagesIndexed": 28, "pagesWithImages": 28, "pagesWithMetadata": 28, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 126, "chartCount": 15, "metricSlides": 0, "toolMatches": 3, "documentToolMatches": 0, "frameworkMatches": 0, "arcMatches": 1, "beatMatches": 4, "loopMatches": 2, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": false, "reviewAvailable": false, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "43b3ae1c-226c-400a-8cd9-89e429167e47", "evidence": "The deck follows a structured format, starting with an overview, then financial highlights, and ending with supplemental details", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 23:05:28.067316+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 5, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 4, "name": "Problem", "beatId": "bab6979b-ec41-4ca0-a99f-1ccea8bf5d33", "matchId": "43b3ae1c-226c-400a-8cd9-89e429167e47", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The deck presents Warby Parker's current financial situation", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 10, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 5, "name": "Financials", "beatId": "6bf53233-bdd3-4d5d-b27f-5d94226534b6", "matchId": "43b3ae1c-226c-400a-8cd9-89e429167e47", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The deck provides detailed financial information, including net revenue and adjusted EBITDA performance", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 12, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 12, "name": "Solution", "beatId": "2aedcf7b-caa6-44f1-ab32-0e2e40f160ea", "matchId": "43b3ae1c-226c-400a-8cd9-89e429167e47", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The deck presents Warby Parker's growth strategy, including expanding retail footprint", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 20, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 19, "name": "Market Size", "beatId": "13685466-aa0f-41ea-b43b-b7f3f1e79960", "matchId": "43b3ae1c-226c-400a-8cd9-89e429167e47", "beatType": { "name": "Market Size", "slug": "sequoia-pitch-market-size", "status": "active", "canonId": "019dd9b8-20e6-729c-bc28-05442906d032", "version": 1, "description": null }, "evidence": "The deck provides information on Warby Parker's revenue buildup and sales retention rates", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 10, "from": 5, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null, "categoryName": "Urgency", "categorySlug": "urgency" }, "matchId": "76af54e0-a2ae-4cbe-9ebd-c5a55162631f", "evidence": "The deck presents financial details to demonstrate Warby Parker's growth potential", "position": 0, "objective": "Highlight the importance of Warby Parker's financial performance", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:05:28.267741+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 12, "from": 12, "loop": { "name": "50_pareto_focus", "slug": "50-pareto-focus", "status": "active", "bestFor": "Resource allocation, problem prioritization, efficiency improvements", "canonId": "019dd956-7a54-7637-bf68-bb63e3f018c7", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full Distribution -> The Vital Few (20%) -> The Trivial Many (80%) -> Focus Recommendation", "description": "Show that 80% of results come from 20% of causes to drive prioritization", "familyLabel": null, "categoryName": "Consulting Framework", "categorySlug": "consulting-framework" }, "matchId": "12d6b103-3da7-4cff-a3a9-0950868da17c", "evidence": "The deck highlights Warby Parker's plans for expanding retail footprint", "position": 1, "objective": "Emphasize Warby Parker's growth strategy", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:05:28.306247+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "0bc8507a-702e-4a33-a806-6905c4f4fe02", "evidence": "list/numbered: 1. Our sales represent just 1% of the $44 billion U.S. eyewear market", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:39:17.931826+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "a89e0c07-27a9-45f3-af08-fd035e71cd84", "evidence": "RECONCILIATION OF ADJUSTED EBITDA TO NET INCOME", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:39:18.730307+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 26, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "8bde84a3-7eaa-4ae2-b928-7210a6520efe", "evidence": "RECONCILIATION OF NON-GAAP MEASURES", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:39:18.799487+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 27, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "patterns": [] }, "storymakers": null, "score": null, "review": null, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/zMC9tIqs6ojbl5anP5ZWu3YAQpuw4DZigqLce1BLET8/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9hMmJkYWYwYzE1MmY5NDhjM2U3OTY2MTU2YTBjZWIwNi9wMDAxLmpwZw", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 22, "componentCount": 3, "textChars": 172, "nDataPoints": 1, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:17:09.382+00", "seconds": 3.324, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-b397-73cf-beb6-e9383d16d699/1", "deck": "/decks/019de514-b397-73cf-beb6-e9383d16d699", "deckAnchor": "/decks/019de514-b397-73cf-beb6-e9383d16d699#slide-1", "deckJson": "/decks/019de514-b397-73cf-beb6-e9383d16d699.json" }, "components": [ { "bbox": { "h": 0.017, "w": 0.182, "x": 0.409, "y": 0.11 }, "kind": "image", "text": "WARBY PARKER", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:17:09.382+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "34d7adc2-ad9a-4b41-a9a5-a8af33494a0d", "parentComponentId": null }, { "bbox": { "h": 0.102, "w": 0.262, "x": 0.369, "y": 0.776 }, "kind": "list", "text": "Speakers:\nDAVE GILBOA | Co-Founder & Co-CEO\nNEIL BLUMENTHAL | Co-Founder & Co-CEO\nSTEVE MILLER | SVP & Chief Financial Officer", "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": "2026-05-02 09:17:09.382+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3d9a479e-8a93-4e10-8a39-7911290a73a7", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.7, "x": 0.15, "y": 0.276 }, "kind": "title", "text": "THIRD QUARTER\n2022 EARNINGS\nREPORT", "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": "2026-05-02 09:17:09.382+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "708384dc-e6ff-448d-9afd-bce4d3200908", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/YI_Azsb-7qpUw8OADFCxW6IfwQPXeOFn_Zf2n8Z6YWk/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9hMmJkYWYwYzE1MmY5NDhjM2U3OTY2MTU2YTBjZWIwNi9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/ZG6yzthBx6o2iEBmMo8l31bhR9MIEAFnYzzxcMMBPSk/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9hMmJkYWYwYzE1MmY5NDhjM2U3OTY2MTU2YTBjZWIwNi9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/zsEQFqsts_YWqMm7PShpgFRJ8qQqdvS82LrTUzn3jv8/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9hMmJkYWYwYzE1MmY5NDhjM2U3OTY2MTU2YTBjZWIwNi9wMDAxLnBuZw" }, { "page": 2, "type": "setup", "function": "front_matter", "rawType": "disclaimer", "block": null, "metadata": { "slideType": "disclaimer", "slideTypeCanon": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "019de52d-0801-727b-b98a-5ed095aeee78", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "dense", "densityScore": 56, "componentCount": 4, "textChars": 2960, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:17:12.93+00", "seconds": 6.118, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-b397-73cf-beb6-e9383d16d699/2", "deck": "/decks/019de514-b397-73cf-beb6-e9383d16d699", "deckAnchor": "/decks/019de514-b397-73cf-beb6-e9383d16d699#slide-2", "deckJson": "/decks/019de514-b397-73cf-beb6-e9383d16d699.json" }, "components": [ { "bbox": { "h": 0.509, "w": 0.913, "x": 0.043, "y": 0.215 }, "kind": "disclaimer", "text": "This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These statements may relate to, but are not limited to, expectations of future operating results or financial performance, including expectations regarding achieving profitability, delivering stakeholder value, growing market share, and our GAAP and non-GAAP guidance for the quarter and 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,\" \"contemplate,\" \"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. Except as required by law, we do not undertake any obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future developments, or otherwise.", "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": "2026-05-02 09:17:12.93+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7887287b-f8e3-4d15-ad44-6f93a9d4142a", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.913, "x": 0.043, "y": 0.734 }, "kind": "disclaimer", "text": "In addition, this presentation contains certain \"non-GAAP financial terms.\" The non-GAAP measures are presented for supplemental informational purposes only. Reconciliations to the most directly comparable financial measure calculated and presented in accordance with GAAP are provided in the appendix to this presentation. Although we provide forecasts for certain non-GAAP financial measures, we are not able to forecast the most directly comparable measures calculated and presented in accordance with GAAP without unreasonable efforts due to the uncertainty and potential variability of the reconciling items.", "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": "2026-05-02 09:17:12.93+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eeb3f41c-dee9-4d8e-bd98-53dfa8f7723a", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.086, "x": 0.043, "y": 0.93 }, "kind": "source-note", "text": "WARBY PARKER", "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": "2026-05-02 09:17:12.93+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fa72d2b6-7b2a-40f2-934f-4f9ce0f9c265", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.581, "x": 0.209, "y": 0.11 }, "kind": "title", "text": "FORWARD-LOOKING STATEMENTS / NON-GAAP FINANCIAL MEASURES", "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": "2026-05-02 09:17:12.93+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "084b6baa-cd1e-4088-96fa-f94d97952e72", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 3, "type": "appendix", "function": "establish_context", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "sparse", "densityScore": 16, "componentCount": 3, "textChars": 138, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:17:10.214+00", "seconds": 3.298, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-b397-73cf-beb6-e9383d16d699/3", "deck": "/decks/019de514-b397-73cf-beb6-e9383d16d699", "deckAnchor": "/decks/019de514-b397-73cf-beb6-e9383d16d699#slide-3", "deckJson": "/decks/019de514-b397-73cf-beb6-e9383d16d699.json" }, "components": [ { "bbox": { "h": 0.999, "w": 0.501, "x": 0.001, "y": 0.001 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:17:10.214+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2a9c8a85-f11c-4fb2-93af-6a2f0dba5649", "parentComponentId": null }, { "bbox": { "h": 0.469, "w": 0.349, "x": 0.589, "y": 0.239 }, "kind": "paragraph", "text": "SINCE OUR\nFOUNDING, WE'VE\nPIONEERED IDEAS,\nDESIGNED PRODUCTS,\nAND DEVELOPED\nTECHNOLOGIES THAT\nHELP PEOPLE SEE.", "attrs": {}, "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": "2026-05-02 09:17:10.214+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7d3c3ba6-d058-4fe0-80b4-4a3e785f1c4d", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.159, "x": 0.533, "y": 0.93 }, "kind": "source-note", "text": "Chloe Sevigny x Warby Parker", "attrs": {}, "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": "2026-05-02 09:17:10.214+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4d45f1de-f36d-46cd-8b8b-dd1ab37e6f46", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 4, "type": "setup", "function": "establish_context", "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": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "dense", "densityScore": 54, "componentCount": 4, "textChars": 605, "nDataPoints": 6, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:17:11.263+00", "seconds": 4.347, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-b397-73cf-beb6-e9383d16d699/4", "deck": "/decks/019de514-b397-73cf-beb6-e9383d16d699", "deckAnchor": "/decks/019de514-b397-73cf-beb6-e9383d16d699#slide-4", "deckJson": "/decks/019de514-b397-73cf-beb6-e9383d16d699.json" }, "components": [ { "bbox": { "h": 0.69, "w": 0.41, "x": 0.54, "y": 0.14 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:17:11.263+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "132fabb5-f262-458e-977c-6850c25cf990", "parentComponentId": null }, { "bbox": { "h": 0.56, "w": 0.39, "x": 0.077, "y": 0.245 }, "kind": "list", "text": "1. Our sales represent just 1% of the $44 billion U.S. eyewear market\n2. We maintain a best-in-class NPS of 80+, with low unaided brand awareness of less than 15%\n3. We helped pioneer the vertically integrated, direct-to-consumer model\n4. Warby Parker has 190 stores(1) out of 41,000 optical shops in the U.S.\n5. We are evolving from a glasses-only product offering into a holistic vision care company\n6. Our ultimate objective is vision for all, which is why for every pair of glasses or sunglasses sold, a pair of glasses is distributed to someone in need", "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": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:17:11.263+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d7c731de-472c-4677-afd2-275461c8975a", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.16, "x": 0.128, "y": 0.929 }, "kind": "source-note", "text": "(1) Includes 4 stores in Canada.", "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": "2026-05-02 09:17:11.263+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b2f0a6d6-cda4-43dd-834d-88faa386313d", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.32, "x": 0.123, "y": 0.096 }, "kind": "title", "text": "COMPANY OVERVIEW", "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": "2026-05-02 09:17:11.263+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "54184137-6336-4e13-b31e-6e0efad4d94e", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "0bc8507a-702e-4a33-a806-6905c4f4fe02", "evidence": "list/numbered: 1. Our sales represent just 1% of the $44 billion U.S. eyewear market", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:39:17.931826+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 5, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 4, "name": "Problem", "beatId": "bab6979b-ec41-4ca0-a99f-1ccea8bf5d33", "matchId": "43b3ae1c-226c-400a-8cd9-89e429167e47", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The deck presents Warby Parker's current financial situation", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 5, "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": 85, "componentCount": 10, "textChars": 571, "nDataPoints": 8, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:17:15.272+00", "seconds": 7.035, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-b397-73cf-beb6-e9383d16d699/5", "deck": "/decks/019de514-b397-73cf-beb6-e9383d16d699", "deckAnchor": "/decks/019de514-b397-73cf-beb6-e9383d16d699#slide-5", "deckJson": "/decks/019de514-b397-73cf-beb6-e9383d16d699.json" }, "components": [ { "bbox": { "h": 0.19, "w": 0.202, "x": 0.279, "y": 0.248 }, "kind": "metric", "text": "8.3% NET REVENUE GROWTH", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:17:15.272+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1520061a-a1ab-421e-ac24-cb5c535d9475", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.202, "x": 0.279, "y": 0.502 }, "kind": "metric", "text": "190 STORES", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:17:15.272+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4c209b4d-25f8-455a-ab62-bf0e52625ae7", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.202, "x": 0.498, "y": 0.248 }, "kind": "metric", "text": "2.26M ACTIVE CUSTOMERS", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:17:15.272+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5980a9b5-1827-49be-a4f3-34e3012c8a60", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.202, "x": 0.717, "y": 0.248 }, "kind": "metric", "text": "$258 AVERAGE REVENUE PER CUSTOMER (1)", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:17:15.272+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6dd68037-7a7b-4ef8-a92f-60435e9d08f7", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.202, "x": 0.717, "y": 0.502 }, "kind": "metric", "text": "8.0% ADJUSTED EBITDA MARGIN (3)", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:17:15.272+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8e33a256-39a7-4fc7-9f8a-3b13b1029ede", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.202, "x": 0.06, "y": 0.502 }, "kind": "metric", "text": "81 NET PROMOTER SCORE (2)", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:17:15.272+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9554c8c0-b803-4395-9a49-0281a15a7ee9", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.202, "x": 0.06, "y": 0.248 }, "kind": "metric", "text": "$149M NET REVENUE", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:17:15.272+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c7ebbc9a-7143-4d50-aaf1-8ecbcb6a8389", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.202, "x": 0.498, "y": 0.502 }, "kind": "metric", "text": "$11.9M ADJUSTED EBITDA (3)", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:17:15.272+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cc8f0b12-516c-4fcf-ac3b-6c112f6732db", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.879, "x": 0.038, "y": 0.853 }, "kind": "source-note", "text": "(1) Defined as net revenue for the trailing twelve-month period divided by the number of Active Customers as of the end of that same period.\n(2) Net Promoter Score is calculated on a trailing twelve-month basis weighted for the number of responses received.\n(3) Non-GAAP financial term. See appendix for reconciliation of non-GAAP measures.", "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": "2026-05-02 09:17:15.272+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9f839390-538a-4365-ad8e-ea2dde31a7a2", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.406, "x": 0.297, "y": 0.11 }, "kind": "title", "text": "THIRD QUARTER 2022: FINANCIAL HIGHLIGHTS", "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": "2026-05-02 09:17:15.272+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7d139376-943a-46a9-8c54-5a5435ba261f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 5, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 4, "name": "Problem", "beatId": "bab6979b-ec41-4ca0-a99f-1ccea8bf5d33", "matchId": "43b3ae1c-226c-400a-8cd9-89e429167e47", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The deck presents Warby Parker's current financial situation", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 10, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 5, "name": "Financials", "beatId": "6bf53233-bdd3-4d5d-b27f-5d94226534b6", "matchId": "43b3ae1c-226c-400a-8cd9-89e429167e47", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The deck provides detailed financial information, including net revenue and adjusted EBITDA performance", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 10, "from": 5, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "76af54e0-a2ae-4cbe-9ebd-c5a55162631f", "evidence": "The deck presents financial details to demonstrate Warby Parker's growth potential", "position": 0, "objective": "Highlight the importance of Warby Parker's financial performance", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:05:28.267741+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 6, "type": "appendix", "function": "illustrate_case", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "illustrate_case", "functionCanon": { "name": "Illustrate case", "slug": "illustrate_case", "status": "active", "canonId": "019de52d-13b4-772c-bb73-1873612a7463", "version": 1, "description": null }, "density": "sparse", "densityScore": 21, "componentCount": 4, "textChars": 70, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:17:12.095+00", "seconds": 3.615, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-b397-73cf-beb6-e9383d16d699/6", "deck": "/decks/019de514-b397-73cf-beb6-e9383d16d699", "deckAnchor": "/decks/019de514-b397-73cf-beb6-e9383d16d699#slide-6", "deckJson": "/decks/019de514-b397-73cf-beb6-e9383d16d699.json" }, "components": [ { "bbox": { "h": 0.984, "w": 0.49, "x": 0.008, "y": 0.008 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:17:12.095+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7ba79752-8d37-417d-ae11-0d75783a461c", "parentComponentId": null }, { "bbox": { "h": 0.984, "w": 0.49, "x": 0.502, "y": 0.008 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:17:12.095+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bc931e20-a5fb-468a-a928-9337e5d5125b", "parentComponentId": null }, { "bbox": { "h": 0.014, "w": 0.249, "x": 0.509, "y": 0.96 }, "kind": "source-note", "text": "Shoppes at DePiero Farm (Montvale, NJ)", "attrs": {}, "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": "2026-05-02 09:17:12.095+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9fda942a-8c2c-407c-856c-920ab8dd8a43", "parentComponentId": null }, { "bbox": { "h": 0.014, "w": 0.239, "x": 0.018, "y": 0.96 }, "kind": "source-note", "text": "Pike & Rose (North Bethesda, MD)", "attrs": {}, "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": "2026-05-02 09:17:12.095+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d529536e-ed02-4422-b540-e09d6d8e9e7e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 10, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 5, "name": "Financials", "beatId": "6bf53233-bdd3-4d5d-b27f-5d94226534b6", "matchId": "43b3ae1c-226c-400a-8cd9-89e429167e47", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The deck provides detailed financial information, including net revenue and adjusted EBITDA performance", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 10, "from": 5, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "76af54e0-a2ae-4cbe-9ebd-c5a55162631f", "evidence": "The deck presents financial details to demonstrate Warby Parker's growth potential", "position": 0, "objective": "Highlight the importance of Warby Parker's financial performance", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:05:28.267741+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 7, "type": "setup", "function": "filler", "rawType": "filler", "block": null, "metadata": { "slideType": "filler", "slideTypeCanon": { "name": "Filler", "slug": "filler", "status": "active", "canonId": "019de52d-0829-76f9-9abe-4c11ee7bf4ab", "version": 1, "description": null }, "function": "filler", "functionCanon": { "name": "Filler", "slug": "filler", "status": "active", "canonId": "019de52d-1568-702b-ad12-428490978783", "version": 1, "description": null }, "density": "sparse", "densityScore": 5, "componentCount": 1, "textChars": 74, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:17:10.518+00", "seconds": 2.019, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-b397-73cf-beb6-e9383d16d699/7", "deck": "/decks/019de514-b397-73cf-beb6-e9383d16d699", "deckAnchor": "/decks/019de514-b397-73cf-beb6-e9383d16d699#slide-7", "deckJson": "/decks/019de514-b397-73cf-beb6-e9383d16d699.json" }, "components": [ { "bbox": { "h": 1, "w": 1, "x": 0, "y": 0 }, "kind": "image", "text": "A pair of Warby Parker glasses on a blue background with geometric shapes.", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:17:10.518+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a28e494e-c8dc-42a2-bbd2-7d0728f796c9", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 10, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 5, "name": "Financials", "beatId": "6bf53233-bdd3-4d5d-b27f-5d94226534b6", "matchId": "43b3ae1c-226c-400a-8cd9-89e429167e47", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The deck provides detailed financial information, including net revenue and adjusted EBITDA performance", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 10, "from": 5, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "76af54e0-a2ae-4cbe-9ebd-c5a55162631f", "evidence": "The deck presents financial details to demonstrate Warby Parker's growth potential", "position": 0, "objective": "Highlight the importance of Warby Parker's financial performance", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:05:28.267741+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 8, "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": 90, "componentCount": 8, "textChars": 968, "nDataPoints": 30, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:17:16.343+00", "seconds": 7.539, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-b397-73cf-beb6-e9383d16d699/8", "deck": "/decks/019de514-b397-73cf-beb6-e9383d16d699", "deckAnchor": "/decks/019de514-b397-73cf-beb6-e9383d16d699#slide-8", "deckJson": "/decks/019de514-b397-73cf-beb6-e9383d16d699.json" }, "components": [ { "bbox": { "h": 0.179, "w": 0.267, "x": 0.22, "y": 0.207 }, "kind": "chart", "text": "Q3 Net Revenue ($M) $104.1 Q3'20, $137.4 Q3'21, $148.8 Q3'22", "attrs": {}, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:17:16.343+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4c30fb35-b30a-4d0c-8f78-57c321cf0e6e", "parentComponentId": null }, { "bbox": { "h": 0.179, "w": 0.267, "x": 0.22, "y": 0.619 }, "kind": "chart", "text": "Sep YTD Net Revenue ($M) $280.9 Sep YTD'20, $407.9 Sep YTD'21, $451.6 Sep YTD'22", "attrs": {}, "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": "2026-05-02 09:17:16.343+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "75803915-c34d-47a9-ba4d-214721f2a156", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.379, "x": 0.573, "y": 0.746 }, "kind": "list", "text": "Sep YTD'22 net revenue of $452M representing growth of 11% vs. YTD'21 and up 18% on a 3-year CAGR basis vs. YTD'19 Opened 30 new stores YTD through 9/30/2022", "attrs": {}, "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": "2026-05-02 09:17:16.343+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5c296f0a-b5e8-4f04-ad59-3a2bed6e24f1", "parentComponentId": null }, { "bbox": { "h": 0.249, "w": 0.379, "x": 0.573, "y": 0.339 }, "kind": "list", "text": "Q3'22 net revenue growth of 8% vs. Q3'21 and up 16% on a 3-year CAGR basis vs. Q3'19 Active Customers as of Q3'22 at 2.26M, an increase of 110K active customers, or 5%, y/y vs. Q3'21 Opened 13 new stores in Q3'22, ending the quarter with 190 stores", "attrs": {}, "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": "2026-05-02 09:17:16.343+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5c972399-47f8-4774-886e-910a85196034", "parentComponentId": null }, { "bbox": { "h": 0.009, "w": 0.09, "x": 0.048, "y": 0.93 }, "kind": "source-note", "text": "WARBY PARKER", "attrs": {}, "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": "2026-05-02 09:17:16.343+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "abe3d07a-bc7f-4cbc-a078-b91500a5da61", "parentComponentId": null }, { "bbox": { "h": 0.201, "w": 0.459, "x": 0.066, "y": 0.396 }, "kind": "table", "text": "Revenue Growth % Q3'20 10%, Q3'21 32%, Q3'22 8%; 3-Year CAGR % Q3'20 25%, Q3'21 26%, Q3'22 16%; Active Customers (M) Q3'20 1.76, Q3'21 2.15, Q3'22 2.26; Avg. Revenue per Customer (LTM) Q3'20 $213, Q3'21 $242, Q3'22 $258; Store Count Q3'20 123, Q3'21 154, Q3'22 190", "attrs": { "header_cols": 1, "header_rows": 1 }, "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": "2026-05-02 09:17:16.343+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "16192a2e-aced-41b9-99ab-f45ca4b87cb6", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.459, "x": 0.066, "y": 0.808 }, "kind": "table", "text": "Revenue Growth % Sep YTD'20 1%, Sep YTD'21 45%, Sep YTD'22 11%; 3-Year CAGR % Sep YTD'20 21%, Sep YTD'21 26%, Sep YTD'22 18%", "attrs": { "header_cols": 1, "header_rows": 1 }, "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": "2026-05-02 09:17:16.343+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7d05e005-1e1a-44a8-837b-b9274eb4de7d", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.369, "x": 0.375, "y": 0.113 }, "kind": "title", "text": "NET REVENUE PERFORMANCE", "attrs": {}, "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": "2026-05-02 09:17:16.343+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "159def20-bbc3-4207-b70e-af67e77e6028", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 10, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 5, "name": "Financials", "beatId": "6bf53233-bdd3-4d5d-b27f-5d94226534b6", "matchId": "43b3ae1c-226c-400a-8cd9-89e429167e47", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The deck provides detailed financial information, including net revenue and adjusted EBITDA performance", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 10, "from": 5, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "76af54e0-a2ae-4cbe-9ebd-c5a55162631f", "evidence": "The deck presents financial details to demonstrate Warby Parker's growth potential", "position": 0, "objective": "Highlight the importance of Warby Parker's financial performance", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:05:28.267741+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 9, "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": 88, "componentCount": 7, "textChars": 1339, "nDataPoints": 24, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:17:16.87+00", "seconds": 7.181, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-b397-73cf-beb6-e9383d16d699/9", "deck": "/decks/019de514-b397-73cf-beb6-e9383d16d699", "deckAnchor": "/decks/019de514-b397-73cf-beb6-e9383d16d699#slide-9", "deckJson": "/decks/019de514-b397-73cf-beb6-e9383d16d699.json" }, "components": [ { "bbox": { "h": 0.29, "w": 0.456, "x": 0.036, "y": 0.575 }, "kind": "chart", "text": "Sep YTD Adjusted EBITDA ($M) and Adjusted EBITDA Margin (%)\n$6.6 2.4% Sep YTD'20\n$31.3 7.7% Sep YTD'21\n$18.6 4.1% Sep YTD'22", "attrs": {}, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:17:16.87+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3785f9dc-16e1-418e-9b04-63183c81b455", "parentComponentId": null }, { "bbox": { "h": 0.29, "w": 0.456, "x": 0.036, "y": 0.183 }, "kind": "chart", "text": "Q3 Adjusted EBITDA ($M) and Adjusted EBITDA Margin (%)\n$5.4 5.2% Q3'20\n$11.2 8.1% Q3'21\n$11.9 8.0% Q3'22", "attrs": {}, "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": "2026-05-02 09:17:16.87+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "be65e573-d3ca-43de-b622-08d19939d42d", "parentComponentId": null }, { "bbox": { "h": 0.69, "w": 0.43, "x": 0.524, "y": 0.205 }, "kind": "list", "text": "Key Takeaways\nQ3 2022 Highlights\nAdjusted EBITDA margin(1) of 8.0%, down 0.1 pts from Q3'21\nAdjusted gross margin (1) was 56.9% compared to 58.7% in Q3'21, primarily driven by increased penetration of contacts reflecting strategy to grow contact lens offering\nAdjusted SG&A(1) at 55.2% of revenue driven by headcount growth in retail and investments in corporate overhead to support initiatives and operating as a public company\nYear-to-date 2022 Highlights\nAdjusted EBITDA margin(1) 4.1%, down 3.6 pts from September YTD'21\nAdjusted gross margin (1) was 57.8% compared to 59.4% in September YTD'21\nAdjusted SG&A(1) as a percent of revenue of 59.1% compared to 55.5% in September YTD'21", "attrs": {}, "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": "2026-05-02 09:17:16.87+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "13f320b8-5c96-4f61-b080-9ca44f7fb397", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.669, "x": 0.103, "y": 0.949 }, "kind": "source-note", "text": "(1) Adjusted EBITDA, Adjusted EBITDA Margin, Adjusted Gross Margin, and Adjusted SG&A are non-GAAP measures. See the appendix for reconciliations to the nearest GAAP metrics", "attrs": {}, "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": "2026-05-02 09:17:16.87+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e20f404a-fad6-4fa3-9eb3-cd7ffff20c13", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.37, "x": 0.096, "y": 0.86 }, "kind": "table", "text": "% of Revenue Sep YTD'20 Sep YTD'21 Sep YTD'22\nAdj. Gross Margin % (1) 59.4% 59.4% 57.8%\nAdj. SG&A %(1) 61.8% 55.5% 59.1%", "attrs": {}, "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": "2026-05-02 09:17:16.87+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "68a71ab9-566a-43a0-9b61-11c8d40f3c7d", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.37, "x": 0.096, "y": 0.455 }, "kind": "table", "text": "% of Revenue Q3'20 Q3'21 Q3'22\nAdj. Gross Margin % (1) 61.5% 58.7% 56.9%\nAdj. SG&A %(1) 60.5% 54.6% 55.2%", "attrs": {}, "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": "2026-05-02 09:17:16.87+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bce522b3-a352-4106-8e58-5915037be7bf", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.294, "x": 0.353, "y": 0.105 }, "kind": "title", "text": "ADJUSTED EBITDA PERFORMANCE", "attrs": {}, "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": "2026-05-02 09:17:16.87+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "04ef3e8d-8cd2-4677-ba67-45ae36055a06", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 10, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 5, "name": "Financials", "beatId": "6bf53233-bdd3-4d5d-b27f-5d94226534b6", "matchId": "43b3ae1c-226c-400a-8cd9-89e429167e47", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The deck provides detailed financial information, including net revenue and adjusted EBITDA performance", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 10, "from": 5, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "76af54e0-a2ae-4cbe-9ebd-c5a55162631f", "evidence": "The deck presents financial details to demonstrate Warby Parker's growth potential", "position": 0, "objective": "Highlight the importance of Warby Parker's financial performance", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:05:28.267741+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 10, "type": "analysis", "function": "analyze_data", "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": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 83, "componentCount": 7, "textChars": 654, "nDataPoints": 36, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:17:16.032+00", "seconds": 6.115, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-b397-73cf-beb6-e9383d16d699/10", "deck": "/decks/019de514-b397-73cf-beb6-e9383d16d699", "deckAnchor": "/decks/019de514-b397-73cf-beb6-e9383d16d699#slide-10", "deckJson": "/decks/019de514-b397-73cf-beb6-e9383d16d699.json" }, "components": [ { "bbox": { "h": 0.289, "w": 0.409, "x": 0.509, "y": 0.55 }, "kind": "chart", "text": "Average Revenue per Customer (LTM) Q3'20: $213 (5% Y/Y Growth), Q3'21: $242 (13% Y/Y Growth), Q3'22: $258 (7% Y/Y Growth)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:17:16.032+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "88031bbe-c684-4bf0-9d41-a06547f43fa6", "parentComponentId": null }, { "bbox": { "h": 0.289, "w": 0.409, "x": 0.069, "y": 0.55 }, "kind": "chart", "text": "Adjusted EBITDA ($M) Q3'20: $5.4 (5.2% Adj. EBITDA Margin %), Q3'21: $11.2 (8.1% Adj. EBITDA Margin %), Q3'22: $11.9 (8.0% Adj. EBITDA Margin %)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:17:16.032+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a8e98f08-e039-4605-a8ac-7dd01873f0fa", "parentComponentId": null }, { "bbox": { "h": 0.289, "w": 0.409, "x": 0.509, "y": 0.22 }, "kind": "chart", "text": "Active Customers (M) Q3'20: 1.76 (3% Y/Y Growth), Q3'21: 2.15 (23% Y/Y Growth), Q3'22: 2.26 (5% Y/Y Growth)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:17:16.032+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bf5be4dc-2f9c-479f-85cc-7ed8b10dd80d", "parentComponentId": null }, { "bbox": { "h": 0.289, "w": 0.409, "x": 0.069, "y": 0.22 }, "kind": "chart", "text": "Revenue ($M) Q3'20: $104.1 (10% Y/Y Growth), Q3'21: $137.4 (32% Y/Y Growth), Q3'22: $148.8 (8% Y/Y Growth)", "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": "2026-05-02 09:17:16.032+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c184280c-08fa-40bd-98ef-4130bf121573", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.065, "x": 0.03, "y": 0.93 }, "kind": "image", "text": "WARBY PARKER", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:17:16.032+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7b1fb6e0-0d61-41ec-91bb-4d99149e6912", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.522, "x": 0.11, "y": 0.95 }, "kind": "source-note", "text": "Adjusted EBITDA and Adjusted EBITDA Margin % are non-GAAP measures. See the appendix for reconciliations to the nearest GAAP metrics.", "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": "2026-05-02 09:17:16.032+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4536d33c-6ee9-45a3-a866-3fc314aff266", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.314, "x": 0.343, "y": 0.11 }, "kind": "title", "text": "THIRD QUARTER FINANCIAL DETAILS", "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": "2026-05-02 09:17:16.032+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9afcfc73-5204-4145-bbc3-ed4f417a06ef", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 10, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 5, "name": "Financials", "beatId": "6bf53233-bdd3-4d5d-b27f-5d94226534b6", "matchId": "43b3ae1c-226c-400a-8cd9-89e429167e47", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The deck provides detailed financial information, including net revenue and adjusted EBITDA performance", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 10, "from": 5, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "76af54e0-a2ae-4cbe-9ebd-c5a55162631f", "evidence": "The deck presents financial details to demonstrate Warby Parker's growth potential", "position": 0, "objective": "Highlight the importance of Warby Parker's financial performance", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:05:28.267741+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 11, "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": "dense", "densityScore": 72, "componentCount": 5, "textChars": 855, "nDataPoints": 54, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:17:16.207+00", "seconds": 5.799, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-b397-73cf-beb6-e9383d16d699/11", "deck": "/decks/019de514-b397-73cf-beb6-e9383d16d699", "deckAnchor": "/decks/019de514-b397-73cf-beb6-e9383d16d699#slide-11", "deckJson": "/decks/019de514-b397-73cf-beb6-e9383d16d699.json" }, "components": [ { "bbox": { "h": 0.29, "w": 0.45, "x": 0.509, "y": 0.204 }, "kind": "chart", "text": "Adjusted EBITDA ($M)\n$9.3 Q1'21, $10.8 Q2'21, $11.2 Q3'21, ($6.4) Q4'21, $0.8 Q1'22, $5.9 Q2'22, $11.9 Q3'22\nAdj EBITDA Margin %: 6.7% Q1'21, 8.2% Q2'21, 8.1% Q3'21, (4.8%) Q4'21, 0.5% Q1'22, 4.0% Q2'22, 8.0% Q3'22", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:17:16.207+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3572be2b-1acc-4173-bc7f-0f75b07604ff", "parentComponentId": null }, { "bbox": { "h": 0.29, "w": 0.42, "x": 0.079, "y": 0.569 }, "kind": "chart", "text": "Store Count\n134 Q1'21, 145 Q2'21, 154 Q3'21, 161 Q4'21, 169 Q1'22, 178 Q2'22, 190 Q3'22", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:17:16.207+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "89959bd1-10d7-4d0d-a56f-fc083db61395", "parentComponentId": null }, { "bbox": { "h": 0.29, "w": 0.42, "x": 0.079, "y": 0.204 }, "kind": "chart", "text": "Revenue ($M)\n$139.0 Q1'21, $131.6 Q2'21, $137.4 Q3'21, $132.9 Q4'21, $153.2 Q1'22, $149.6 Q2'22, $148.8 Q3'22\nY/Y Growth: 27% Q1'21, 96% Q2'21, 32% Q3'21, 18% Q4'21, 10% Q1'22, 14% Q2'22, 8% Q3'22", "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": "2026-05-02 09:17:16.207+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c2ca52c4-f70e-411d-acde-aa1d16e8c9d3", "parentComponentId": null }, { "bbox": { "h": 0.29, "w": 0.45, "x": 0.509, "y": 0.569 }, "kind": "chart", "text": "Retail Productivity\n~90% Nov'21, ~80% Dec'21, Jan'22, Feb'22, Mar'22, Apr'22, May'22, Jun'22, Jul'22, Aug'22, Sept'22, ~85% Oct'22", "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": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:17:16.207+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1786fa21-403b-40f5-bcc6-84e8240c5573", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.76, "x": 0.113, "y": 0.947 }, "kind": "source-note", "text": "Adjusted EBITDA and Adjusted EBITDA Margin % are non-GAAP measures. See the appendix for reconciliations to the nearest GAAP metrics.\n*Reflects trailing 28-day productivity as of the closest Sunday to the end of each month shown", "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": "2026-05-02 09:17:16.207+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "18b37b24-b985-4bee-a665-87b719f79ef3", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 12, "type": "setup", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "dense", "densityScore": 66, "componentCount": 5, "textChars": 577, "nDataPoints": 13, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:17:15.785+00", "seconds": 5.15, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-b397-73cf-beb6-e9383d16d699/12", "deck": "/decks/019de514-b397-73cf-beb6-e9383d16d699", "deckAnchor": "/decks/019de514-b397-73cf-beb6-e9383d16d699#slide-12", "deckJson": "/decks/019de514-b397-73cf-beb6-e9383d16d699.json" }, "components": [ { "bbox": { "h": 0.53, "w": 0.23, "x": 0.69, "y": 0.27 }, "kind": "chart", "text": "WARBY PARKER Number of Store Locations Current footprint: 190 Potential footprint: 900+", "attrs": { "x_axis_label": "Footprint Type", "y_axis_label": "Number of Store Locations" }, "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": "2026-05-02 09:17:15.785+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "96711701-3d91-4ada-8490-7cf649fe406b", "parentComponentId": null }, { "bbox": { "h": 0.53, "w": 0.45, "x": 0.18, "y": 0.22 }, "kind": "image", "text": "Map of the US with store locations marked", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Map", "slug": "map", "status": "active", "canonId": "019de52c-fe4d-77bd-b0a4-d72d58b9e5a4", "version": 1, "description": null }, "framework": null }, "subkind": "map", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:17:15.785+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3f863f62-6c84-4380-a3b6-dc4bfa7e4a62", "parentComponentId": null }, { "bbox": { "h": 0.21, "w": 0.47, "x": 0.036, "y": 0.67 }, "kind": "list", "text": "190 open retail stores\n186 U.S. and 4 Canada\n65 markets\n38 states/provinces\n136 cities\n40 target new retail stores in 2022 (30 opened through 9/30/2022)\nStore presence in 47 of the 50 most populous markets in the U.S.\nLocation types: ~37% street, ~37% outdoor center, ~26% indoor center", "attrs": {}, "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": "2026-05-02 09:17:15.785+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3c4f7ef0-ad26-4a2d-85a4-c582de3f4ef9", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.44, "x": 0.115, "y": 0.96 }, "kind": "source-note", "text": "Note: Data above is as of 9/30/2022. Markets defined as CBSAs (core-based statistical areas).", "attrs": {}, "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": "2026-05-02 09:17:15.785+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bdecc215-7d5e-4323-8243-a28234c98da2", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.49, "x": 0.297, "y": 0.109 }, "kind": "title", "text": "EXPANDING RETAIL FOOTPRINT WITH SIGNIFICANT WHITE SPACE FOR NEW STORES", "attrs": {}, "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": "2026-05-02 09:17:15.785+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8774c88e-26e9-4606-9995-cb71fec84528", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 12, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 12, "name": "Solution", "beatId": "2aedcf7b-caa6-44f1-ab32-0e2e40f160ea", "matchId": "43b3ae1c-226c-400a-8cd9-89e429167e47", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The deck presents Warby Parker's growth strategy, including expanding retail footprint", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 12, "from": 12, "loop": { "name": "50_pareto_focus", "slug": "50-pareto-focus", "status": "active", "bestFor": "Resource allocation, problem prioritization, efficiency improvements", "canonId": "019dd956-7a54-7637-bf68-bb63e3f018c7", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full Distribution -> The Vital Few (20%) -> The Trivial Many (80%) -> Focus Recommendation", "description": "Show that 80% of results come from 20% of causes to drive prioritization", "familyLabel": null }, "matchId": "12d6b103-3da7-4cff-a3a9-0950868da17c", "evidence": "The deck highlights Warby Parker's plans for expanding retail footprint", "position": 1, "objective": "Emphasize Warby Parker's growth strategy", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:05:28.306247+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 13, "type": "appendix", "function": "illustrate_case", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "illustrate_case", "functionCanon": { "name": "Illustrate case", "slug": "illustrate_case", "status": "active", "canonId": "019de52d-13b4-772c-bb73-1873612a7463", "version": 1, "description": null }, "density": "sparse", "densityScore": 4, "componentCount": 2, "textChars": 27, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.8, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:17:14.415+00", "seconds": 3.443, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-b397-73cf-beb6-e9383d16d699/13", "deck": "/decks/019de514-b397-73cf-beb6-e9383d16d699", "deckAnchor": "/decks/019de514-b397-73cf-beb6-e9383d16d699#slide-13", "deckJson": "/decks/019de514-b397-73cf-beb6-e9383d16d699.json" }, "components": [ { "bbox": { "h": 0.97, "w": 1, "x": 0, "y": 0 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:17:14.415+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "83f8efe6-a52f-4b10-8207-7a24b29e88c8", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.16, "x": 0.01, "y": 0.96 }, "kind": "source-note", "text": "Andersonville (Chicago, IL)", "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": "2026-05-02 09:17:14.415+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3aac4e5f-750a-4c18-9235-c6b3a6b8bc41", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 14, "type": "appendix", "function": "illustrate_case", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "illustrate_case", "functionCanon": { "name": "Illustrate case", "slug": "illustrate_case", "status": "active", "canonId": "019de52d-13b4-772c-bb73-1873612a7463", "version": 1, "description": null }, "density": "sparse", "densityScore": 4, "componentCount": 2, "textChars": 29, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:17:14.413+00", "seconds": 3.107, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-b397-73cf-beb6-e9383d16d699/14", "deck": "/decks/019de514-b397-73cf-beb6-e9383d16d699", "deckAnchor": "/decks/019de514-b397-73cf-beb6-e9383d16d699#slide-14", "deckJson": "/decks/019de514-b397-73cf-beb6-e9383d16d699.json" }, "components": [ { "bbox": { "h": 0.96, "w": 1, "x": 0, "y": 0 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:17:14.413+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b7ba74f4-d6e9-4d74-b686-9ab8482eb4a6", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.22, "x": 0.02, "y": 0.96 }, "kind": "source-note", "text": "Optical lab in Sloatsburg, NY", "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": "2026-05-02 09:17:14.413+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8c2664ff-b1a0-4273-866e-dda59fee80f9", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 15, "type": "setup", "function": "quantify_opportunity", "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": "quantify_opportunity", "functionCanon": { "name": "Quantify opportunity", "slug": "quantify_opportunity", "status": "active", "canonId": "019de52d-17e4-726f-aa15-83350acef1dd", "version": 1, "description": null }, "density": "dense", "densityScore": 69, "componentCount": 16, "textChars": 191, "nDataPoints": 12, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:17:19.957+00", "seconds": 8.425, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-b397-73cf-beb6-e9383d16d699/15", "deck": "/decks/019de514-b397-73cf-beb6-e9383d16d699", "deckAnchor": "/decks/019de514-b397-73cf-beb6-e9383d16d699#slide-15", "deckJson": "/decks/019de514-b397-73cf-beb6-e9383d16d699.json" }, "components": [ { "bbox": { "h": 0.749, "w": 0.309, "x": 0.629, "y": 0.137 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:17:19.957+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c58a00eb-3173-4a70-af9b-e6110f49ae97", "parentComponentId": null }, { "bbox": { "h": 0.018, "w": 0.018, "x": 0.936, "y": 0.926 }, "kind": "legend", "text": "15", "attrs": {}, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:17:19.957+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dfa7d557-1590-4856-ac8d-c573fc4c73e5", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.29, "x": 0.35, "y": 0.38 }, "kind": "metric", "text": "4.2-4.5%", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:17:19.957+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "23c00ce1-01c6-4f2b-a2d6-299b6cf9890b", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.29, "x": 0.35, "y": 0.202 }, "kind": "metric", "text": "$24.8-27.0M", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:17:19.957+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4a5b60e0-2bc8-49ed-ad4f-06e334b716b8", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.29, "x": 0.35, "y": 0.752 }, "kind": "metric", "text": "4.5-5.8%", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:17:19.957+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5904c102-b8fc-4e39-93f2-a81a587ebcab", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.27, "x": 0.068, "y": 0.38 }, "kind": "metric", "text": "9.1-10.2%", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:17:19.957+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5a085460-8550-4ce2-9a0c-e14ed63e0ad8", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.27, "x": 0.068, "y": 0.752 }, "kind": "metric", "text": "4.0-8.7%", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:17:19.957+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "64c2e3e9-1727-4ab2-b444-58db6ad47e46", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.27, "x": 0.068, "y": 0.202 }, "kind": "metric", "text": "$590-596M", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:17:19.957+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "abd4283d-77cc-4956-962a-f89777eb5212", "parentComponentId": null }, { "bbox": { "h": 0.018, "w": 0.29, "x": 0.35, "y": 0.462 }, "kind": "paragraph", "text": "ADJUSTED EBITDA MARGIN", "attrs": {}, "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": "2026-05-02 09:17:19.957+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "10eed3bd-a777-4a83-89bf-73ac0711ba82", "parentComponentId": null }, { "bbox": { "h": 0.018, "w": 0.29, "x": 0.35, "y": 0.834 }, "kind": "paragraph", "text": "ADJUSTED EBITDA MARGIN", "attrs": {}, "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": "2026-05-02 09:17:19.957+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "47646005-3b5b-4c92-8ee6-1f5d93e97225", "parentComponentId": null }, { "bbox": { "h": 0.018, "w": 0.176, "x": 0.115, "y": 0.284 }, "kind": "paragraph", "text": "NET REVENUE", "attrs": {}, "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": "2026-05-02 09:17:19.957+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5575385a-a934-4222-a5f6-3750874451e8", "parentComponentId": null }, { "bbox": { "h": 0.018, "w": 0.212, "x": 0.389, "y": 0.284 }, "kind": "paragraph", "text": "ADJUSTED EBITDA", "attrs": {}, "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": "2026-05-02 09:17:19.957+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "74c8ea58-64a0-492d-bc8d-669d876fae37", "parentComponentId": null }, { "bbox": { "h": 0.018, "w": 0.266, "x": 0.07, "y": 0.462 }, "kind": "paragraph", "text": "NET REVENUE GROWTH", "attrs": {}, "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": "2026-05-02 09:17:19.957+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "98dddcf1-889f-4051-a452-e456be87f5ed", "parentComponentId": null }, { "bbox": { "h": 0.018, "w": 0.266, "x": 0.07, "y": 0.834 }, "kind": "paragraph", "text": "NET REVENUE GROWTH", "attrs": {}, "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": "2026-05-02 09:17:19.957+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e32cfbb8-5512-4f85-a227-f564dd8dda6f", "parentComponentId": null }, { "bbox": { "h": 0.018, "w": 0.249, "x": 0.231, "y": 0.107 }, "kind": "title", "text": "FY 2022 OUTLOOK", "attrs": {}, "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": "2026-05-02 09:17:19.957+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5e0fdb8d-9b4b-47a6-9bed-718e9e4d62a5", "parentComponentId": null }, { "bbox": { "h": 0.018, "w": 0.249, "x": 0.231, "y": 0.657 }, "kind": "title", "text": "Q4 2022 OUTLOOK", "attrs": {}, "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": "2026-05-02 09:17:19.957+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dee7af29-cba1-4563-a495-20809e019dec", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 16, "type": "appendix", "function": "illustrate_case", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "illustrate_case", "functionCanon": { "name": "Illustrate case", "slug": "illustrate_case", "status": "active", "canonId": "019de52d-13b4-772c-bb73-1873612a7463", "version": 1, "description": null }, "density": "sparse", "densityScore": 11, "componentCount": 2, "textChars": 139, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.8, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:17:14.984+00", "seconds": 3.303, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-b397-73cf-beb6-e9383d16d699/16", "deck": "/decks/019de514-b397-73cf-beb6-e9383d16d699", "deckAnchor": "/decks/019de514-b397-73cf-beb6-e9383d16d699#slide-16", "deckJson": "/decks/019de514-b397-73cf-beb6-e9383d16d699.json" }, "components": [ { "bbox": { "h": 1, "w": 0.5, "x": 0, "y": 0 }, "kind": "image", "text": "An optometrist conducting an eye exam on a patient.", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:17:14.984+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a0b25608-000d-48c2-b95a-2b158aa8e013", "parentComponentId": null }, { "bbox": { "h": 1, "w": 0.5, "x": 0.5, "y": 0 }, "kind": "image", "text": "Various ACUVUE contact lens products and eyeglasses arranged on a light blue background.", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:17:14.984+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ae7a62c4-ed69-4c3b-9347-5460c486c152", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 17, "type": "appendix", "function": "illustrate_case", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "illustrate_case", "functionCanon": { "name": "Illustrate case", "slug": "illustrate_case", "status": "active", "canonId": "019de52d-13b4-772c-bb73-1873612a7463", "version": 1, "description": null }, "density": "balanced", "densityScore": 28, "componentCount": 4, "textChars": 178, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:17:16.226+00", "seconds": 4.122, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-b397-73cf-beb6-e9383d16d699/17", "deck": "/decks/019de514-b397-73cf-beb6-e9383d16d699", "deckAnchor": "/decks/019de514-b397-73cf-beb6-e9383d16d699#slide-17", "deckJson": "/decks/019de514-b397-73cf-beb6-e9383d16d699.json" }, "components": [ { "bbox": { "h": 0.96, "w": 0.5, "x": 0.5, "y": 0 }, "kind": "image", "text": "Interior of Warby Parker store at Watters Creek (Allen, TX)", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:17:16.226+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e3223515-cf62-48c2-bcd9-0e2fb032f57e", "parentComponentId": null }, { "bbox": { "h": 0.96, "w": 0.49, "x": 0, "y": 0 }, "kind": "image", "text": "Exterior of Warby Parker store at Waterside (Marina del Rey, CA)", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:17:16.226+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f83cfa1a-b8c5-4d44-9edd-8065351fbd0c", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.15, "x": 0.5, "y": 0.96 }, "kind": "source-note", "text": "Watters Creek (Allen, TX)", "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": "2026-05-02 09:17:16.226+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2a78f8a4-4ddb-4b8f-8c3c-cc1a4dd20487", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.22, "x": 0.04, "y": 0.96 }, "kind": "source-note", "text": "Waterside (Marina del Rey, CA)", "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": "2026-05-02 09:17:16.226+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3eb7f959-549f-4110-b4fa-3cd06fb36506", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 18, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 1, "componentCount": 1, "textChars": 20, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:17:14.434+00", "seconds": 2.232, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-b397-73cf-beb6-e9383d16d699/18", "deck": "/decks/019de514-b397-73cf-beb6-e9383d16d699", "deckAnchor": "/decks/019de514-b397-73cf-beb6-e9383d16d699#slide-18", "deckJson": "/decks/019de514-b397-73cf-beb6-e9383d16d699.json" }, "components": [ { "bbox": { "h": 0.025, "w": 0.4266666666666667, "x": 0.2866666666666667, "y": 0.475 }, "kind": "title", "text": "SUPPLEMENTAL DETAILS", "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": "2026-05-02 09:17:14.434+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cfcc6439-bf97-4049-93cf-4c666cb76394", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 19, "type": "setup", "function": "quantify_opportunity", "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": "quantify_opportunity", "functionCanon": { "name": "Quantify opportunity", "slug": "quantify_opportunity", "status": "active", "canonId": "019de52d-17e4-726f-aa15-83350acef1dd", "version": 1, "description": null }, "density": "balanced", "densityScore": 46, "componentCount": 3, "textChars": 521, "nDataPoints": 72, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:17:17.344+00", "seconds": 4.915, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-b397-73cf-beb6-e9383d16d699/19", "deck": "/decks/019de514-b397-73cf-beb6-e9383d16d699", "deckAnchor": "/decks/019de514-b397-73cf-beb6-e9383d16d699#slide-19", "deckJson": "/decks/019de514-b397-73cf-beb6-e9383d16d699.json" }, "components": [ { "bbox": { "h": 0.014, "w": 0.149, "x": 0.035, "y": 0.196 }, "kind": "chart", "text": "Net revenue in bars ($M)", "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": "2026-05-02 09:17:17.344+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0675f3b1-21f9-4e29-8ce4-0deb0ff634bd", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.302, "x": 0.035, "y": 0.929 }, "kind": "source-note", "text": "Figures presented may not be recalculated due to rounding\nQuarterly net revenue figures are unaudited", "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": "2026-05-02 09:17:17.344+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d1beae16-8532-408d-96a7-ad0ea285e0b8", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.933, "x": 0.035, "y": 0.75 }, "kind": "table", "text": "Q1'16 Q2'16 Q3'16 Q4'16 Q1'17 Q2'17 Q3'17 Q4'17 Q1'18 Q2'18 Q3'18 Q4'18 Q1'19 Q2'19 Q3'19 Q4'19 Q1'20 Q2'20 Q3'20 Q4'20 Q1'21 Q2'21 Q3'21 Q4'21 Q1'22 Q2'22 Q3'22\n% of Year 25% 24% 25% 26% 25% 25% 25% 25% 25% 24% 25% 26% 25% 24% 26% 25% 28% 17% 26% 29% 26% 24% 25% 25% - - -\nSequential % 40% (2%) 3% 6% 34% (3%) 4% 1% 27% (2%) 3% 3% 32% (5%) 7% (1%) 17% (39%) 55% 8% 23% (5%) 4% (3%) 15% (2%) (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": "2026-05-02 09:17:17.344+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "51d4c241-7dc0-41a0-ad5d-bf58a5778c28", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 20, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 19, "name": "Market Size", "beatId": "13685466-aa0f-41ea-b43b-b7f3f1e79960", "matchId": "43b3ae1c-226c-400a-8cd9-89e429167e47", "beatType": { "name": "Market Size", "slug": "sequoia-pitch-market-size", "status": "active", "canonId": "019dd9b8-20e6-729c-bc28-05442906d032", "version": 1, "description": null }, "evidence": "The deck provides information on Warby Parker's revenue buildup and sales retention rates", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 20, "type": "analysis", "function": "analyze_data", "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": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 61, "componentCount": 4, "textChars": 886, "nDataPoints": 25, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:17:20.926+00", "seconds": 8.324, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-b397-73cf-beb6-e9383d16d699/20", "deck": "/decks/019de514-b397-73cf-beb6-e9383d16d699", "deckAnchor": "/decks/019de514-b397-73cf-beb6-e9383d16d699#slide-20", "deckJson": "/decks/019de514-b397-73cf-beb6-e9383d16d699.json" }, "components": [ { "bbox": { "h": 0.54, "w": 0.84, "x": 0.08, "y": 0.25 }, "kind": "chart", "text": "Sales retention rate by customer cohort (based on customer cohort sales order value and months since initial purchase)", "attrs": { "chart_type": "bar", "data_points": [ { "x": "12 months", "y": 0.24, "series": "2015" }, { "x": "12 months", "y": 0.25, "series": "2016" }, { "x": "12 months", "y": 0.25, "series": "2017" }, { "x": "12 months", "y": 0.25, "series": "2018" }, { "x": "12 months", "y": 0.22, "series": "2019" }, { "x": "12 months", "y": 0.25, "series": "2020" }, { "x": "12 months", "y": 0.26, "series": "2021" }, { "x": "24 months", "y": 0.48, "series": "2015" }, { "x": "24 months", "y": 0.49, "series": "2016" }, { "x": "24 months", "y": 0.5, "series": "2017" }, { "x": "24 months", "y": 0.5, "series": "2018" }, { "x": "24 months", "y": 0.47, "series": "2019" }, { "x": "24 months", "y": 0.48, "series": "2020" }, { "x": "36 months", "y": 0.73, "series": "2015" }, { "x": "36 months", "y": 0.75, "series": "2016" }, { "x": "36 months", "y": 0.75, "series": "2017" }, { "x": "36 months", "y": 0.77, "series": "2018" }, { "x": "48 months", "y": 0.97, "series": "2015" }, { "x": "48 months", "y": 0.98, "series": "2016" }, { "x": "48 months", "y": 1, "series": "2017" } ], "series_names": [ "2015", "2016", "2017", "2018", "2019", "2020", "2021" ], "x_axis_label": "Months since initial purchase", "y_axis_label": "Sales retention rate" }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:17:20.926+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7bc6b473-b3f9-4b25-bdfb-3bf4e35b8755", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.96, "x": 0.02, "y": 0.918 }, "kind": "source-note", "text": "Note: Sales retention based on customer cohort sales order value and months since initial purchase.\n(1) 2019 cohort was impacted by onset and continuation of COVID pandemic in 2020 and 2021, which is reflected in that cohort's retention rate after 12 and 24 months.\n(2) 24 month retention rate for the 2020 cohort reflects the Q1 2020, Q2 2020, and Q3 2020 new customer cohorts only, as these cohorts were the only cohorts from 2020 with a full 24 months of retention data available as of 9/30/2022.\n(3) 2021 cohort reflects the Q1 2021, Q2 2021, and Q3 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 9/30/2022.", "attrs": {}, "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": "2026-05-02 09:17:20.926+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "83b1a150-0d98-4289-95a9-b4b1985fb116", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.102, "x": 0.02, "y": 0.898 }, "kind": "source-note", "text": "Source: Company data", "attrs": {}, "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": "2026-05-02 09:17:20.926+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d487b692-2886-42f8-a227-d2188abfdb75", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.616, "x": 0.26, "y": 0.106 }, "kind": "title", "text": "COMPELLING AND CONSISTENT SALES RETENTION RATES", "attrs": {}, "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": "2026-05-02 09:17:20.926+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "af7526dd-a0b2-4e4d-8bfb-4f17d5dbf235", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 20, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 19, "name": "Market Size", "beatId": "13685466-aa0f-41ea-b43b-b7f3f1e79960", "matchId": "43b3ae1c-226c-400a-8cd9-89e429167e47", "beatType": { "name": "Market Size", "slug": "sequoia-pitch-market-size", "status": "active", "canonId": "019dd9b8-20e6-729c-bc28-05442906d032", "version": 1, "description": null }, "evidence": "The deck provides information on Warby Parker's revenue buildup and sales retention rates", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 21, "type": "setup", "function": "appendix", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "sparse", "densityScore": 0, "componentCount": 1, "textChars": 8, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:17:15.212+00", "seconds": 1.993, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-b397-73cf-beb6-e9383d16d699/21", "deck": "/decks/019de514-b397-73cf-beb6-e9383d16d699", "deckAnchor": "/decks/019de514-b397-73cf-beb6-e9383d16d699#slide-21", "deckJson": "/decks/019de514-b397-73cf-beb6-e9383d16d699.json" }, "components": [ { "bbox": { "h": 0.056, "w": 0.222, "x": 0.389, "y": 0.472 }, "kind": "title", "text": "APPENDIX", "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": "2026-05-02 09:17:15.212+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aba3286d-34ee-494f-9373-c95d3260042a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 22, "type": "setup", "function": "appendix", "rawType": "disclaimer", "block": null, "metadata": { "slideType": "disclaimer", "slideTypeCanon": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "019de52d-0801-727b-b98a-5ed095aeee78", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 88, "componentCount": 10, "textChars": 3545, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:17:23.321+00", "seconds": 8.743, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-b397-73cf-beb6-e9383d16d699/22", "deck": "/decks/019de514-b397-73cf-beb6-e9383d16d699", "deckAnchor": "/decks/019de514-b397-73cf-beb6-e9383d16d699#slide-22", "deckJson": "/decks/019de514-b397-73cf-beb6-e9383d16d699.json" }, "components": [ { "bbox": { "h": 0.038, "w": 0.921, "x": 0.039, "y": 0.69 }, "kind": "paragraph", "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": "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": "2026-05-02 09:17:23.321+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "03fef217-ed56-440e-bb99-218e6653819b", "parentComponentId": null }, { "bbox": { "h": 0.038, "w": 0.921, "x": 0.039, "y": 0.522 }, "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": "2026-05-02 09:17:23.321+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "341006da-b4bd-4b1c-a543-be456b5d2535", "parentComponentId": null }, { "bbox": { "h": 0.149, "w": 0.921, "x": 0.039, "y": 0.205 }, "kind": "paragraph", "text": "Included in this presentation are certain financial measures that are not calculated in accordance with U.S. generally accepted accounting principles (\"GAAP\") and which are designed to supplement, and not substitute, the Company's financial information presented in accordance with GAAP. 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": "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": "2026-05-02 09:17:23.321+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3e06fc15-10ea-4700-87ff-cb32db04ba38", "parentComponentId": null }, { "bbox": { "h": 0.076, "w": 0.921, "x": 0.039, "y": 0.439 }, "kind": "paragraph", "text": "The Company calculates \"adjusted net income\" as net income (loss) adjusted for stock-based compensation expense and related employer payroll taxes, amortization of cloud-based software implementation costs, non-cash charitable donations, and non-recurring costs such as restructuring costs, major system implementation costs, and 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": "2026-05-02 09:17:23.321+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "41a7f405-4fe0-4379-8d84-3e810d062528", "parentComponentId": null }, { "bbox": { "h": 0.076, "w": 0.921, "x": 0.039, "y": 0.565 }, "kind": "paragraph", "text": "The Company calculates \"adjusted SG&A\" as SG&A adjusted for stock-based compensation expense and related employer payroll taxes, amortization of cloud-based software implementation costs, non-cash charitable donations, and non-recurring costs such as restructuring costs, major system implementation costs, and direct listing or other transaction costs, and as further adjusted for estimated income tax on such adjusted items.", "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": "2026-05-02 09:17:23.321+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "569dbbd1-63bd-4bf9-9a77-cd4178bb3fa9", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.89, "x": 0.039, "y": 0.658 }, "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": "2026-05-02 09:17:23.321+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a5019a9d-649c-49a9-9c97-3c11418b2437", "parentComponentId": null }, { "bbox": { "h": 0.076, "w": 0.921, "x": 0.039, "y": 0.356 }, "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 asset impairment costs, stock-based compensation expense and related employer payroll taxes, amortization of cloud-based software implementation costs, non-cash charitable donations, and non-recurring costs such as restructuring costs, major system implementation costs, and 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": "2026-05-02 09:17:23.321+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b6c5efda-2c63-4426-aaae-467b9d6b97ea", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.921, "x": 0.039, "y": 0.74 }, "kind": "paragraph", "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": "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": "2026-05-02 09:17:23.321+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eef41dae-a19c-46a5-a5b6-3350d4146e24", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.018, "x": 0.953, "y": 0.93 }, "kind": "source-note", "text": "22", "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": "2026-05-02 09:17:23.321+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3069d14f-3632-41a2-9094-bc06e72e582c", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.557, "x": 0.221, "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": "2026-05-02 09:17:23.321+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6ddaaa2c-7f51-4e72-b76e-3e02910d7bee", "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": 55, "componentCount": 3, "textChars": 2061, "nDataPoints": 32, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:17:19.93+00", "seconds": 5.349, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-b397-73cf-beb6-e9383d16d699/23", "deck": "/decks/019de514-b397-73cf-beb6-e9383d16d699", "deckAnchor": "/decks/019de514-b397-73cf-beb6-e9383d16d699#slide-23", "deckJson": "/decks/019de514-b397-73cf-beb6-e9383d16d699.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.75, "x": 0.12, "y": 0.83 }, "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\nthe 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 nine months ended September 30, 2022, the amount\nincludes $0.1 million and $0.4 million of employer payroll costs, respectively, associated with releases of RSUs and option exercises. For the three and nine months ended September 30, 2021, the amount includes $1.6 million of employer\npayroll costs associated with releases of RSUs in connection with our direct listing.\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 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.\n(4) Represents the amortization of costs capitalized in connection with the implementation of cloud-based software.\n(5) Represents internal and external non-capitalized costs related to the implementation of our new Enterprise Resource Planning (\"ERP\") system which is expected to be live in 2023.\n(6) Represents employee severance and related costs for our restructuring plan that was executed in August 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. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:17:19.93+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fdf956ba-fc70-4c26-a4cc-6f6e67e31e9a", "parentComponentId": null }, { "bbox": { "h": 0.57, "w": 0.74, "x": 0.13, "y": 0.24 }, "kind": "table", "text": "All numbers in thousands, unaudited\nNet loss\nAdjusted to exclude the following:\nInterest and other income, net\nProvision for income taxes\nDepreciation and amortization expense\nAsset impairment charges\nStock-based compensation expense (1)\nNon-cash charitable donation (2)\nTransaction costs(3)\nAmortization of cloud-based software implementation costs (4)\nERP implementation costs (5)\nRestructuring costs (6)\nAdjusted EBITDA\nAdjusted EBITDA margin", "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": "2026-05-02 09:17:19.93+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f35735bb-97e6-4526-8769-c65cf3cabf23", "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": "2026-05-02 09:17:19.93+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b4d0cfd9-8307-4dac-9700-f914fbe5309a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 24, "type": "appendix", "function": "analyze_data", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 83, "componentCount": 6, "textChars": 1300, "nDataPoints": 108, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:17:22.996+00", "seconds": 8.407, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-b397-73cf-beb6-e9383d16d699/24", "deck": "/decks/019de514-b397-73cf-beb6-e9383d16d699", "deckAnchor": "/decks/019de514-b397-73cf-beb6-e9383d16d699#slide-24", "deckJson": "/decks/019de514-b397-73cf-beb6-e9383d16d699.json" }, "components": [ { "bbox": { "h": 0.01, "w": 0.02, "x": 0.9, "y": 0.95 }, "kind": "source-note", "text": "24", "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": "2026-05-02 09:17:22.996+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "326b647e-47b0-4a25-be9b-9ae5d8dd864d", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.45, "x": 0.53, "y": 0.18 }, "kind": "table", "text": "AS REPORTED\nNine Months Ended September 30\n2022\n2021\n2022 vs. 2021\n$451,619\n$407,906\n10.7%\n$260,411\n$241,499\n7.8%\n57.7%\n59.2%\n(154 bps)\n$349,904\n$339,264\n3.1%\n77.5%\n83.2%\n(569 bps)\n($90,142)\n($98,368)\n(8.4%)\n(20.0%)\n(24.1%)\n416 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": "2026-05-02 09:17:22.996+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "27cfaf7a-a2a5-4060-ad35-407634351544", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.45, "x": 0.07, "y": 0.18 }, "kind": "table", "text": "AS REPORTED\nThree Months Ended September 30\nUnaudited, in thousands\n2022\n2021\n2022 vs. 2021\nNet Revenue\n$148,777\n$137,373\n8.3%\nGross Profit\n$84,418\n$79,664\n6.0%\n% of Revenue\n56.7%\n58.0%\n(125 bps)\nTotal SG&A\n$108,090\n$171,643\n(37.0%)\n% of Revenue\n72.6%\n124.9%\n(5,229 bps)\nNet Loss\n($23,843)\n($91,073)\n(73.8%)\n% of Revenue\n(16.0%)\n(66.3%)\n5,027 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": "2026-05-02 09:17:22.996+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "724b4224-b50e-42be-ae86-7ac970dbe85e", "parentComponentId": null }, { "bbox": { "h": 0.37, "w": 0.45, "x": 0.53, "y": 0.53 }, "kind": "table", "text": "ADJUSTED\nNine Months Ended September 30\n2022\n2021\n2022 vs. 2021\n$451,619\n$407,906\n10.7%\n$261,120\n$242,422\n7.7%\n57.8%\n59.4%\n(161 bps)\n$266,939\n$226,569\n17.8%\n59.1%\n55.6%\n356 bps\n($4,129)\n$11,046\n(137.4%)\n(0.9%)\n2.7%\n(362 bps)\n$18,637\n$31,263\n(40.4%)\n4.1%\n7.7%\n(354 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": "2026-05-02 09:17:22.996+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7d8ee47b-1a0f-4f7a-9911-a890f6907ce3", "parentComponentId": null }, { "bbox": { "h": 0.37, "w": 0.45, "x": 0.07, "y": 0.53 }, "kind": "table", "text": "ADJUSTED\nThree Months Ended September 30\nUnaudited, in thousands\n2022\n2021\n2022 vs. 2021\nNet Revenue\n$148,777\n$137,373\n8.3%\nAdjusted Gross Profit\n$84,657\n$80,587\n5.1%\n% of Revenue\n56.9%\n58.7%\n(176 bps)\nAdjusted SG&A\n$82,170\n$74,987\n9.6%\n% of Revenue\n55.2%\n54.6%\n64 bps\nAdjusted Net Income (Loss)\n$1,614\n$3,912\n(58.7%)\n% of Revenue\n1.1%\n2.8%\n(176 bps)\nAdjusted EBITDA\n$11,926\n$11,187\n6.6%\n% of Revenue\n8.0%\n8.1%\n(13 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": "2026-05-02 09:17:22.996+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a3190948-b33b-4b11-ad28-3cdd12ad11aa", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.34, "x": 0.33, "y": 0.08 }, "kind": "title", "text": "SUPPLEMENTAL FINANCIAL INFORMATION", "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": "2026-05-02 09:17:22.996+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2acfdb3d-d616-4632-b4b6-bc1599a7f65d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 25, "type": "appendix", "function": "appendix", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "balanced", "densityScore": 30, "componentCount": 3, "textChars": 210, "nDataPoints": 64, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:17:18.893+00", "seconds": 3.756, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-b397-73cf-beb6-e9383d16d699/25", "deck": "/decks/019de514-b397-73cf-beb6-e9383d16d699", "deckAnchor": "/decks/019de514-b397-73cf-beb6-e9383d16d699#slide-25", "deckJson": "/decks/019de514-b397-73cf-beb6-e9383d16d699.json" }, "components": [ { "bbox": { "h": 0.01, "w": 0.019, "x": 0.909, "y": 0.936 }, "kind": "source-note", "text": "25", "attrs": {}, "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": "2026-05-02 09:17:18.893+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9ba3a0d3-927b-422e-9a23-66ba3aa33e44", "parentComponentId": null }, { "bbox": { "h": 0.44, "w": 0.94, "x": 0.03, "y": 0.28 }, "kind": "table", "text": "All numbers in thousands, unaudited\nCost of goods sold\n% of Revenue\nGross profit\n% of Revenue\nSelling, general, and administrative\n% of Revenue\nNet (loss) income\n% of Revenue", "attrs": {}, "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": "2026-05-02 09:17:18.893+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a1e1c661-750c-4f6b-aca0-f151c5754a24", "parentComponentId": null }, { "bbox": { "h": 0.014, "w": 0.354, "x": 0.323, "y": 0.106 }, "kind": "title", "text": "SUPPLEMENTAL FINANCIAL INFORMATION", "attrs": {}, "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": "2026-05-02 09:17:18.893+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a83d1a12-07f3-438f-a18e-682cc3ae40c6", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 26, "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": 56, "componentCount": 3, "textChars": 2053, "nDataPoints": 456, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:17:21.223+00", "seconds": 5.859, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-b397-73cf-beb6-e9383d16d699/26", "deck": "/decks/019de514-b397-73cf-beb6-e9383d16d699", "deckAnchor": "/decks/019de514-b397-73cf-beb6-e9383d16d699#slide-26", "deckJson": "/decks/019de514-b397-73cf-beb6-e9383d16d699.json" }, "components": [ { "bbox": { "h": 0.14, "w": 0.74, "x": 0.133, "y": 0.826 }, "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,\nand 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 nine months ended September 30, 2022, the amount\nincludes $0.1 million and $0.4 million of employer payroll costs, respectively, associated with releases of RSUS and option exercises. For the three and nine months ended September 30, 2021, the amount includes $1.6 million of employer\npayroll costs associated with releases of RSUS in connection with our direct listing.\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 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.\n(4) Represents the amortization of costs capitalized in connection with the implementation of cloud-based software.\n(5) Represents internal and external non-capitalized costs related to the implementation of our new Enterprise Resource Planning (\"ERP\") system which is expected to be live in 2023.\n(6) Represents employee severance and related costs for our restructuring plan that was executed in August 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. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:17:21.223+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "baa692c4-21d8-4227-8b28-5e31ca1bb6e6", "parentComponentId": null }, { "bbox": { "h": 0.499, "w": 0.939, "x": 0.048, "y": 0.253 }, "kind": "table", "text": "Unaudited, in thousands\nNet (loss) income\nAdjusted to exclude the following:\nInterest and other income, net\nProvision for income taxes\nDepreciation and amortization expense\nAsset impairment charges\nStock-based compensation expense(1)\nNon-cash charitable donation(2)\nTransaction costs(3)\nAmortization of cloud-based software implementation costs(4)\nERP implementation costs(5)\nRestructuring costs(6)\nAdjusted EBITDA\nAdjusted EBITDA margin", "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": "2026-05-02 09:17:21.223+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "140b2283-c4db-4ee5-bac9-e96546fc68f9", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.478, "x": 0.261, "y": 0.107 }, "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": "2026-05-02 09:17:21.223+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b5a55593-277a-4ac4-a4f3-387b698c6496", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "a89e0c07-27a9-45f3-af08-fd035e71cd84", "evidence": "RECONCILIATION OF ADJUSTED EBITDA TO NET INCOME", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:39:18.730307+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 26, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 27, "type": "appendix", "function": "analyze_data", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 66, "componentCount": 4, "textChars": 3396, "nDataPoints": 126, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:17:23.574+00", "seconds": 7.702, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-b397-73cf-beb6-e9383d16d699/27", "deck": "/decks/019de514-b397-73cf-beb6-e9383d16d699", "deckAnchor": "/decks/019de514-b397-73cf-beb6-e9383d16d699#slide-27", "deckJson": "/decks/019de514-b397-73cf-beb6-e9383d16d699.json" }, "components": [ { "bbox": { "h": 0.024, "w": 0.827, "x": 0.088, "y": 0.082 }, "kind": "paragraph", "text": "The following table reflects a reconciliation of each non-GAAP, or adjusted, financial measure to its most directly comparable financial measure prepared in accordance with GAAP:", "attrs": {}, "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": "2026-05-02 09:17:23.574+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "98d2fd7f-0b5f-457d-b6a7-2d602575cf66", "parentComponentId": null }, { "bbox": { "h": 0.17, "w": 0.829, "x": 0.088, "y": 0.79 }, "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\ndepending upon various factors including the timing, number, and the valuation of awards granted, vesting of awards including the satisfaction of performance conditions, and\nthe impact of repurchases of awards from employees. For the three and nine months ended September 30, 2022, the amount includes $0.1 million and $0.4 million of employer\npayroll costs, respectively, associated with releases of RSUs and option exercises. For the three and nine months ended September 30, 2021, the amount includes $1.6 million\nof employer payroll costs associated with releases of RSUs in connection with our direct listing.\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 each of\nAugust 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.\n(4) Represents the amortization of costs capitalized in connection with the implementation of cloud-based software.\n(5) Represents internal and external non-capitalized costs related to the implementation of our new ERP system which is expected to be live in 2023.\n(6) Represents employee severance and related costs for our restructuring plan that was executed in August 2022.\n(7) The adjusted provision for income taxes is based on long-term estimated annual effective tax rates of 29.94% in 2022 and 28.28% in 2021. The Company may adjust its\nadjusted tax rate as additional information becomes available or events occur which may materially affect this rate, including impacts from the rapidly evolving global tax\nenvironment, significant changes in our geographic mix, merger and acquisition activity, or changes in our business outlook.", "attrs": {}, "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": "2026-05-02 09:17:23.574+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a2211371-9517-499f-a1cb-f6978109075f", "parentComponentId": null }, { "bbox": { "h": 0.64, "w": 0.83, "x": 0.088, "y": 0.143 }, "kind": "table", "text": "Unaudited, in thousands\nCost of goods sold\nAdjusted to exclude the following:\nStock-based compensation expense (1)\nAdjusted cost of goods sold\nGross profit\nAdjusted to exclude the following:\nStock-based compensation expense(1)\nAdjusted gross profit\nSelling, general, and administrative expenses\nAdjusted to exclude the following:\nStock-based compensation expense (1)\nNon-cash charitable donation (2)\nTransaction costs(3)\nAmortization of cloud-based software implementation costs (4)\nERP implementation costs (5)\nRestructuring costs (6)\nAdjusted selling, general, and administrative expenses\nNet loss\nProvision for income taxes\nLoss before income taxes\nAdjusted to exclude the following:\nStock-based compensation expense (1)\nNon-cash charitable donation (2)\nTransaction costs(3)\nAmortization of cloud-based software implementation costs (4)\nERP implementation costs (5)\nRestructuring costs (6)\nAdjusted provision for income taxes (4)\nAdjusted net income (loss)\nLess: undistributed adjusted net income attributable\nto participating securities\nAdjusted net income (loss) attributable to common stock\nAdjusted weighted average shares - diluted\nAdjusted diluted earnings (loss) per share", "attrs": {}, "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": "2026-05-02 09:17:23.574+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4c55efe7-7ef5-4268-add1-27cba9ac8a1e", "parentComponentId": null }, { "bbox": { "h": 0.012, "w": 0.406, "x": 0.372, "y": 0.042 }, "kind": "title", "text": "RECONCILIATION OF NON-GAAP MEASURES", "attrs": {}, "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": "2026-05-02 09:17:23.574+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "877274fc-01ec-42b8-9a92-c54e9e1ddeb4", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "8bde84a3-7eaa-4ae2-b928-7210a6520efe", "evidence": "RECONCILIATION OF NON-GAAP MEASURES", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:39:18.799487+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 27, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 28, "type": "appendix", "function": "other", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "sparse", "densityScore": 1, "componentCount": 1, "textChars": 9, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:17:18.601+00", "seconds": 2.432, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-b397-73cf-beb6-e9383d16d699/28", "deck": "/decks/019de514-b397-73cf-beb6-e9383d16d699", "deckAnchor": "/decks/019de514-b397-73cf-beb6-e9383d16d699#slide-28", "deckJson": "/decks/019de514-b397-73cf-beb6-e9383d16d699.json" }, "components": [ { "bbox": { "h": 0.07407407407407407, "w": 0.4027777777777778, "x": 0.2986111111111111, "y": 0.46296296296296297 }, "kind": "title", "text": "THANK YOU", "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": "2026-05-02 09:17:18.601+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6921e787-b277-44a1-a73e-840bed4533c2", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 4, "to": 5, "label": "Problem", "description": "The deck presents Warby Parker's current financial situation" }, { "from": 5, "to": 10, "label": "Financials", "description": "The deck provides detailed financial information, including net revenue and adjusted EBITDA performance" }, { "from": 12, "to": 12, "label": "Solution", "description": "The deck presents Warby Parker's growth strategy, including expanding retail footprint" }, { "from": 19, "to": 20, "label": "Market Size", "description": "The deck provides information on Warby Parker's revenue buildup and sales retention rates" } ], "loops": [ { "from": 5, "to": 10, "label": "Cost Of Inaction", "description": "Highlight the importance of Warby Parker's financial performance" }, { "from": 12, "to": 12, "label": "Pareto Focus", "description": "Emphasize Warby Parker's growth strategy" } ] }