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Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:01:24.483+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "436f2b51-5ae0-451c-95b7-78e9add25d7d", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.05, "x": 0.75, "y": 0.86 }, "kind": "source-note", "text": "Onset of\nOmicron", "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 08:01:24.483+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "55676092-1c5a-4b8b-89af-71f113304cd1", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.06, "x": 0.549, "y": 0.34 }, "kind": "source-note", "text": "Onset of COVID", "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. 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The non-GAAP measures as defined by the Company may not be comparable to similar non-GAAP measures presented by other companies. The presentation of such measures, which may include adjustments to exclude unusual or non-recurring items, should not be construed as an inference that the Company's future results will be unaffected by other unusual or nonrecurring items. 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The initial measurement period represents the initial purchase for each customer in a given customer cohort.", "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 08:01:27.599+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "51b14208-a0f3-421c-bdea-bc2085a11a52", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.92, "x": 0.04, "y": 0.609 }, "kind": "paragraph", "text": "The Company calculates \"adjusted SG&A\" as SG&A adjusted for stock-based compensation expense and related employer payroll taxes, non-cash charitable donations, and non-recurring costs such as major system implementation costs and direct listing costs.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:01:27.599+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5edce544-955e-478b-b4b4-b3bd932785fd", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.86, "x": 0.04, "y": 0.67 }, "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 08:01:27.599+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7812403b-266c-4b49-9aba-6a7a2aa8f706", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.92, "x": 0.04, "y": 0.76 }, "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 08:01:27.599+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "808a48d8-2f0d-4106-a907-f5fcd9cd6378", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.92, "x": 0.04, "y": 0.339 }, "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 major system implementation costs and direct listing 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 08:01:27.599+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ab510de0-a3c5-42bd-b913-9cf5e4ff0641", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.92, "x": 0.04, "y": 0.702 }, "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 08:01:27.599+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e3b2cc71-b7bd-4edc-a260-711ff37d7361", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.92, "x": 0.04, "y": 0.94 }, "kind": "paragraph", "text": "Virtual Try-On refers to a feature within our mobile app that uses a proprietary method we call \"unique placement\" to allow our customers to try on glasses and sunglasses with an iPhone X and above.", "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 08:01:27.599+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ee591000-0090-4178-a204-44d09c32d650", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.92, "x": 0.04, "y": 0.42 }, "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 major system implementation costs and direct listing costs, and as further adjusted for estimated income tax on such adjusted items. 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For the three months ended June 30, 2023 and 2022, the amount includes $0.2 million and $0.1 million, respectively, of employer payroll costs associated with releases of RSUs and option exercises. For the six months ended June 30, 2023 and 2022, the amount\nincludes $0.2 million and $0.3 million, respectively, of employer payroll costs associated with releases of RSUs and option exercises.\n(2) Represents charitable expense recorded in connection with the donation of 56,938 shares of Class A common stock to charitable donor advised funds in June 2023 and 178,572 shares of Class A common stock in May 2022 to the Warby Parker Impact Foundation.\n(3) Represents the amortization of costs capitalized in connection with the implementation of cloud-based software.\n(4) Represents internal and external non-capitalized costs related to the implementation of our new Enterprise Resource Planning (\"ERP\") system.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. 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"version": 1, "description": null }, "density": "dense", "densityScore": 55, "componentCount": 3, "textChars": 1289, "nDataPoints": 108, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:01:26.237+00", "seconds": 7.747, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-bc38-734a-b825-4f04484f59e6/23", "deck": "/decks/019de516-bc38-734a-b825-4f04484f59e6", "deckAnchor": "/decks/019de516-bc38-734a-b825-4f04484f59e6#slide-23", "deckJson": "/decks/019de516-bc38-734a-b825-4f04484f59e6.json" }, "components": [ { "bbox": { "h": 0.4, "w": 0.84, "x": 0.08, "y": 0.53 }, "kind": "table", "text": "ADJUSTED\nThree Months Ended June 30\n2023\n2022\n2023 vs. 2022\nADJUSTED\nSix Months Ended June 30\n2023\n2022\n2023 vs. 2022\nUnaudited, in thousands\nNet Revenue\n$166,093\n$149,624\n11.0%\n$338,061\n$302,842\n11.6%\nAdjusted Gross Profit\n$90,931\n$86,582\n5.0%\n$185,920\n$176,463\n5.4%\n% of Revenue\n54.7%\n57.9%\n(312 bps)\n55.0%\n58.3%\n(327 bps)\nAdjusted SG&A\n$86,758\n$88,526\n(2.0%)\n$173,908\n$184,770\n(5.9%)\n% of Revenue\n52.2%\n59.2%\n(693 bps)\n51.4%\n61.0%\n(957 bps)\nAdjusted Net Income (Loss)\n$4,553\n($1,398)\n(425.6%)\n$11,408\n($5,784)\n(297.2%)\n% of Revenue\n2.7%\n(0.9%)\n368 bps\n3.4%\n(1.9%)\n528 bps\nAdjusted EBITDA\n$14,175\n$5,936\n138.8%\n$31,912\n$6,710\n375.6%\n% of Revenue\n8.5%\n4.0%\n457 bps\n9.4%\n2.2%\n722 bps", "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": 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