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These statements may relate to, but are not limited to, expectations of future operating results or financial performance, including expectations regarding achieving profitability, delivering stakeholder value, growing market share, and our GAAP and non-GAAP guidance for the quarter ending March 31, 2024 and year ending December 31, 2024; expectations regarding the number of new store openings during the year ending December 31, 2024; 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. 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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 SEC filings, including our Annual Report on Form 10-K for the year ended December 31, 2023 and our Quarterly Reports on Form 10-Q. Forward-looking statements should not be read as a guarantee of future performance or results. 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"h": 0.02, "w": 0.76, "x": 0.12, "y": 0.96 }, "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 06:54:49.321+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "07b2ef43-b378-4d56-8084-ef52f20df33f", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.76, "x": 0.12, "y": 0.71 }, "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 06:54:49.321+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0a2db769-fa44-4e24-b0fa-e71cfd8bb305", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.76, "x": 0.12, "y": 0.25 }, "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, restructuring costs, and direct listing costs. 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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 06:54:49.321+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ab871361-5f51-498c-972f-02efc688b408", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.76, "x": 0.12, "y": 0.1 }, "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 gross profit\", \"adjusted gross margin\", \"adjusted SG&A\", and \"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 06:54:49.321+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b1064dda-705e-45b7-9376-e939648b374f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.76, "x": 0.12, "y": 0.43 }, "kind": "paragraph", "text": "The Company calculates \"adjusted COGS\" as cost of goods sold adjusted for stock-based compensation expense and related employer payroll taxes. The Company calculates \"adjusted gross profit\" as net revenue minus adjusted COGS. \"Adjusted gross margin\" is defined as adjusted gross profit 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 06:54:49.321+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b8876991-0558-4557-a156-439f7f5cb592", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.76, "x": 0.12, "y": 0.76 }, "kind": "paragraph", "text": "Customer Acquisition Cost is defined as acquisition costs for a given period divided by the number of Active Customers during that same period. 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Home Try-On costs include customer shipping, consumable, and product fulfillment costs related to the program.", "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 06:54:49.321+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c8208080-6cd1-42dd-8013-a81e04f35811", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.76, "x": 0.12, "y": 0.56 }, "kind": "paragraph", "text": "The Company calculates \"free cash flow\" as net cash provided by operating activities minus purchases of property and equipment.", "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 06:54:49.321+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ec3d460d-394b-4b99-9308-b60ff810d63a", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.56, "x": 0.22, "y": 0.03 }, "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 06:54:49.321+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1f5868c9-e861-41b5-90df-1347aa7fb668", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 21, "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": 2325, "nDataPoints": 44, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 06:54:43.417+00", "seconds": 5.032, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-3440-7419-8857-14ac3810feb1/21", "deck": "/decks/019de518-3440-7419-8857-14ac3810feb1", "deckAnchor": "/decks/019de518-3440-7419-8857-14ac3810feb1#slide-21", "deckJson": "/decks/019de518-3440-7419-8857-14ac3810feb1.json" }, "components": [ { "bbox": { "h": 0.13, "w": 0.89, "x": 0.06, "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 the valuation of awards granted, vesting of awards including the satisfaction of performance conditions, and the impact of repurchases of awards from employees. 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of Revenue\n53.8%\n55.1%\n(126 bps)\n54.5%\n57.0%\n(249 bps)\nTotal SG&A\n$108,635\n$102,361\n6.1%\n$437,220\n$452,265\n(3.3%)\n% of Revenue\n67.1%\n69.9%\n(276 bps)\n65.3%\n75.6%\n(1,034 bps)\nNet Loss\n($19,047)\n($20,251)\n(5.9%)\n($63,197)\n($110,393)\n(42.8%)\n% of Revenue\n(11.8%)\n(13.8%)\n206 bps\n(9.4%)\n(18.5%)\n902 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 06:54:46.037+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4e81a7f8-f9c1-4e16-81f2-586d84dd3959", "parentComponentId": null }, { "bbox": { "h": 0.39, "w": 0.84, "x": 0.08, "y": 0.52 }, "kind": "table", "text": "ADJUSTED\nThree Months Ended December 31\nYear Ended December 31\nUnaudited, in thousands\n2023\n2022\n2023 vs. 2022\n2023\n2022\n2023 vs. 2022\nNet Revenue\n$161,855\n$146,493\n10.5%\n$669,765\n$598,112\n12.0%\nAdjusted Gross Profit\n$87,357\n$80,846\n8.1%\n$366,291\n$341,967\n7.1%\n% of Revenue\n54.0%\n55.2%\n(122 bps)\n54.7%\n57.2%\n(248 bps)\nAdjusted SG&A\n$91,357\n$81,486\n12.1%\n$358,618\n$348,523\n2.9%\n% of Revenue\n56.4%\n55.6%\n82 bps\n53.5%\n58.3%\n(473 bps)\nAdjusted Net (Loss) Income\n($1,105)\n$523\n(311.1%)\n$11,801\n($3,703)\n(418.7%)\n% of Revenue\n(0.7%)\n0.4%\n(104 bps)\n1.8%\n(0.6%)\n238 bps\nAdjusted EBITDA\n$9,408\n$8,568\n9.8%\n$52,352\n$27,202\n92.5%\n% of Revenue\n5.8%\n5.8%\n(4 bps)\n7.8%\n4.5%\n327 bps", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", 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satisfaction of performance conditions, and the impact of repurchases of awards from employees. Included in stock-based compensation expense for both the three and twelve\nmonths ended December 31, 2023 is $2.2 million of liability based awards resulting from accrued bonuses that will be settled in equity in the first quarter of 2024. For the three and twelve months ended December 31, 2023, the amount\nincludes $0.1 million and $0.6 million of employer payroll costs, respectively, associated with releases of RSUs and option exercises. For the three and twelve months ended December 31, 2022, the amount includes $0.2 million and $0.6\nmillion of employer payroll costs, respectively, 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 both August 2023 and May\n2022 to the Warby Parker Impact Foundation, and a donation of 34,528 shares of Class A common stock to third-party charitable donor advised funds in November 2022.\n(3) Represents costs directly attributable to the preparation for our Direct Listing.\n(4) Represents internal and external non-capitalized costs related to the implementation of our new ERP system.\n(5) Represents employee severance and related costs for our restructuring plan that was executed in August 2022 and other non-recurring costs.\n(6) The adjusted provision for income taxes is based on long-term estimated annual effective tax rates of 30.2% in 2023 and 29.5% in 2022. 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