Warby Parker's AI Bet Could Become Bigger Than Market Expects -- Market Talk
Dow Jones06-13
1644 ET - TD Cowen argues investors may be underestimating the upside from Warby Parker's planned AI glasses launch later this year. Analysts said in a research note its estimates don't include revenue from the product, even as they forecast the category could generate roughly $700 million to $800 million in annual sales by year five. They also see room for growth in Warby Parker's core eyewear business through store expansion, eye exams and insurance penetration, arguing smart glasses could provide meaningful upside beyond those existing growth drivers. (anvee.bhutani@wsj.com)
(END) Dow Jones Newswires
June 12, 2026 16:44 ET (20:44 GMT)
Copyright (c) 2026 Dow Jones & Company, Inc.
At the request of the copyright holder, you need to log in to view this content
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments