PLTR, WRBY, and CHWY: Three Consumer and AI Plays to Watch

Chris Wang highlights Palantir's (PLTR) AI-driven momentum, pointing to real-world efficiency gains that are fueling investor enthusiasm. He also discusses Warby Parker's (WRBY) store expansion and Alphabet (GOOGL) partnership, along with Chewy's (CHWY) recurring revenue model and margin growth opportunities through veterinary services.

Warby Parker Q2 Earnings Call Highlights

Warby Parker NYSE: WRBY reported second-quarter revenue of $235.5 million, up 9.8% from a year earlier, as retail sales growth, eye exam expansion and higher average order values helped offset continued softness in customer traffic and the effects of ending its Home Try-On program.

MarketBeat • Aug 9, 2026

Warby Parker Swings to Profit on Tariff Refund

Warby Parker swung to a second-quarter profit as results were helped by a tariff refund, offsetting costs of the upcoming launch of its artificial-intelligence eyewear.

WSJ • Aug 6, 2026

Warby Parker Inc. (WRBY) Q2 2026 Earnings Call Transcript

Warby Parker Inc. (WRBY) Q2 2026 Earnings Call Transcript

Seeking Alpha • Aug 6, 2026

Warby Parker Announces Second Quarter 2026 Results

NEW YORK--(BUSINESS WIRE)--Warby Parker Inc. (NYSE: WRBY) (“Warby Parker” or the “Company”), a direct-to-consumer lifestyle brand focused on vision for all, today announced financial results for the second quarter ended June 30, 2026. Highlights Delivered revenue growth of 9.8%. Drove Active Customer growth of 4.1% to 2.71 million on a trailing 12-month basis, and Average Revenue per Customer of $336, up 6.6% year over year. Generated net income of $4.6 million and Adjusted EBITDA(1) of $32.9 m.

Business Wire • Aug 6, 2026

Warby Parker Inc. (WRBY) Surpasses Q2 Earnings Estimates

Warby Parker Inc. (WRBY) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.12 per share. This compares to earnings of $0.08 per share a year ago.

Zacks Investment Research • Aug 6, 2026

Here's What Key Metrics Tell Us About Warby Parker (WRBY) Q2 Earnings

The headline numbers for Warby Parker (WRBY) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Zacks Investment Research • Aug 7, 2026

Warby Parker Inc. (WRBY) Reports Next Week: Wall Street Expects Earnings Growth

Warby Parker (WRBY) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Zacks Investment Research • Jul 30, 2026

Warby Parker: I Don't See A Path To An Upgrade

Warby Parker remains a speculative 'hold' due to high valuation despite robust revenue growth and expansion plans. WRBY's growth is driven by aggressive store openings, rising active customers, and higher revenue per customer, though margin pressure persists. Upcoming AI glasses launch, backed by Alphabet's $150M partnership, is a key potential upside but carries execution risk.

Seeking Alpha • Jul 29, 2026

Warby Parker to Announce Second Quarter 2026 Financial Results on August 6, 2026

NEW YORK--(BUSINESS WIRE)--Warby Parker Inc. (NYSE: WRBY) (the “Company”), a direct-to-consumer lifestyle brand focused on vision for all, today announced that its financial results for the second quarter ended June 30, 2026, will be released before market open on August 6, 2026. In addition, the Company will discuss its results and business outlook during a live conference call and webcast at 8:00 a.m. Eastern Time. The conference call can be accessed by dialing (833) 461-5787 from the U.S. or.

Business Wire • Jul 16, 2026