What smart money is saying about Warby Parker, Inc. Class A
2 funds in our archive have pitched Warby Parker, Inc. Class A — most recently Riverwater Small Cap Strategy in December 2025.
Warby Parker Inc. provides eyewear products. It offers eyeglasses, sunglasses, light-responsive lenses, blue-light-filtering lenses, and contact lenses, as well as accessories, including cases, lenses kit with anti-fog spray, pouches, and anti-fog lens spray. The company also offers eye exams and vision tests directly to consumers through its retail stores, website, and mobile apps. As of May 16, 2022, it had 160 retail stores in the United States and Canada. The company was formerly known as JAND, Inc. and changed its name to Warby Parker Inc. in June 2021. Warby Parker Inc. was incorporated in 2009 and is headquartered in New York, New York.
Fund coverage · 2 theses
- Riverwater Small Cap StrategyDecember 2025
Warby Parker is a vertically integrated eyewear retailer with margin expansion, omnichannel growth, and smart-glasses optionality supporting strong long-term ROIC.
Read the full thesis - Riverwater Small Cap StrategyMarch 2025
Warby Parker Inc. is an attractive investment opportunity due to its strong revenue growth, market share potential in the $66 billion US eyewear market, and commitment to responsible business practices as a certified B Corp.
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