Warby Parker reported double-digit sales growth in the second quarter, alongside continued store expansion and progress on its AI-powered eyewear project with Gentle Monster and Google.

For the three months ending June, net revenue rose 13.9 per cent to $214.5 million. Active customers increased 9 per cent year on year to 2.6 million, while average revenue per customer grew 4.6 per cent to $316.

Net loss narrowed to $1.8 million from $6.8 million a year earlier, and adjusted EBITDA rose $5.4 million to $25 million.

The quarter also saw the launch of “Advisor,” an AI-driven personalized recommendation tool that is showing strong early adoption.

“Our partnership with Google is a testament to our commitment to innovation as we shape the future of how people interact with AI,” said co-founder and co-CEO Neil Blumenthal.

Warby Parker opened 11 net new stores during the quarter, bringing its total to 298 and keeping it on track to open 45 new locations this year, including five Target shop-in-shops.

The company raised its full-year outlook to revenue of $880 to $888 million, up 14 to 15 per cent year-over-year, and adjusted EBITDA of $98 to $101 million, a margin of 11.1 to 11.4 per cent.

Neil Saunders, MD of GlobalData, said the retailer is “moving in the right direction,” with store expansion helping to drive growth and a “clear pathway to profitability” as losses narrow.

While tariffs have pressured margins, Saunders believes Warby Parker can counter the impact through selective price increases and cost efficiencies.

“Warby Parker remains on the cutting edge of eyewear,” he added, citing AI tools, Google collaboration, and refreshed product range as key points of difference from traditional optical players.

“While Warby Parker is a more mature and larger company than it once was, there is still a spirit of experimentation,” concluded Saunders. “Its recent range refresh can also help update the assortment and should stimulate some consumer interest.”