Warby Parker stock surged 28% after delivering upbeat Q1 sales results and announcing AI-powered glasses partnership with Google launching later this year.

Warby Parker's net revenue grew 8.3% to $242.4 million in Q1, while active customers rose 4.8% to 2.69 million and average revenue per customer climbed 6.9% to $331. The company opened 14 net stores, bringing its total to 337 locations across the U.S. and Canada.

Warby Parker is launching intelligent eyewear developed in partnership with Alphabet's Google, featuring Warby Parker's optical designs and Google's multimodal AI technology (AI that processes multiple types of information like text, images, and sound). The glasses are designed for all-day wear.

For 2026, Warby Parker forecasts full-year revenue growing 10% to 12% to between $959 million and $976 million, driven by 50 store openings, and adjusted EBITDA of $117 million to $119 million, up from $95.2 million in 2025.