Warby Parker Inc. (WRBY)

Virtual Group Meeting

Monday November 17, 2025

Please indicate your INTEREST in participating in a Virtual Group Meeting with Warby Parker Inc. (WRBY):

MANAGEMENT:

• Neil Blumenthal, Co-Founder & Co-CEO
• Dave Gilboa, Co-Founder & Co-CEO
• Josh Truppo, VP Finance Planning & Analysis
• Jaclyn Berkley, VP, Head of IR

TIME:

11:00am-11:45am ET

DETAILS:

• WRBY’s DTC business model blends a digital and physical shopping and service experience, offering style and value (pairs start at $95) to a growing customer base (WRBY ended 3Q25 with 2.7MM active customers, up 9.3% YoY)
• The company currently operates 313 stores in North America, with a long-term potential for 900+ locations, which continue to payback within 20 months and have a four-wall margin of ~35%
• WRBY is working towards a ~20% EBITDA margin over the long-term (vs. 2025E of 11.4%) it continues to strategically invest in expanding its store footprint, hiring optometrists, scaling its contacts business, introducing new frame and lens innovation (including AI glasses with Google), while reinvesting in marketing

Please call your TAG salesperson if you have an interest