← Warby Parker overview

Warby Parker vs Sally Beauty: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Warby Parker Inc (WRBY)

Q3 2026
▲4

Warby Parker's AI glasses launch and profit swing drive the story

  • Q1 beat and full-year guidance reaffirmed Warby Parker's Q1 2026 revenue rose 8.3% to $242.4 million, beating expectations, with net income of $3.2 million. The company reaffirmed full-year revenue guidance of $959–$976 million and plans 50 new stores. This supports the stock by showing steady growth and disciplined expansion.

    This is a new earnings report that confirms the company's growth trajectory and store expansion plans.

  • First intelligent eyewear line unveiled with Google and Samsung Warby Parker unveiled its first Intelligent Eyewear line, powered by Google's Gemini and Android XR, with Samsung. The frames offer real-time assistance and will launch this fall. This opens a new product category, potentially boosting future revenue and investor excitement.

    This is a new product launch that expands Warby Parker's addressable market into smart wearables.

  • Qualcomm and Samsung expand partnership to include Warby Parker Qualcomm and Samsung announced that Warby Parker will offer intelligent eyewear designs built on Snapdragon AR1 Gen 1, part of larger collections coming this fall. This confirms Warby Parker's entry into smart glasses and adds credibility through major tech partners.

    This news validates Warby Parker's AI eyewear strategy and signals upcoming product availability.

  • Q2 profit swing on tariff refund, but revenue miss Warby Parker swung to a $4.6 million Q2 profit, helped by an $11.8 million tariff refund, but revenue of $235.5 million missed the $238 million consensus. The stock fell 7% on the miss, though full-year guidance was reaffirmed. The tariff refund is a one-time boost, while the revenue miss raises demand concerns.

    This is the latest earnings report, showing both a positive profit swing and a negative revenue miss, which directly moved the stock.

  • Intelligent Eyewear collection officially launched Warby Parker announced the launch of its first Intelligent Eyewear collection with Google Gemini and Samsung, marking its entry into smart wearables. The product rolls out in fall 2026, and investors will watch for early demand signals like unit volumes and prescription attach rates.

    This is the official launch of the AI glasses, a key new product that could drive future growth.

July 2026
▲4

Warby Parker's AI glasses launch and profit swing drive the story

  • Q1 beat and full-year guidance reaffirmed Warby Parker's Q1 2026 revenue rose 8.3% to $242.4 million, beating expectations, with net income of $3.2 million. The company reaffirmed full-year revenue guidance of $959–$976 million and plans 50 new stores. This supports the stock by showing steady growth and disciplined expansion.

    This is a new earnings report that confirms the company's growth trajectory and store expansion plans.

  • First intelligent eyewear line unveiled with Google and Samsung Warby Parker unveiled its first Intelligent Eyewear line, powered by Google's Gemini and Android XR, with Samsung. The frames offer real-time assistance and will launch this fall. This opens a new product category, potentially boosting future revenue and investor excitement.

    This is a new product launch that expands Warby Parker's addressable market into smart wearables.

  • Qualcomm and Samsung expand partnership to include Warby Parker Qualcomm and Samsung announced that Warby Parker will offer intelligent eyewear designs built on Snapdragon AR1 Gen 1, part of larger collections coming this fall. This confirms Warby Parker's entry into smart glasses and adds credibility through major tech partners.

    This news validates Warby Parker's AI eyewear strategy and signals upcoming product availability.

  • Q2 profit swing on tariff refund, but revenue miss Warby Parker swung to a $4.6 million Q2 profit, helped by an $11.8 million tariff refund, but revenue of $235.5 million missed the $238 million consensus. The stock fell 7% on the miss, though full-year guidance was reaffirmed. The tariff refund is a one-time boost, while the revenue miss raises demand concerns.

    This is the latest earnings report, showing both a positive profit swing and a negative revenue miss, which directly moved the stock.

  • Intelligent Eyewear collection officially launched Warby Parker announced the launch of its first Intelligent Eyewear collection with Google Gemini and Samsung, marking its entry into smart wearables. The product rolls out in fall 2026, and investors will watch for early demand signals like unit volumes and prescription attach rates.

    This is the official launch of the AI glasses, a key new product that could drive future growth.

Latest
▲4

Warby Parker's AI glasses launch and profit swing drive the story

  • Q1 beat and full-year guidance reaffirmed Warby Parker's Q1 2026 revenue rose 8.3% to $242.4 million, beating expectations, with net income of $3.2 million. The company reaffirmed full-year revenue guidance of $959–$976 million and plans 50 new stores. This supports the stock by showing steady growth and disciplined expansion.

    This is a new earnings report that confirms the company's growth trajectory and store expansion plans.

  • First intelligent eyewear line unveiled with Google and Samsung Warby Parker unveiled its first Intelligent Eyewear line, powered by Google's Gemini and Android XR, with Samsung. The frames offer real-time assistance and will launch this fall. This opens a new product category, potentially boosting future revenue and investor excitement.

    This is a new product launch that expands Warby Parker's addressable market into smart wearables.

  • Qualcomm and Samsung expand partnership to include Warby Parker Qualcomm and Samsung announced that Warby Parker will offer intelligent eyewear designs built on Snapdragon AR1 Gen 1, part of larger collections coming this fall. This confirms Warby Parker's entry into smart glasses and adds credibility through major tech partners.

    This news validates Warby Parker's AI eyewear strategy and signals upcoming product availability.

  • Q2 profit swing on tariff refund, but revenue miss Warby Parker swung to a $4.6 million Q2 profit, helped by an $11.8 million tariff refund, but revenue of $235.5 million missed the $238 million consensus. The stock fell 7% on the miss, though full-year guidance was reaffirmed. The tariff refund is a one-time boost, while the revenue miss raises demand concerns.

    This is the latest earnings report, showing both a positive profit swing and a negative revenue miss, which directly moved the stock.

  • Intelligent Eyewear collection officially launched Warby Parker announced the launch of its first Intelligent Eyewear collection with Google Gemini and Samsung, marking its entry into smart wearables. The product rolls out in fall 2026, and investors will watch for early demand signals like unit volumes and prescription attach rates.

    This is the official launch of the AI glasses, a key new product that could drive future growth.

Sally Beauty Holdings Inc (SBH)

Q3 2026
▲3

Sally Beauty's profit gains and cost cuts offset weak sales

  • Q3 profit and EPS beat, guidance raised Sally Beauty's fiscal third-quarter profit rose to $54.08 million, or $0.55 per share, up from $0.44 a year earlier, beating estimates. Revenue edged up 0.2% to $935.5 million. The company raised the low end of its full-year EPS guidance to $2.04–$2.08. This supports the stock by showing improving profitability.

    This is the core new earnings event that directly drives SBH's valuation and investor sentiment.

  • Fuel for Growth cost savings boost margins The Fuel for Growth program delivered $9 million in pretax benefits in Q3, lifting gross margin by 40 basis points to 52.4%. Management expects about $45 million in fiscal 2026 savings, with cumulative run-rate savings near $120 million. Cost cuts help profits even when sales are flat, supporting the stock.

    This explains a key driver of margin expansion and future earnings power, which investors care about.

  • Weak sales and BSG segment decline Total revenue rose only 0.2% and comparable sales were flat. The Beauty Systems Group segment saw sales fall 2.4% due to softness in the Care category. This drags on the stock because it shows the company is not growing its core business, even as profits improve.

    This is the main counterweight: weak demand limits upside and explains why shares fell after the earnings beat.

  • New products and digital growth support outlook E-commerce sales rose 11% to $110 million, and management highlighted strength in color products. New categories like fragrances and men's products are expected to help win market share. This gives investors confidence in future growth, pushing the stock up.

    This points to future revenue drivers that can offset current weak sales and support the stock.

August 2026
▲3

Sally Beauty's profit gains and cost cuts offset weak sales

  • Q3 profit and EPS beat, guidance raised Sally Beauty's fiscal third-quarter profit rose to $54.08 million, or $0.55 per share, up from $0.44 a year earlier, beating estimates. Revenue edged up 0.2% to $935.5 million. The company raised the low end of its full-year EPS guidance to $2.04–$2.08. This supports the stock by showing improving profitability.

    This is the core new earnings event that directly drives SBH's valuation and investor sentiment.

  • Fuel for Growth cost savings boost margins The Fuel for Growth program delivered $9 million in pretax benefits in Q3, lifting gross margin by 40 basis points to 52.4%. Management expects about $45 million in fiscal 2026 savings, with cumulative run-rate savings near $120 million. Cost cuts help profits even when sales are flat, supporting the stock.

    This explains a key driver of margin expansion and future earnings power, which investors care about.

  • Weak sales and BSG segment decline Total revenue rose only 0.2% and comparable sales were flat. The Beauty Systems Group segment saw sales fall 2.4% due to softness in the Care category. This drags on the stock because it shows the company is not growing its core business, even as profits improve.

    This is the main counterweight: weak demand limits upside and explains why shares fell after the earnings beat.

  • New products and digital growth support outlook E-commerce sales rose 11% to $110 million, and management highlighted strength in color products. New categories like fragrances and men's products are expected to help win market share. This gives investors confidence in future growth, pushing the stock up.

    This points to future revenue drivers that can offset current weak sales and support the stock.

Latest
▲3

Sally Beauty's profit gains and cost cuts offset weak sales

  • Q3 profit and EPS beat, guidance raised Sally Beauty's fiscal third-quarter profit rose to $54.08 million, or $0.55 per share, up from $0.44 a year earlier, beating estimates. Revenue edged up 0.2% to $935.5 million. The company raised the low end of its full-year EPS guidance to $2.04–$2.08. This supports the stock by showing improving profitability.

    This is the core new earnings event that directly drives SBH's valuation and investor sentiment.

  • Fuel for Growth cost savings boost margins The Fuel for Growth program delivered $9 million in pretax benefits in Q3, lifting gross margin by 40 basis points to 52.4%. Management expects about $45 million in fiscal 2026 savings, with cumulative run-rate savings near $120 million. Cost cuts help profits even when sales are flat, supporting the stock.

    This explains a key driver of margin expansion and future earnings power, which investors care about.

  • Weak sales and BSG segment decline Total revenue rose only 0.2% and comparable sales were flat. The Beauty Systems Group segment saw sales fall 2.4% due to softness in the Care category. This drags on the stock because it shows the company is not growing its core business, even as profits improve.

    This is the main counterweight: weak demand limits upside and explains why shares fell after the earnings beat.

  • New products and digital growth support outlook E-commerce sales rose 11% to $110 million, and management highlighted strength in color products. New categories like fragrances and men's products are expected to help win market share. This gives investors confidence in future growth, pushing the stock up.

    This points to future revenue drivers that can offset current weak sales and support the stock.