NEW YORK, December 29, 2025, 11:55 ET — Regular session
- Warby Parker shares fell about 3% in late morning trading, tracking a broader pullback from last week’s rally.
- Investors kept a close eye on thin year-end volumes and incoming Fed signals that could sway risk appetite.
- Attention remains on the company’s planned AI smart-glasses tie-up with Google and the next earnings update.
Warby Parker Inc shares fell about 3% on Monday, extending a late-December pullback as U.S. stocks eased from record highs. The eyewear retailer was down 3.1% at $23.43 at 11:55 a.m. ET.
The move came as Wall Street opened the final trading week of 2025 on the back foot, with heavyweight technology stocks giving up some of last week’s gains. Consumer discretionary shares were also under pressure, according to Reuters.
That matters now because liquidity is thinning into year-end, which can amplify swings in single names. Traders are also watching whether the so-called “Santa Claus rally” — the tendency for stocks to rise late in December and early January — holds up into the new year. Reuters
Warby Parker has traded between $23.21 and $24.62 on Monday after opening at $24.17, LSEG data showed. The company has a market value of about $3.4 billion.
There were no fresh company-specific headlines on the Reuters feed for Warby Parker in recent days, after a burst of attention earlier this month tied to its push into smart eyewear.
On Dec. 9, Warby Parker said it was teaming up with Alphabet’s Google to develop lightweight, AI-powered smart glasses, with a first product expected in 2026. Google said the effort would use its Android XR platform and Gemini AI model, and described two device types — one for screen-free assistance and another with an in-lens display.
The partnership drops Warby Parker into a crowded wearables race led by Meta’s Ray-Ban smart glasses with EssilorLuxottica, while other tech giants are also circling the category, Reuters has reported.
Broader market sentiment remained a headwind on Monday as investors rotated out of mega-cap tech after a strong run. “It’ll turn out to be a buying opportunity,” said Hank Smith, director and head of investment strategy at Haverford Trust, referring to the day’s tech-led wobble. Reuters
For Warby Parker, that backdrop matters because the stock’s recent narrative has been increasingly linked to technology and “AI-adjacent” themes, even as its core business remains selling prescription and non-prescription eyewear.
On the calendar, investors will watch for U.S. economic signals that can shift rate expectations in a holiday-thinned week, including minutes from the Federal Reserve’s last meeting and weekly jobless claims. U.S. markets are closed on Thursday for New Year’s Day.
Company-specific catalysts are thinner in the near term. Zacks Investment Research lists Warby Parker’s next earnings report for Feb. 26, 2026, though the company has not detailed what incremental financial contribution, if any, it expects from smart glasses before launch.
For now, traders are watching whether Warby Parker can stabilize near the low end of Monday’s range as the year-end tape settles — and whether the next leg higher, if it comes, is driven by fundamentals like sales trends and margins rather than headline momentum.
