Warby Parker Disrupts Traditional Eyewear With Omni-Channel Model

27 days ago

SPEAKER_04

"My supernova stock idea is Warby Parker, which you may know as the company that started selling eyewear online and has since moved on to building out about 250 stores around the U.S. in several U.S. states... And I own these shares. I've been buying. I really like this company."

Warby Parker is highlighted for its innovative transition from an e-commerce eyewear disruptor to establishing a profitable brick-and-mortar presence with integrated optometry services and high EBITDA margins. While facing competitive pressure from online discounters like Zenni, its ability to undercut traditional mall optometrists and scale its store network underpins a bullish trade call with some acknowledged risks.

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