Tim Beyers

speaker

1,508 appearances 10 recordings 1 series first heard Oct 2025 last heard 2 Feb

Tim Beyers’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 10 in all, peaking in Nov 2025 with 3.

Appearances

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Motley Fool Hidden Gems Investing · Tales of Unexpected Losses: AXON, TREX, WRBY · 10 Nov 2025 podcast

First, and I think this is the one that really left me feeling pretty cold, they missed their own revenue guidance.

Management had guided for...

larger than 15% revenue growth in Q3.

They had to come out and say, well, we came in lower than planned, and they forecast Q4 revenue growth of only 11% to 12% revenue growth for that quarter.

and that was apparently on macro weakness.

They also saw average selling prices come under pressure as people went for the lower-priced glasses, lower-priced contacts, lower-priced glasses.

This, by the way, is also a company that has been under serious pressure due to the tariffs, and tariffs particularly in its primary supply

Their primary supply chain is out of Vietnam and Vietnam has been absolutely crushed by tariffs.

And that has really hurt Warby Parker to a large degree.

We really did see it in this quarter.

Now, having said that, this is still the brand leader.

I mean, I have my Warby Parker classes.

I got them just about a year ago.

I love them.

I think they're great.

And I'm not the only one here.

Average customers grew 9.3%.

There are now 2.7 million.

These stores, and again, the four-wall EBITDA margins on a Warby Parker store are absolutely outrageous.

They are over 30%, they are close to 35%.

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