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.

Trend

recordings per month · last 12 months

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

newest first · ▶ plays the moment

And even in this quarter where things didn't go quite right, overall adjusted EBITDA was up close to 50% to about $25.7 million.

That is significant.

So, this is still a highly efficient business, even though the macro factors are really crushing it a bit.

Do either of you have a pair?

Both of you have much better vision than I do.

I'm going to guess you do not have Warby Parker glasses.

Yeah.

We'll see.

I'm going to start us on our buy-sell-hold here, because I just did Warby Parker.

I'm a buy.

I've been buying this stock for a while now.

I would like to be buying more, even though I tend to agree, there are some short-term pressures here.

But I like this management team.

I think they're heavily invested.

I think they have a significant brand advantage.

And even though stores are expensive,

they have proven to be very, very good at capital allocation with those stores.

So I'm going to buy here.

Let's move on to trucks.

Jason, buy, sell, or hold, where are you?

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