Warby Parker, the eyewear retailer, reaffirmed its full‑year revenue forecast of $959 million to $976 million after posting a second‑quarter profit of $4.64 million (4 cents per share). The turnaround followed last year’s loss of $1.75 million (1 cent per share) and was largely driven by a tariff‑refund benefit of $11.8 million.

Quarterly revenue rose 9.8% to $235.5 million, just shy of the $238 million analysts had expected. Despite plans to launch AI‑powered eyewear—which will add costs— the refund helped offset those expenses.

Fact Set‑polled analysts had projected earnings of 10 cents per share, so the actual 4 cents per share surprised on the lower side, but the company’s guidance suggests confidence in the upcoming product line.

With its updated outlook and the tariff refund, Warby Parker is positioned to navigate the competitive eyewear market while preparing for the AI launch.