Warby Parker Inc at Morgan Stanley Global Consumer & Retail Conference Transcript

Dec 02, 2025 / 08:00PM GMT

Release Date Price: MXN369.5

Transcript

Jenna Giannelli

Morgan Stanley - Analyst

Okay. Well, hi, good afternoon, everyone. Thank you for joining us on day one of the conference. I'm Jenna Giannelli, the Head of Retail and Consumer Credit Research here at Morgan Stanley. I am helping to fill in for Alex Straton, our equity analyst that covers Warby, who -- soon we'll be having David.

So we're very excited. I'm happy to be filling in for her. I'm really excited and happy to be here with you and hosting Warby. So I'm joined today by Warby's Co-Founder and Co-CEO, David Gilboa. Thank you for coming and joining us, and welcome to the conference.

David Gilboa

Warby Parker Inc - Co-Chairman of the Board, Co-Chief Executive Officer, Co-Founder

Yes, thanks for having me.

Jenna Giannelli

Morgan Stanley - Analyst

Of course, of course. So just some disclosures, housekeeping items, from Morgan Stanley research disclosures, please see morganstanley.com/researchdisclosures or reach out to your Morgan Stanley representative.

I'm going to start off

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