Tariff impact on consumer sentiment

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Warby Parker Inc. (WRBY) Presents At Goldman Sachs 32nd Annual Global Retailing Conference 2025 Transcript
Seeking Alpha· 2025-09-04 17:02
Question-and-Answer SessionNeil, can you start us off with some updated thoughts on your outlook for the U.S. vision care market?Neil BlumenthalCo-Founder, President, Co-CEO & Co-Chair Sure. So one of the things that we've seen is consistent behavior from our customers. Now we tend to have higher income customers than the overall market. We certainly saw some challenges in April, given the tariff announcement as a lot of people have seen. But we come out of that, and from May onwards have had sort of strong ...