It's been a pretty great week for Warby Parker Inc. (NYSE:WRBY) shareholders, with its shares surging 12% to US$19.51 in the week since its latest third-quarter results. It was a pretty bad result overall; while revenues were in line with expectations at US$192m, statutory losses exploded to US$0.03 per share. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.

See our latest analysis for Warby Parker

Taking into account the latest results, the current consensus from Warby Parker's 14 analysts is for revenues of US$867.7m in 2025. This would reflect a notable 17% increase on its revenue over the past 12 months. Earnings are expected to improve, with Warby Parker forecast to report a statutory profit of US$0.085 per share. In the lead-up to this report, the analysts had been modelling revenues of US$860.3m and earnings per share (EPS) of US$0.085 in 2025. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.

The consensus price target rose 19% to US$20.38despite there being no meaningful change to earnings estimates. It could be that the analystsare reflecting the predictability of Warby Parker's earnings by assigning a price premium. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. Currently, the most bullish analyst values Warby Parker at US$23.00 per share, while the most bearish prices it at US$17.00. With such a narrow range of valuations, the analysts apparently share similar views on what they think the business is worth.

Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. The period to the end of 2025 brings more of the same, according to the analysts, with revenue forecast to display 13% growth on an annualised basis. That is in line with its 14% annual growth over the past five years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 4.8% annually. So it's pretty clear that Warby Parker is forecast to grow substantially faster than its industry.