-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：WRBY第一季度净收入为2.42亿美元（同比增长8.3%），连续第五个季度实现两位数增长。但由于固定成本杠杆化和关税影响，毛利率下降230个基点至54.0%。调整后EBITDA达到2960万美元，利润率提升130个基点至12.2%，这主要得益于取消“居家试穿”项目带来的运营效率提升以及销售、管理及行政费用（SG&A）的杠杆作用。我们认为，这一业绩反映了公司战略重心从单纯追求增长转向盈利能力优化。管理层预计第一季度收入为9.59亿美元至9.76亿美元（同比增长10%至12%），调整后EBITDA为1.17亿美元至1.19亿美元，利润率提升12.2%。我们认为智能眼镜的研发是公司最重要的产品增长催化剂，管理层正在筹备推出他们所称的全球首款真正意义上的全天佩戴型AI智能眼镜。1亿美元的股票回购授权体现了公司对商业模式的信心，并为战略增长投资提供了灵活的资本配置方案。
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