Warby Parker (WRBY) Rose Following the Partnership Announcement with Google

Core Viewpoint - TimesSquare Capital Management's "U.S. Small Cap Growth Strategy" reported a gross return of 11.28% and a net return of 11.02% for Q2 2025, underperforming the Russell 2000 Growth Index which returned 11.97% [1] Group 1: Company Performance - Warby Parker Inc. (NYSE:WRBY) achieved a one-month return of 0.60% and an impressive 88.09% increase in value over the last 52 weeks, closing at $27.01 per share with a market capitalization of $3.294 billion on September 10, 2025 [2] - Warby Parker reported a 14% year-over-year revenue increase in Q2 2025, indicating strong financial performance [4] Group 2: Strategic Partnerships and Market Position - Warby Parker announced a partnership with Google to develop AI-powered glasses, which contributed to a 22% increase in its stock price during the quarter [3] - The company is positioned as a value-oriented retailer in the consumer sector, focusing on both brick-and-mortar and online sales channels [3] Group 3: Hedge Fund Interest - As of the end of Q2 2025, 34 hedge fund portfolios held shares of Warby Parker, a decrease from 38 in the previous quarter, indicating a decline in hedge fund interest [4]