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Warby Parker & Allbirds Q2 2025: Unpacking Divergent Retail Strategies

Discover how Warby Parker's expansion and Allbirds' rightsizing strategies drive unique paths to brick-and-mortar success in 2025 retail.

By 
Bracha Arnold
July 22, 2025
Warby Parker & Allbirds Q2 2025: Unpacking Divergent Retail Strategies
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Key Takeaways
  • Warby Parker has seen strong year-over-year (YoY) growth in Q2 2025, with visits elevated by 4.2%. Visits per location declined slightly in Q2 by 2.7% YoY.
  • Allbirds has undertaken a dramatic rightsizing strategy to great effect, with visits per location jumping by 18.2% in Q2 2025. Overall visits declined as the company continued rightsizing its store fleet. 

Warby Parker: Poised for Continued Growth

Eyewear chain Warby Parker continues to be a disruptor. The glasses chain got its start online and made the pivot to brick-and-mortar in 2013. And while many retailers who made that move have since shifted to other retail formats, Warby Parker is pressing on – the brand has plans to open 45 new locations in 2025 alone and is partnering with Target to open store-in-stores in H2 2025.

The chain's ongoing expansion drove year-over-year (YoY) visit increases for all months of 2025 so far. Average visits per location showed more variance – average visits per venue declined 2.7% YoY in Q2 2025 – perhaps reflecting the brand's deliberate focus on market penetration and its use of stores as strategic omnichannel touchpoints rather than purely traffic-dependent locations.

Allbirds Rightsizes Right

Like Warby Parker, footwear brand Allbirds began online before pivoting to physical retail. But Allbirds is now going in a different direction and shrinking rather than expanding its footprint. In March 2024, the company made the strategic decision to shutter about one-third of its store fleet – and the result has been impressive. While overall visits declined YoY by -12.5% in Q2 2025, visits per location surged, increasing by 18.2% in the same period.

Monthly visits followed a similar pattern, with overall visits generally lower than they were in 2024 while visits per location were largely positive – and looking at visits since the beginning of 2025 shows that the YoY overall visit gap has also been narrowing. Visits in January 2025 were 37.1% lower than they were in January 2024, but by June 2025 that visit gap had narrowed to just 15.1%. Meanwhile, average visits per location were elevated by 13.2% YoY in June 2025. This impressive shift highlights that demand for in-store shopping at Allbirds is strong, and the decision to focus on its highest-performing stores has had the intended effect.

Warby Parker and Allbirds: Promise Ahead

Warby Parker and Allbirds have taken divergent approaches to their brick-and-mortar strategy, and both chains are managing to keep things moving forward.

What will H2 look like for these brands? Visit Placer.ai/anchor for the latest data-driven retail insights.

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