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Active Customers
Measures the number of customers who have made a purchase within a certain period, highlighting customer engagement and the brand's ability to retain and attract buyers.Active customers shifted from tepid single‑digit growth into stronger expansion across 2024–25 as retail store openings, a big lift in eye exams and higher insurance capture boosted customer quality and ARPC; however the most recent quarter shows a near‑term plateau in net adds. Management’s reaffirmed guidance, ongoing store rollout and the AI‑glasses opportunity underpin medium‑term upside, but the Home Try‑On transition, weather disruptions and pre‑launch investment could keep acquisition and e‑commerce growth muted in the near term.
Date | Active Customers |
|---|---|
Jun 30, 2026 | 2.71M |
Mar 31, 2026 | 2.69M |
Dec 31, 2025 | 2.69M |
Sep 30, 2025 | 2.66M |
Jun 30, 2025 | 2.60M |
Mar 31, 2025 | 2.57M |
Dec 31, 2024 | 2.51M |
Sep 30, 2024 | 2.43M |
Jun 30, 2024 | 2.39M |
Mar 31, 2024 | 2.36M |