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Eyewear is quietly turning into a Big Tech story. Worldwide eyewear revenue is projected to reach roughly $151 billion in 2025, with steady growth through the rest of the decade. More vision needs and lifestyle use cases are cropping up. At the same time, augmented reality (AR) and virtual reality (VR) hardware are moving from niche to mainstream, with the combined AR/VR market expected to generate around $46.6 billion in revenue in 2025 alone, setting the stage for a new generation of wearable devices enabled by artificial intelligence (AI).
That backdrop helps explain why Alphabet's (GOOG) (GOOGL) Google is planning a 2026 launch of AI glasses — and why it matters. Google's choice of eyewear partner could be just as important as the chips or AI models inside the product. Warby Parker (WRBY) already operates at the intersection of technology and eyewear retail. The company sits in the Consumer Staples sector and generates more than $770 million in annual sales, holding a market capitalization near $2.25 billion.
