National Vision (NasdaqGS:EYE) Q3 2025 Earnings Call November 05, 2025 08:30 AM ET Speaker1Good day, and thank you for standing by. Welcome to National Vision's third quarter 2025 earnings call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star 11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your quest ...

Third Quarter 2025 Financial Results November 5, 2025 Disclaimer Forward-Looking Statements This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended (the "Securities Act") and Section 21E of the Securities Exchange Act of 1934. These statements include, but are not limited to, statements contained under "Fiscal 2025 Outlook," as well as other statements related to our current beliefs and expectations regarding the performance of our in ...

National Vision (EYE) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.12 per share. This compares to earnings of $0.12 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +8.33%. A quarter ago, it was expected that this discount optical retailer and eye care provider would post earnings of $0.13 per share when it actually produced earnings of $0.18, delivering a surprise of +38.46%.O ...

While reporting financial results for the third quarter on Wednesday, optical retail company National Vision Holdings, Inc. (EYE) raised its adjusted earnings, net revenue and adjusted comparable store sales growth guidance for the full-year 2025.For fiscal 2025, the company now projects adjusted net earnings in a range of $0.63 to $0.71 per share on net revenue between $1.970 billion and $1.988 billion, with adjusted comparable store sales growth of 5.0 to 6.0 percent.Previously, the company expected adju ...

Exhibit 99.1 National Vision Holdings, Inc. Reports Third Quarter 2025 Financial Results Transformation Initiatives Continue to Drive Strong Performance Raises Fiscal 2025 Outlook Third quarter 2025 highlights compared to third quarter 2024: Duluth, Ga. -- November 5, 2025 -- National Vision Holdings, Inc. (NASDAQ: EYE) ("National Vision," "we," "our," "us" or the "Company") today reported its financial results for the third quarter ended September 27, 2025. • Net revenue increased 7.9% to $487.3 million, d ...

DULUTH, Ga.--(BUSINESS WIRE)--National Vision Holdings, Inc. (NASDAQ: EYE) ("National Vision,†"we,†"our,†"us†or the "Company†) today reported its financial results for the third quarter ended September 27, 2025. "Our strong performance this quarter demonstrates that our team's focused execution on our initiatives is delivering results," said Alex Wilkes, National Vision's CEO. "Our merchandise strategy is working, our associates are embracing new selling techniques, and our new America's Be. ...

Core Points - National Vision Holdings, Inc. has launched its annual scholarship program for eligible optometry students, offering awards of up to $7,500 [1] - The theme for this year's scholarship program is "Emerging Technology in Optometry," encouraging third- and fourth-year optometry students to submit written or video essays [1]

Core Insights - National Vision (EYE) has experienced significant share price growth of 166.5% over the past year, contrasting with a 13.3% decline in the industry and an 18.2% increase in the S&P 500 [1][9] - The company is positioned as a solid wealth creator for investors, supported by healthy fundamentals and strong growth opportunities [1] Company Overview - National Vision is a leading optical retailer in the U.S., operating 1,240 retail stores across four brands and associated omnichannel consumer websites as of June 28, 2025 [2] - The company operates through one reportable segment, Owned & Host, which includes two owned brands: America's Best Contacts and Eyeglasses and Eyeglass World [2] Growth Drivers - The upward trend in share price is attributed to ongoing strategic transformation initiatives that are gaining traction, particularly in key customer segments [3] - Recent branding refresh and identity overhaul for America's Best, along with modifications to the doctor model at Eyeglass World in Florida, aim to enhance patient experience [4] - The Owned & Host segment is benefiting from positive comparable store sales and new store openings, including exclusive partnerships with Florence by Mills and Pair Eyewear [5] Operational Performance - The company is expanding exam capacity through remote capabilities, with approximately two-thirds of stores now equipped with remote technology, achieving over 1 million remote exams conducted in the second quarter [6][9] - Fiscal 2025 revenue outlook has been raised to a range of $1.93-$1.97 billion, with adjusted EPS estimates increased to 62-70 cents [7] Financial Metrics - In the second quarter, gross margin expanded by 2166 basis points despite a 3.5% rise in the cost of revenues, while operating margin expanded by 206 basis points [9] - The Zacks Consensus Estimate for 2025 EPS remains unchanged at 68 cents, with a long-term EPS growth rate estimated at 22.7%, compared to the industry's 12.9% [13]

Company Overview - National Vision (EYE) shares increased by 6.4% to close at $26.43, supported by higher trading volume compared to normal sessions [1] - The stock has gained 2.7% over the past four weeks [1] Market Context - The price rise was driven by investor optimism following the Federal Reserve's approval of a rate cut, bringing the overnight funds rate to a range of 4.00%-4.25% [2] Earnings Expectations - National Vision is expected to report quarterly earnings of $0.12 per share, unchanged from the previous year, with revenues projected at $473.11 million, reflecting a 4.8% increase year-over-year [3] - The consensus EPS estimate has remained stable over the last 30 days, indicating that stock price movements may not sustain without earnings estimate revisions [4] Industry Comparison - National Vision is part of the Zacks Consumer Products - Staples industry, where Procter & Gamble (PG) saw a 1.9% decline in its last trading session, with a 0.5% return over the past month [4] - PG's consensus EPS estimate has also remained unchanged at $1.91, representing a -1% change compared to the previous year [5]

Group 1 - National Vision has introduced its new Chief Executive Officer, Alex Wilkes, and Chief Financial Officer, Chris Laden, during a presentation [1] - The discussion includes insights into the health of the consumer, particularly focusing on the lower-income consumer segment, which remains a significant part of National Vision's customer base [2]