Q1 2022 Financial Results May 10, 2022 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 2022 Outlook" as well as other statements related to our current beliefs and expectations regarding the performance of our industry, the Comp ...

National Vision Holdings, Inc. (NASDAQ:EYE) Q1 2022 Earnings Conference Call May 10, 2022 8:30 AM ET Company Participants David Mann - Vice President of Investor Relations Reade Fahs - Chief Executive Officer Patrick Moore - Chief Financial Officer Conference Call Participants Michael Lasser - UBS Zack Fadem - Wells Fargo Chris Neamonitis - Jefferies Paul Lejuez - Citi Rob Drbul - Guggenheim Securities Adrienne Yih - Barclays Molly Baum - Bank of America Operator Welcome to the National Vision Q1 Earnings C ...

National Vision Holdings, Inc. (NASDAQ:EYE) Q4 2021 Earnings Conference Call February 28, 2022 10:00 AM ET Company Participants David Mann - Vice President of Investor Relations Reade Fahs - Chief Executive Officer Patrick Moore - Chief Financial Officer Conference Call Participants Paul Lejuez - Citi Zack Fadem - Wells Fargo Michael Lasser - UBS Adrienne Yih - Barclays Capital Kate McShane - Goldman Sachs Stephanie Wissink - Jefferies Dylan Carden - William Blair Anthony Chukumba - Loop Capital Markets Ope ...

Q4 and Fiscal Year End 2021 Financial Results February 28, 2022 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 2022 Outlook" as well as other statements related to our current beliefs and expectations regarding the performance ...

Q3 2021 Financial Results November 10, 2021 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 2021 Outlook" as well as other statements related to our current beliefs and expectations regarding the performance of our industry, the ...

Financial Data and Key Metrics Changes - Net revenue increased nearly 20% compared to Q3 2019, with adjusted comparable store sales growth of 13.3% over the same period [7][19] - Adjusted operating income rose 110% to $54.7 million, and adjusted EPS increased 134% to $0.38 [25][26] - Year-to-date net revenue increased 21% versus 2019, totaling $1.6 billion, with adjusted diluted EPS more than doubling to $1.35 [26][27] Business Line Data and Key Metrics Changes - The growth brands, America's Best and Eyeglass World, led the top-line strength, with unit growth of nearly 7% over the last 12 months [20][13] - 14 new stores were opened during the quarter, bringing the total to 1,262 locations [7][20] Market Data and Key Metrics Changes - The optical industry remains highly fragmented, presenting significant opportunities for market share growth [10] - The company experienced slightly positive comparable performance versus 2020, despite challenges from COVID-19 variants and a muted back-to-school season [10][11] Company Strategy and Development Direction - The company plans to continue opening new stores, with a target of about 75 stores in 2021 and a solid pipeline for next year [13][84] - Marketing investments are being increased to drive customer traffic, with a focus on digital and omnichannel initiatives [15][17] - The company aims to maintain a strong relationship with optometrists and invest in programs to enhance retention and exam capacity [14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the business's resilience and ability to navigate the evolving environment, despite uncertainties related to COVID-19 [32][42] - The outlook for fiscal 2021 projects net revenue between $2.04 billion and $2.06 billion, with adjusted comparable store sales growth of 21% to 22% [33][34] Other Important Information - The company released its first corporate responsibility report, highlighting its ESG efforts [8][44] - A $50 million share repurchase program was announced, alongside a $50 million debt repayment [8][30] Q&A Session Summary Question: Comments on back-to-school season and fourth-quarter profitability - Management noted a muted back-to-school season and explained that while sales are expected to grow over 2019, profitability may decline due to increased marketing and wage investments [49][56] Question: Optical market growth expectations - Management indicated that the optical market remains unpredictable due to COVID-19, but they expect continued growth driven by customer transactions [61][62] Question: Share gains and marketing investments - Management believes they are still gaining market share and plans to increase marketing investments to support growth [69][70] Question: Customer purchasing patterns in high gas price environments - Management acknowledged that customers operate on tight budgets, which can affect purchasing patterns, but they remain resilient in both good and bad economic times [89][90] Question: Store pipeline for 2022 - Management confirmed a strong store pipeline for 2022, with no issues finding good locations and a target of 75 new stores [84][85]

National Vision Holdings, Inc. (NASDAQ:EYE) Q2 2021 Results Conference Call August 12, 2021 10:00 AM ET Company Participants David Mann - Vice President of Investor Relations Reade Fahs - Chief Executive Officer Patrick Moore - Chief Financial Officer Conference Call Participants Michael Lasser - UBS Investment Bank Paul Lejuez - Citigroup Inc Michael Kessler - Morgan Stanley Zachary Fadem - Wells Fargo Securities Adrienne Yih-Tennant - Barclays Bank Anthony Chukumba - Loop Capital Markets Robert Ohmes - Bo ...

National Vision Holdings, Inc. Reports Second Quarter 2021 Financial Results; Raises Fiscal 2021 Outlook August 12, 2021 Quarterly highlights compared to second quarter 2019: Net revenue increased 28.0% to $549.5 million Comparable store sales growth of 22.5%; Adjusted Comparable Store Sales Growth of 23.5% Net income increased 267% to $37.6 million; Diluted EPS increased 230% to $0.42 Adjusted Operating Income increased 125% to $65.6 million Adjusted Diluted EPS increased 163% to $0.48 DULUTH, Ga.--(BUSINE ...

National Vision Holdings, Inc. (NASDAQ:EYE) Q1 2021 Earnings Conference Call May 13, 2021 10:00 AM ET Company Participants David Mann - Vice President of Investor Relations Reade Fahs - Chief Executive Officer Patrick Moore - Chief Financial Officer Conference Call Participants Steph Wissink - Jefferies Adrienne Yih - Barclays Simeon Gutman - Morgan Stanley Paul Lejuez - Citigroup Robbie Ohmes - Bank of America Kate McShane - Goldman Sachs Michael Lasser - UBS Dylan Carden - William Blair Operator Good day, ...

National Vision Holdings, Inc. (NASDAQ:EYE) Q4 2020 Earnings Conference Call March 3, 2021 10:00 AM ET Company Participants David Mann - Vice President-Investor Relations Reade Fahs - Chief Executive Officer Patrick Moore - Chief Financial Officer Conference Call Participants Simeon Gutman - Morgan Stanley Bob Drbul - Guggenheim Securities Michael Lasser - UBS Zack Sadam - Wells Fargo Steph Wissink - Jefferies Paul Lejuez - Citigroup Dylan Carden - William Blair Operator Ladies and gentlemen, thank you for ...