National Vision Holdings, Inc. (EYE) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript

Core Insights - National Vision is undergoing significant changes under the leadership of CEO Alex Wilkes, focusing on innovation and customer engagement [3] - The company is currently rated as equal-weight, indicating a cautious outlook after missing a recent inflection point, with hopes to capitalize on future opportunities [4] Company Overview - National Vision is positioned in the retail sector, particularly in hardline and broadline categories, and is adapting to the challenges posed by AI advancements in the industry [3] - The company is exploring a "step-change" strategy to enhance its market presence and customer offerings [3]