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Exec Edge hosted a fireside chat at the ICR Conference 2026 with Alex Wilkes, Chief Executive Officer at National Vision Holdings, Inc. (NASDAQ: EYE). The in-person interview was joined by Editor-at-Large Jarrett Banks, and they discussed how the company operates and leverages its retail brands like America’s Best, Eyeglass World, Vista Optical and Discount Contacts.com, how the company is using data-driven insights to enhance the customer experience in its over 1,200 stores across 38 states, among other to ...

格隆汇1月15日｜博士眼镜在互动平台表示，公司已与业内头部智能眼镜厂商阿里夸克、星纪魅族、雷 鸟创新、XREAL、界环、李未可、小米mijia等品牌开展合作，目前公司智能眼镜业务的相关营收占比 极小。 ...

博士眼镜在互动平台表示，目前，公司已与业内头部智能眼镜厂商阿里夸克、星纪魅族、雷鸟创新、 XREAL、界环、李未可、小米mijia等品牌开展合作。目前公司智能眼镜业务的相关营收占比极小，请 注意投资风险。 ...

Financial Data and Key Metrics Changes - The company reported a significant increase in share price, up over 170% in 2025, indicating a positive market response to its transformation strategy [3] - Operating margin expansion of 120 basis points was achieved through Q3 2025, reflecting improved profitability [9] Business Line Data and Key Metrics Changes - The company is focusing on premium product offerings, with the percentage of frames priced over $99 increasing from 20% to 40% by the end of 2025 [13] - Managed care transactions now account for approximately 40% of the business mix, up from low single digits when the company was founded [18] Market Data and Key Metrics Changes - The managed vision care segment constitutes 70% of the eyewear category, providing a resilient market backdrop for the company [31] - The competitive landscape includes independent optometrists holding about 50% of the market, with the company positioned uniquely with over 2,000 employed optometrists [34] Company Strategy and Development Direction - The company is transitioning to a more innovative digital model, enhancing customer experience and product assortment [2] - Key strategic pillars include underdeveloped customer segments, product mix, customer experience, and new store growth, all aimed at expanding operating margins [7][9] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to control its destiny through effective execution of its strategic plan, despite potential macroeconomic challenges [41] - The company aims for high single-digit revenue growth and mid-single-digit comparable store sales growth over the next five years [37] Other Important Information - The company is investing in remote health technology, with over 10% of exams now conducted remotely, indicating a shift towards telehealth services [35] - A new CRM platform is being implemented to enhance marketing capabilities and consumer engagement [36] Q&A Session Summary Question: What is the current status of the company's transformation? - Management indicated that the transformation is still in early stages, with positive early results in profitability and customer segmentation [5][6] Question: How does the company plan to drive value for shareholders? - The focus is on expanding operating margins through targeted customer segments and premium product offerings, with a significant difference in profitability between consumer types [9][24] Question: How sensitive is the business to macroeconomic shifts? - The company operates in a resilient category, with managed vision care providing stability, and management believes they can navigate macroeconomic challenges effectively [31][41]

Financial Data and Key Metrics Changes - The company reported a significant increase in share price, up over 170% in 2025, indicating strong market performance and investor confidence [3] - Operating margin expansion of 120 basis points through Q3 2025, reflecting improved profitability [12] Business Line Data and Key Metrics Changes - The company is focusing on evolving its product mix, with a shift towards premium frames and lenses, which are expected to generate higher gross margin dollars [12][19] - The percentage of frames priced over $99 increased from 20% in 2024 to 40% by the end of 2025, indicating a strategic shift towards higher-value offerings [18] Market Data and Key Metrics Changes - Managed care transactions now account for approximately 40% of the company's mix, up from low single digits when the company was founded, showcasing a successful shift in customer targeting [23] - The eyewear category is described as resilient, with 70% of the market driven by managed vision care, which is expected to grow [37] Company Strategy and Development Direction - The company is transitioning from an analog model to a digitally driven approach, focusing on customer segmentation, product mix, customer experience, and new store growth [8][12] - Investments in remote health technology and a revamped CRM platform are part of the strategy to enhance customer engagement and operational efficiency [41][42] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's insulated position against macroeconomic shifts due to the nature of the eyewear category and its reliance on managed care [37][48] - The long-term growth algorithm targets high single-digit revenue growth and mid-single-digit same-store sales growth, with a focus on operating margin expansion [44] Other Important Information - The company plans to continue investing 4%-5% of revenue into capital expenditures annually, with a focus on store refreshes and strategic initiatives [45] - The introduction of premium products, such as Ray-Ban Meta smart glasses, has been well received, indicating a positive consumer response to the evolving product assortment [18][19] Q&A Session Summary Question: What is the current competitive landscape for National Vision? - The company operates in a resilient category, with 50% of the market held by independent optometrists and a growing share of managed care consumers [39] Question: How has telehealth impacted the company's strategy? - The company has invested in remote health technology, with over 10% of exams now conducted remotely, indicating a shift towards more accessible care [41] Question: What are the long-term financial targets for investors? - The company aims for high single-digit revenue growth and mid-single-digit comps, with operating margin expansion of 50 to 150 basis points annually [44]

Core Insights - National Vision (EYE) has experienced a significant share price increase of 154.6% over the past 12 months, outperforming the industry decline of 13.9% and the S&P 500's growth of 16.4% [1][9] Company Performance - National Vision holds a Zacks Rank 3 (Hold) and is benefiting from the strong performance of its America's Best brand, with strategic initiatives showing early progress [2] - The company operates 1,242 retail stores across four brands and has a distribution network that includes a 118,000-square-foot center in Georgia and a 52,000-square-foot center in Ohio [3] Revenue Growth - The Owned & Host segment of National Vision reported a 9.1% year-over-year revenue increase in Q3 2025, primarily driven by America's Best brand [4][9] - The company opened four new America's Best stores and converted four Eyeglass World locations during the September 2024 to September 2025 period [5] Strategic Initiatives - National Vision is enhancing its Eyeglass World operations with a new leadership team and expanding remote exam capabilities, with two-thirds of its stores now equipped for remote technology [6] - The company is testing smaller store formats for America's Best and is incorporating insights from a fleet optimization review into future growth plans [5][6] Customer Engagement - Early indicators of stronger customer engagement are noted, supported by a new marketing strategy and customer relationship management (CRM) platform [10] - Newly introduced premium frames are selling faster than expected, indicating positive consumer response [10] Financial Estimates - The Zacks Consensus Estimate projects a 32.6% increase in earnings per share (EPS) for 2025, reaching $0.69, and a 26.8% increase for 2026, reaching $0.88 [12] - Revenues are expected to grow by 5.2% to $1.98 billion in 2025 and reach $2.05 billion in 2026, implying a 3.3% increase [12]

Summary of National Vision Conference Call Company Overview - **Company**: National Vision - **Industry**: Optical Retail - **Key Focus**: Transformation and modernization of business practices to enhance customer experience and operational efficiency Core Points and Arguments 1. **Leadership and Transformation**: The new CEO, Alex Wilkes, emphasizes a bold reinvention of National Vision, focusing on modernizing various aspects of the company, including marketing, technology, and in-store experiences [3][4][6] 2. **Data-Driven Approach**: The company is leveraging a data-driven strategy to better understand consumer behavior, which informs decisions on product offerings, marketing, and staffing [5][14] 3. **Market Position**: National Vision operates over 1,200 locations and delivers over 6 million eye exams annually, positioning itself as a significant player in the optical retail market, which is projected to reach $85 billion by 2030 [7][9] 4. **Consumer Trends**: The prevalence of myopia and presbyopia is increasing due to more screen time among younger populations, creating a growing demand for optical products [10][11] 5. **Underdeveloped Segments**: The company identifies significant opportunities in underdeveloped consumer segments, such as managed care customers and progressive wearers, which currently represent only 40% and 20% of their mix, respectively [16][17] 6. **Product Opportunities**: National Vision is underdeveloped in premium products, including anti-reflective coatings and advanced materials, with potential for $40 million in incremental revenue by increasing penetration by just 1% [17][41] 7. **Customer Experience**: The company is shifting from a price-sensitive model to a more consultative approach, focusing on delivering value and personalized experiences to customers [50][54] 8. **Brand Awareness**: National Vision achieved the number one spot in unaided customer awareness in optical retail, indicating strong brand recognition [21] 9. **Operational Improvements**: Year-to-date, the company has improved operating margins by 120 basis points and is seeing mid-single-digit comp growth [21][22] Additional Important Content 1. **Cultural Shift**: The transformation includes a cultural shift within the organization, emphasizing the importance of customer relationships and personalized service [47][50] 2. **Marketing Strategy**: The marketing team is evolving to target a broader demographic, moving away from a one-size-fits-all approach to more tailored messaging [24][25] 3. **New Product Launches**: National Vision has introduced luxury brands and innovative products, such as Ray-Ban Meta AI glasses, which have exceeded expectations [44] 4. **Digital Experience**: The company is investing in enhancing its digital platforms to improve customer engagement and streamline the booking process for eye exams [26][27] 5. **Future Growth**: National Vision aims to increase its revenue from managed vision care customers to 50%, up from 40%, aligning more closely with industry standards [38] This summary encapsulates the key points discussed during the National Vision conference call, highlighting the company's strategic direction, market opportunities, and commitment to enhancing customer experiences.

Investor Day November 2025 Welcome to Investor Day TAMARA GONZALEZ VP, Investor Relations & Communications INVESTOR DAY 2 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 bel ...

Core Insights - National Vision Holdings, Inc. is implementing a comprehensive transformation strategy aimed at driving long-term value and sustainable growth [2][3] - The company anticipates high-single-digit annual net revenue growth and adjusted operating margin expansion of 50 to 150 basis points through fiscal 2030 [1][11] - A multi-year cost-saving plan is expected to yield approximately $20 million in annualized savings, with half of this expected by fiscal 2026 [7] Financial Objectives - The company projects high-single-digit net revenue increases and mid-single-digit comparable store sales growth for fiscal 2026 [1][11] - Annual adjusted operating margin is expected to expand by approximately 100 basis points compared to the midpoint of the fiscal 2025 outlook range [11] - Capital expenditures are projected to represent about 4-5% of annual revenue through 2030, with a phased investment approach focusing on transformation initiatives initially [9] Growth Vectors - National Vision is targeting underdeveloped customer segments, including managed care patients and progressive lens wearers, to expand its market share in the $70 billion U.S. optical retail market [3] - The company sees significant opportunities in premium lens categories, estimating that a 1% increase in penetration across three key products could generate nearly $40 million in additional revenue [4] - Enhancements in customer experience through data-driven insights and personalized services are central to the transformation strategy [5] Store Expansion and Network - National Vision operates over 1,200 stores across 38 states and plans to open approximately 30 new stores per year between 2026 and 2027, accelerating to about 60 stores per year from 2028 to 2030 [6][11] - The company is optimizing its existing store fleet while strategically expanding into new markets and formats [6] Cost Savings Strategy - The multi-year cost savings plan focuses on renegotiating vendor pricing and improving efficiencies, contributing to the anticipated $20 million in annual savings [7]