National Vision Holdings, Inc.
27.02+0.30 (+1.12%)
Oct 29, 4:00:02 PM EDT · NasdaqGS · EYE · USD
Key Stats
Market Cap
2.14BP/E (TTM)
-Basic EPS (TTM)
-0.20Dividend Yield
0%Recent Filings
10-Q
Q2 FY2025 results
National Vision Holdings swung to profitability in Q2 FY2025 ended June 28, 2025, posting $486.4M revenue, up 7.7% y/y from $451.7M, fueled by 5.9% adjusted comparable store sales growth and new store openings, while costs applicable to revenue dipped to 41.2% of sales from 42.9% for better margins on eyeglasses and leveraged optometrist expenses. Operating income climbed to $16.4M from $0.6M y/y, with diluted EPS from continuing operations at $0.11 versus a $0.01 loss, reconciling to 80,057 weighted shares; YTD revenue hit $996.7M, up 6.7% y/y, and operating income $42.6M from $24.0M. Cash from operations reached $86.5M YTD, down from $75.4M yet supporting $32.1M capex, while free cash flow stood at $54.4M (derived); debt fell to $262.6M post-2025 Notes repayment, with $48.5M cash and $278.6M revolver availability. No M&A or major impairments noted. Competition in optical retail remains fierce.
8-K
Q2 revenue surges 7.7%
National Vision Holdings reported Q2 2025 net revenue up 7.7% to $486.4 million, fueled by 6.5% comparable store sales growth and a 69.1% jump in adjusted operating income to $23.8 million, thanks to pricing tweaks and product mix shifts. The company opened eight new stores, netting 2.0% growth to 1,240 locations. Momentum builds. It raised full-year guidance, targeting 3.0%-5.0% adjusted comparable sales growth and $85-$95 million in adjusted operating income, though macroeconomic risks loom.
8-K
Board expands for CEO succession
National Vision Holdings expanded its board to eleven directors on August 1, 2025, appointing Alex Wilkes to fill the new seat as part of its CEO succession plan. This move paves the way for Wilkes to succeed Reade Fahs as CEO, with Fahs transitioning to Executive Chairman—a shift first announced in April. Leadership continuity strengthens governance amid retail optics challenges. Wilkes brings fresh expertise.
8-K
Annual meeting approvals secured
National Vision Holdings stockholders approved all proposals at the June 18, 2025 annual meeting. They elected eight directors, including Jose Armario and Michael J. Nicholson, with strong support exceeding 67 million votes for each. The advisory vote on executive compensation passed decisively, 65.7 million for versus 2.0 million against. Ratification of Deloitte & Touche LLP as auditors drew near-unanimous backing. Continuity intact.
10-Q
Q1 FY2025 results
National Vision Holdings kicked off fiscal 2025 with solid momentum, posting $510.3 million in net revenue for the quarter ended March 29, 2025—a 5.7% year-over-year jump driven by 4.1% comparable store sales growth (derived) and nine new America's Best stores, though tempered by unearned revenue timing. Gross margins edged up to 59.8% from 59.5%, thanks to better eyeglass pricing and mix shifts, while operating income rose 11.5% to $26.1 million on controlled costs. Diluted EPS from continuing operations climbed to $0.18 from $0.15, aligning with 79.3 million weighted shares and no material anti-dilution. Cash from operations hit $32.2 million, up from $24.0 million, funding $20.2 million in capex; free cash flow stood at $12.0 million (derived). With $80.0 million in cash and $293.6 million revolver availability, the firm easily covers its $84.8 million 2025 Notes due May, but ongoing litigation over wage claims adds a layer of uncertainty.
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