Investors interested in stocks from the Medical - Products sector have probably already heard of National Vision (EYE) and Stryker (SYK) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank puts an emphasis on earnings estimates an ...

文章核心观点 - 公司的四个子分部在自有和托管业务中持续增加市场份额,得益于多个增长驱动因素[1][2][3] - 公司正在部署远程医疗技术和电子健康记录技术,以提高门店效率和改善患者体验[3][4] - 公司正在积极执行核心增长举措,并进一步投资于增强竞争优势[5] - 公司计划在2024年再开设65-70家新店,大部分为America's Best品牌[6] - 公司正在提高America's Best品牌的潜在市场空间,预计至少可达1,650家门店[7] - 但全球市场和经济状况持续充满挑战,公司预计这种情况将持续到2024年及以后[8][9] - 公司终止了与沃尔玛的长期合作关系,这将减少收入、盈利能力和现金流[10][11] 根据目录分别总结 公司业务表现 - 公司的四个子分部在自有和托管业务中持续增加市场份额,得益于多个增长驱动因素[1][2][3] - America's Best和Eyeglass World品牌特别带动了收入增长[3] - 公司正在部署远程医疗技术和电子健康记录技术,以提高门店效率和改善患者体验[3][4] - 公司正在积极执行核心增长举措,并进一步投资于增强竞争优势[5] - 公司计划在2024年再开设65-70家新店,大部分为America's Best品牌[6] - 公司正在提高America's Best品牌的潜在市场空间,预计至少可达1,650家门店[7] 行业及市场环境 - 全球市场和经济状况持续充满挑战,公司预计这种情况将持续到2024年及以后[8][9] - 公司终止了与沃尔玛的长期合作关系,这将减少收入、盈利能力和现金流[10][11]

With multiple factors in play, a major shakeout is due in the e-commerce space. The rise of AI advances in logistics tech and the post-pandemic norm will play a huge role in driving e-commerce moving forward. In this race, though, you'd expect several companies to be left in the dust, making it an opportune time to consider retail stocks at risk. The intensification of the e-commerce shakeout spells trouble for traditional retail stocks, with the most efficient and tech-savvy companies likely to survive. Wi ...

National Vision Holdings, Inc. (EYE) delivered an adjusted EPS (earnings per share) of 30 cents in the first quarter of 2024 compared with 31 cents in the year-ago quarter. However, the figure topped the Zacks Consensus Estimate by 7.1%.GAAP earnings from continuing operations in the quarter was 16 cents per share compared with 20 cents in the prior year’s quarter.Revenues in DetailOn Feb 23, 2024, National Vision completed the termination of the Walmart Management and Services Agreement and discontinued th ...

财务数据和关键指标变化 - 第一季度净收入同比增长4.2%,主要由于新店销售增长,但被加州20家Eyeglass World门店转换为America's Best门店的拖累所抵消 [37][39] - 同店销售增长0.4%,主要由于平均客单价上升,部分被客户交易量下降所抵消 [39][40] - 毛利率下降约60个基点,主要由于产品毛利下降110个基点,部分被服务毛利上升50个基点所抵消 [40][41] - 销售、一般及管理费用占收入比例下降70个基点,主要由于绩效奖金下降 [42][43] 各条业务线数据和关键指标变化 - America's Best业务保持强劲增长,Eyeglass World业务表现未达预期,公司正采取措施改善,包括标准化运营、增加远程技术应用和营销投入 [24][25][26] - 远程验光技术在第一季度占总验光量超过7%,在允许远程验光的州份占比达到低个位数 [16][17] 各个市场数据和关键指标变化 - 德克萨斯州是公司最大的America's Best市场,公司将在今年内在该州大规模推广远程验光技术,预计将有重大利好影响 [84][85] 公司战略和发展方向及行业竞争 - 公司白地空间分析结果显示,America's Best品牌未来可再增加350家门店,Eyeglass World品牌可再增加850家门店,总白地空间达2,500家 [27][28] - 公司正积极拓展人工智能技术在视力健康领域的应用,包括生物年龄评估和慢性肾病评估等 [30][31][32] 管理层对经营环境和未来前景的评论 - 宏观经济环境持续不确定,公司核心无保险客户受高通胀持续影响,消费意愿较弱 [19][20][21][22][23] - 公司正采取多项措施应对,包括提价、提高远程验光覆盖、优化门店人员配置等,并对2024财年业绩目标保持信心 [23][48][49][50][51][52][53][54][55] 问答环节重要的提问和回答 问题1 **Michael Lasser 提问** 公司是否看到不同收入群体的消费趋势存在差异 [63] **Reade Fahs 回答** 公司认为Eyeglass World业务表现不佳主要是由于内部因素,如门店覆盖不足、营销投入不足等,与客户群体收入水平关系不大 [64][65] 问题2 **Simeon Siegel 提问** 3月和4月的销售趋势如何,交易量和客单价的变化情况 [73][74] **Reade Fahs 和 Melissa Rasmussen 回答** 3月和4月销售趋势以交易量为主,客单价有所上升,主要受去年底提价的影响 [74][75][76][77][78] 问题3 **Anthony Chukumba 提问** 公司在德克萨斯州的门店情况如何,暗店和半暗店的数量 [83] **Patrick Moore 回答** 德克萨斯州是公司最大的America's Best市场,公司将在今年内在该州大规模推广远程验光技术,以改善门店覆盖情况 [84][85]

National Vision (EYE) came out with quarterly earnings of $0.30 per share, beating the Zacks Consensus Estimate of $0.28 per share. This compares to earnings of $0.31 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 7.14%. A quarter ago, it was expected that this discount optical retailer and eye care provider would post a loss of $0.09 per share when it actually produced a loss of $0.02, delivering a surprise of 77.78%.Over th ...

Exhibit 99.1 National Vision Holdings, Inc. Reports First Quarter 2024 Financial Results First Quarter 2024 Continuing Operations Highlights(1): • Net revenue of $542.5 million, an increase of 4.2% from $520.8 million • Comparable store sales growth of 1.4% and Adjusted Comparable Store Sales Growth of 0.4% • Total Company Net income of $11.7 million • Adjusted Operating Income of $35.8 million • Diluted EPS of $0.16 and Adjusted Diluted EPS of $0.30 First Quarter 2024 Total Company Highlights(1): • Net rev ...

公司业绩 - National Vision 在过去一年中的股价上涨了32.6%，表现优于行业的7.5%和标普500指数的31.4%的增长[3] - 公司的市值为17.8亿美元，预计长期盈利增长率为14.5%，超过行业的11.5%[4] - National Vision 在过去四个季度中均超出预期，实现了76.07%的盈利惊喜[4] 公司战略 - 公司在扩大检查能力、招聘和留任工作以及远程检查计划方面取得了战略性进展，这些都是非常令人鼓舞的[1] - 公司正在部署远程医疗技术，以提高容量、促进店内效率和改善患者体验[6] - National Vision 成功扩大了检查能力，实现了连续第二年的员工留任率提高和招聘更多经验丰富的学生[7] 公司发展计划 - National Vision 在2023年开设了70家新店，包括16家新的America's Best和一家Eyeglass World店[6] - 公司计划在2024年再开设65到70家店铺，其中绝大多数将属于America's Best品牌[7] - 公司正在通过数字化店铺和公司办公室来调整其店铺和整体成本结构，以提高效率和生产力[8] 财务状况 - National Vision 有能力满足短期债务义务[1] - National Vision 在2023年第四季度以1.499亿美元的现金及现金等价物和1000万美元的短期债务结余退出[9] - National Vision 2024年每股收益的Zacks共识估计从过去30天的57美分下调至54美分[13]

Hispanolistic/E+ via Getty ImagesSummary Readers may find my previous coverage via this link. My previous rating was a hold, as I believed National Vision Holdings (NASDAQ:EYE) long-term growth outlook was uncertain. My thought was to wait for growth normalization in the results before I turned bullish. I am revising my rating to buy as I turn optimistic about management’s ability to steer business growth and margins back to normalized levels. The FY24 and FY25 guide is very positive, and so long as it ...

National Vision Holdings, Inc. (EYE) delivered an adjusted loss per share of 2 cents for the fourth quarter of 2023, narrower than the year-ago quarter’s adjusted loss of 8 cents. The figure topped the Zacks Consensus Estimate of a loss of 16 cents per share.GAAP loss in the quarter was 20 cents per share, marking a significant decline from the prior-year reported loss of 12 cents.Full-year 2023 GAAP loss was 84 cents per share against earnings of 53 cents in 2022.Revenues in DetailRevenues in the fourth qu ...