For the quarter ended December 2023, National Vision (EYE) reported revenue of $506.4 million, up 8% over the same period last year. EPS came in at -$0.02, compared to -$0.08 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $499.36 million, representing a surprise of +1.41%. The company delivered an EPS surprise of +77.78%, with the consensus EPS estimate being -$0.09. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- ...

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 2024 Outlook”, “Fiscal 2024 Outlook Considerations”, “Walmart Vision Center and AC Lens FY 23 & FY24 Expected Impact” and “Adjusted Operating Margin Progression 2023-2025” as well ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________________________________________________________________ FORM 10-K _______________________________________________________________________ (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to _____ Comm ...

Exhibit 99.1 National Vision Holdings, Inc. Reports Fourth Quarter and Fiscal 2023 Financial Results Fourth quarter 2023 highlights: • Net revenue of $506.4 million, an increase of 8.0% from Q4 2022 • Comparable store sales growth of 6.0% and Adjusted Comparable Store Sales Growth of 5.7% from Q4 2022 • Net loss of $(16.0) million and Diluted EPS of $(0.20), inclusive of $4.9 million in expenses related to the termination of the Walmart partnership, compared with Net loss of $(9.3) million and Diluted EPS o ...

公司合作与竞争 - National Vision即将终止与Walmart的合作，可能会对公司业务产生重大影响[2] - 公司面临来自有限供应商和激烈竞争环境的威胁[1] - 公司在高度竞争的光学零售行业中运营，面临来自多个竞争对手的竞争[6] 财务状况 - 通货膨胀导致成本和费用压力增加，可能影响公司的盈利能力[4] - National Vision的四个子部门在Owned and Host领域持续增长市场份额，推动收入增长[7] - 公司计划继续执行核心增长计划，并进一步投资以增强竞争优势[9]

DULUTH, Ga.--(BUSINESS WIRE)--National Vision Holdings, Inc. (NASDAQ: EYE) (“National Vision” or the “Company”) will report its fourth quarter and fiscal 2023 financial results before the market opens on Tuesday, February 27, 2024. The Company will host a conference call to discuss these results on Tuesday, February 27, 2024, at 8:30 a.m. Eastern Time. To pre-register for the conference call and obtain a dial-in number and passcode, please refer to the “Investors” section of the Company’s website at www.nat ...

Limited-edition collaboration features innovative designs that complement diverse faces. DULUTH, Ga., Jan. 30, 2024 /PRNewswire/ -- National Vision, Inc. the nation's second largest optical retailer and provider of quality, affordable eye care and eyewear, announced its collaboration with women and Black- owned eyewear company, Vontélle Eyewear, on an exclusive frame collection celebrating Black History Month. The limited-edition Official by Vontélle frames will be available while supplies last in all 900+ ...

财务数据和关键指标变化 - 第三季度净收入增长6.6%,其中可比店铺销售增长4.3% [9][25] - 毛利率下降70个基点,主要受到医生成本上升和其他服务收入组成部分的拖累,部分被检查收入增加和产品成本下降所抵消 [30][31] - 销售、一般及管理费用占收入比例上升90个基点,主要受到绩效奖金的影响 [32] - 调整后每股收益为0.15美元,与上年同期持平 [34] 各条业务线数据和关键指标变化 - AmericaÂ's Best业务表现强劲,部分被Eyeglass World业务疲软所抵消 [10] - 公司正在将AmericaÂ's Best的成功经验复制到Eyeglass World业务,以改善其表现 [77][78] 各个市场数据和关键指标变化 - 公司管理式医疗保险业务持续保持强劲增长,反映了消费者的降级行为 [57][58][59] - 自付费用客户的销售表现相对较弱,但公司正在采取定价行动以应对 [57][58][59] 公司战略和发展方向及行业竞争 - 公司正在加大对远程检查能力的投资,已有一半的AmericaÂ's Best门店实现远程检查 [15] - 公司计划在2024年底前完成AmericaÂ's Best全部门店的电子健康记录系统部署 [16] - 公司正在采取措施应对与沃尔玛合作关系终止,包括精简公司架构和实施成本节约计划 [22][49][50] - 公司认为上述措施将抵消沃尔玛业务终止带来的盈利能力下降,并有望在2025财年实现中单位数的可比店铺销售增长和营业利润率 [51][52] - 公司在宏观环境不确定的情况下保持谨慎态度,但相信自身的战略举措将推动长期成功 [54] 管理层对经营环境和未来前景的评论 - 公司认为当前的宏观环境仍然充满挑战,尤其是对公司的非保险客户群体造成压力 [24] - 但公司相信通过执行战略举措,特别是在扩大检查能力方面的进展,将有助于实现今年的目标 [24] - 公司对长期前景保持信心,认为正在采取的措施将支持公司实现盈利能力的提升和股东价值的增长 [54] 问答环节重要的提问和回答 问题1 **Anthony Chukumba 提问** 询问公司管理式医疗保险业务和自付费用客户的销售表现情况 [57] **Reade Fahs 和 Melissa Rasmussen 回答** 公司管理式医疗保险业务持续强劲,而自付费用客户的销售表现相对较弱,但公司正在采取定价行动应对 [58][59] 问题2 **Michael Lasser 提问** 询问公司如何实现2025年中单位数的营业利润率目标 [65][66] **Reade Fahs 和 Melissa Rasmussen 回答** 公司计划通过完成远程检查能力的部署、退出低毛利的沃尔玛和AC Lens业务、实施成本节约计划和进一步的定价行动来实现该目标 [66][67][49][50] 问题3 **Zach Fadem 提问** 询问公司完全覆盖医生的门店与存在医生短缺的门店在销售表现上的差异 [75][76] **Melissa Rasmussen 和 Reade Fahs 回答** 公司尚未具体量化门店的"暗店"和"昏暗店"数量,但可以量化它们的销售生产率影响。公司正在通过远程检查等举措来提升这些门店的销售能力 [76][77][78]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________________________________________________________________ FORM 10-Q _______________________________________________________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file nu ...

Disclaimer Forward-LookingStatements 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 21Eof the Securities Exchange Act of 1934. These statements include, but are not limited to, statements contained under “Fiscal 2023 Outlook” as well as other statements related to our current beliefs and expectations regarding the performance of our industry, the Company’s strategic direction, market positio ...