财务数据和关键指标变化 - 第二季度净收入同比增长3.1% [12][30] - 经调整同店销售增长1% [12][30] - 毛利率下降120个基点,主要受到医生相关成本上升的影响,但部分被检查收入增加所抵消 [32][33][34][35] - 经调整营业利润率下降240个基点至3.1%,主要受到上述因素影响以及未实现收入的负面影响 [38] - 前6个月净收入同比增长约5%,经调整营业利润率下降180个基点 [41] 各条业务线数据和关键指标变化 - America's Best同店销售增长1.8%,Eyeglass World同店销售下降2.8% [56][57][58][59] - America's Best无医生门店(dark store)占比从去年同期的中单位数下降至不到一半 [57][58] - 公司正在通过远程医疗技术和招聘保留等措施来提高门店的检查能力 [18][19][20][21][22][23][24] 各个市场数据和关键指标变化 - 公司管理层未具体提及各个市场的表现数据 公司战略和发展方向及行业竞争 - 公司正专注于执行关键战略举措,包括提高检查能力、优化定价架构、加强门店运营等 [25][26][27] - 公司计划在2024年2月前结束与沃尔玛的合作关系,并在2024年6月30日前终止向沃尔玛和山姆会员店提供的批发配镜和电商隐形眼镜服务 [14][15][48][49] - 公司将成为一家更简单、增长更快的公司,将更多关注America's Best和Eyeglass World两大战略增长品牌 [16][53] - 公司相信通过消除与这些业务相关的直接和间接成本,加上America's Best和Eyeglass World品牌的增长,将能够缓解退出这些协议的财务影响 [49] 管理层对经营环境和未来前景的评论 - 公司认为在能够提供所需检查量的门店,其销售业绩可以达到历史水平 [59][63][64] - 公司对2023年下半年的销售趋势改善持乐观态度,并有信心将调整后营业利润和调整后每股收益达到或超过指引中值 [46][47] - 公司认为中单位数的调整营业利润率目标可以在2025年实现,并可能在2024年下半年开始看到这一趋势 [63][64] 问答环节重要的提问和回答 问题1 **Michael Lasser 提问** 公司是否有信心能够恢复到疫情前6.5%-7%的平均调整后营业利润率水平 [61][62] **Reade Fahs 回答** 公司确实有信心恢复到中单位数的调整营业利润率目标,主要通过以下几个方面实现: - 消除沃尔玛业务拉低利润率的影响 [63] - 提高检查能力从而提升销售 [63][64] - 进一步数字化门店和公司运营,提高效率 [63] - 开设更多新门店以利用公司的市场空间 [63] - 公司现在对市场变化有更前瞻性的应对,增强了信心 [64][65]

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 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 posit ...

National Vision Holdings, Inc. (NASDAQ:EYE) Q1 2023 Earnings Conference Call May 11, 2023 8:30 AM ET Company Participants Caitlin Churchill - ICR Reade Fahs - CEO, President & Director Melissa Rasmussen - SVP, CAO & CFO Patrick Moore - SVP & COO Conference Call Participants Michael Lasser - UBS Zachary Fadem - Wells Fargo Securities Brian Tanquilut - Jefferies Robert Drbul - Guggenheim Securities Adrienne Yih - Barclays Bank Dylan Carden - William Blair & Company Simeon Gutman - Morgan Stanley Molly Baum - ...

National Vision Holdings, Inc. (NASDAQ:EYE) Q4 2022 Earnings Conference Call March 1, 2023 8:30 AM ET Company Participants Caitlin Churchill - Investor Relations Reade Fahs - Chief Executive Officer Melissa Rasmussen - Chief Financial Officer Patrick Moore - Chief Operating Officer Conference Call Participants Michael Lasser - UBS Sam Reid - Wells Fargo Adrienne Yih - Barclays Kate McShane - Goldman Sachs Simeon Gutman - Morgan Stanley Taji Phillips - Jefferies Dylan Carden - William Blair Operator Good day ...

Q4 and Fiscal Year End 2022 Financial Results March 1, 2023 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 2023 Outlook" as well as other statements related to our current beliefs and expectations regarding the performance of o ...

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 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to _____ Comm ...