National Vision Holdings Inc
F:7NV
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National Vision Holdings Inc
National Vision Holdings, Inc. engages in the retail of optical products. The company is headquartered in Duluth, Georgia and currently employs 13,735 full-time employees. The company went IPO on 2017-10-26. The firm's segments include Owned & Host, and Legacy. The Owned & Host segment includes its two owned brands, America's Best and Eyeglass World, and Vista Optical locations in select Fred Meyer stores. The Owned & Host segment also provides vision care products and services to American military service members by operating Vista Optical locations on selected military bases across the country. The Legacy segment consists of its long-term strategic relationship with Walmart to operate Vision Centers in selected Walmart stores. The company also operates e-commerce websites and the e-commerce websites of third parties, including Walmart, Sam’s Club and Giant Eagle. The firm operates approximately 1,200 stores in over 44 states and Puerto Rico. Its America’s Best Brand offers two pairs of eyeglasses including a free eye exam.
National Vision Holdings, Inc. engages in the retail of optical products. The company is headquartered in Duluth, Georgia and currently employs 13,735 full-time employees. The company went IPO on 2017-10-26. The firm's segments include Owned & Host, and Legacy. The Owned & Host segment includes its two owned brands, America's Best and Eyeglass World, and Vista Optical locations in select Fred Meyer stores. The Owned & Host segment also provides vision care products and services to American military service members by operating Vista Optical locations on selected military bases across the country. The Legacy segment consists of its long-term strategic relationship with Walmart to operate Vision Centers in selected Walmart stores. The company also operates e-commerce websites and the e-commerce websites of third parties, including Walmart, Sam’s Club and Giant Eagle. The firm operates approximately 1,200 stores in over 44 states and Puerto Rico. Its America’s Best Brand offers two pairs of eyeglasses including a free eye exam.
Comp Store Growth: National Vision delivered its 11th straight quarter of positive comp store sales, with adjusted comparable store sales up 7.7% year-over-year in Q3.
Margin Expansion: Adjusted operating margin increased by 90 basis points to 4.1%, and gross margin expanded due to higher average ticket and cost leverage.
Guidance Raised: Management raised full-year guidance, now expecting revenue of $1.97–$1.99 billion, comp sales growth of 5%–6%, and adjusted EPS of $0.63–$0.71.
Pricing Actions: New pricing initiatives are being rolled out in Q4, including lens and bundle pricing updates, with early signs of consumer acceptance.
Premium Product Momentum: Premium frame sales and Meta-enabled smart glasses are outperforming expectations, and the assortment shift is resonating especially with managed care and cash pay customers.
Managed Care Strength: Managed care customer traffic and sales approached low teens growth, offsetting softness in cash pay traffic.
Cost Optimization: Cost control remains a focus, with SG&A leverage and lower CapEx guidance due to project timing shifts—not reduced investment.
Marketing & Brand: The new “Every Eye Deserves Better” campaign drove a 19% increase in unaided brand awareness and 10% increase in brand consideration.
