Mar. 4 at 11:30 AM
$EYE National Vision reports Q4 adjusted cont ops EPS 15c, consensus 6c
Reports Q4 revenue
$503.4M, consensus
$495.26M. Comparable store sales growth of 6.6% and adjusted comparable store sales growth of 4.8%, represented 12 consecutive quarters of positive growth. Alex Wilkes, National Vision's CEO, said, "2025 was a remarkable year for National Vision - one in which we embarked on a bold reinvention of our company and executed our plan with discipline and precision, achieving results that surpassed our own expectations. Our strong fourth-quarter performance reflects the meaningful progress we are making across the business. Importantly, this year we saw strong traffic gains from our most profitable target customers, including those who use managed vision care insurance, progressive lens wearers and those who bring in outside prescriptions.
We are elevating our product assortment, enhancing the patient and customer experience, modernizing marketing, and expanding with a higher value customer, while remaining committed to our position as a value leader. Operating margin expansion has been a clear priority for this team, and we're delivering on that commitment. This progress reflects our intentional management of our customer mix, a disciplined approach on cost management, along with the thoughtful investments we've made to strengthen the long-term health of the business."
