National Vision Stock Price, News & Analysis

National Vision (NASDAQ: EYE) unveiled a multi-year transformation and financial framework focused on digital innovation, customer expansion, product mix improvement and measured store growth.

The company expects high-single-digit annual net revenue growth and adjusted operating margin expansion of ~50–150 bps from fiscal 2025 through fiscal 2030. A fiscal 2026 planning scenario calls for high-single-digit revenue growth, mid-single-digit comparable store sales, and ~100 bps margin improvement vs. the midpoint of fiscal 2025 guidance.

Actions include a multi-year cost plan targeting ~$20 million of annualized savings (about half in fiscal 2026), disciplined capex at ~4–5% of revenue through 2030, and staged store openings (~30/year in 2026–27, ~60/year in 2028–30).

National Vision Holdings (NASDAQ:EYE) will host an Investor Day on November 17, 2025 at the NASDAQ MarketSite in Times Square, New York City.

The event runs from 10:00 a.m. ET to about 1:30 p.m. ET, will feature presentations and a Q&A with senior leadership including CEO Alex Wilkes and CFO Chris Laden, and will highlight the company’s transformation strategies and financial outlook.

In-person attendance is by invitation with advance registration; the event will be webcast live on the company’s Investor Day microsite and a recording will be posted on the investor section of the company website. The company will also ring the Nasdaq Closing Bell on November 17, 2025.

National Vision (NASDAQ: EYE) reported third quarter 2025 results with net revenue up 7.9% to $487.3M and Adjusted Comparable Store Sales Growth of 7.7%, the 11th consecutive quarter of positive comps. Income from continuing operations rose to $3.4M (diluted EPS $0.04) and Adjusted Operating Income increased 38.6% to $19.8M with Adjusted Operating Margin of 4.1%. Year-to-date net revenue grew 7.1% to $1,484.1M. Cash was $56.0M and total debt was $253.4M. The company raised fiscal 2025 guidance: Adjusted Comparable Store Sales to 5.0%–6.0%, net revenue to $1.970B–$1.988B, and Adjusted Operating Income to $92M–$98M.

National Vision (NASDAQ: EYE) will report third quarter 2025 financial results before the market opens on Wednesday, November 5, 2025.

The company will host a conference call at 8:30 a.m. Eastern Time the same day. Investors can pre-register for dial-in details and passcode and access a live audio webcast and related materials via the company’s Investors website. A replay of the webcast will be available shortly after the broadcast.

National Vision (NASDAQ:EYE) opened its 2025-2026 scholarship program offering a total of $12,500 in awards to eligible optometry students. First-place winner receives $7,500 and two runner-ups receive $2,500 each.

The program, now in its eleventh year, invites third- and fourth-year optometry students in the U.S., Puerto Rico, or Canada to submit written or video essays on "Emerging Technology in Optometry", focusing on portable diagnostics, vision-screening apps, next-generation eyewear, and how technology can improve access and affordability for underserved communities.

Submissions are due January 31, 2026 and winners will be announced by March 1, 2026. Entry details and requirements are available at http://nvscholarship.eyesoneyecare.com/.

National Vision Holdings (NASDAQ: EYE) announced its upcoming participation in the 32nd Annual Goldman Sachs Global Retailing Conference. The company's presentation is scheduled for September 3, 2025, at 1:50 p.m. Eastern Time.

Investors can access the live webcast through the "Investors" section of National Vision's website at www.ir.nationalvision.com. The presentation recording will be archived and made available on the website after the event.

America's Best (NASDAQ: EYE), a retail brand of National Vision Holdings, has unveiled a comprehensive brand transformation in partnership with VML. The rebranding features a new logo, brand platform, and identity system under the tagline "Every Eye Deserves Better."

The transformation includes replacing the traditional flag logo with a sophisticated "AB" acronym brand mark and introducing a new visual design system. The company's marketing campaign will span major cable and streaming platforms including Disney, Tubi, YouTube and Google, featuring photography and video content that showcases everyday moments where clear vision matters.

The initiative aims to reinforce America's Best's commitment to providing affordable, high-quality eye care and stylish frames to all Americans, with media handled by Spark and Rise.

National Vision Holdings (NASDAQ: EYE) reported strong Q2 2025 financial results, with net revenue increasing 7.7% to $486.4 million and comparable store sales growth of 6.5%. The company achieved income from continuing operations of $8.7 million, with diluted EPS of $0.11. Adjusted Operating Income surged 69.1% to $23.8 million, with margin improving to 4.9%.

The company's transformation program showed success through improved lifestyle selling approach and strategic refinements to assortment and pricing. National Vision operated 1,240 stores after opening 8 new America's Best locations and closing 5 during Q2. Based on strong performance, the company raised its fiscal 2025 outlook, now projecting net revenue of $1.934-$1.970 billion and Adjusted Comparable Store Sales Growth of 3.0-5.0%.

National Vision Holdings (NASDAQ: EYE), one of the largest optical retail companies in the US, has unveiled a new corporate brand identity as part of its strategic transformation. The rebrand, developed in partnership with VML, features a new brand symbol inspired by the eye's iris and a refined color palette based on natural eye hues.

Led by CEO Alex Wilkes and Chief Brand and Marketing Officer Joe VanDette, this initiative marks the beginning of several brand-related updates, with America's Best being the first retail brand to undergo modernization. The company aims to strengthen its position as a modern, agile, and purpose-driven organization focused on accessible eye care.