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National Vision (NASDAQ: EYE) confirms 2026 outlook, $50M buyback

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

National Vision Holdings, Inc. is confirming its fiscal 2026 guidance ahead of investor meetings and a presentation at the William Blair 46th Annual Growth Stock Conference on June 3, 2026. The company has completed migrating its e-commerce platform across all brands and is seeing sequential improvement in traffic after temporary disruption from the re-platform.

For the second quarter to date, Adjusted Comparable Store Sales Growth is tracking in the low-single-digit range, and the company expects low-single-digit growth for the full second quarter. National Vision also updates its stock repurchase program: of the up to $50 million authorized for common share repurchases through December 28, 2030, it has repurchased approximately $20 million to date.

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Item 7.01 Regulation FD Disclosure Disclosure
Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.
Item 9.01 Financial Statements and Exhibits Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
Stock repurchase authorization $50 million Aggregate amount authorized for common stock repurchases until December 28, 2030
Repurchases completed $20 million Approximate amount of common stock repurchased under authorization as of report date
Repurchase authorization end date December 28, 2030 Final date through which repurchases may be made under current authorization
Conference appearance June 3, 2026 Presentation at William Blair 46th Annual Growth Stock Conference
Conference edition 46th William Blair Annual Growth Stock Conference where outlook is reaffirmed
Adjusted Comparable Store Sales Growth financial
"Second quarter to date, Adjusted Comparable Store Sales Growth (defined below) is tracking in the low-single-digit range"
Measure of how sales at stores that have been open for a comparable period (usually at least one year) changed after removing the effects of new openings, closures, major one-time promotions, currency swings, or other non-recurring items so the comparison is apples-to-apples. Investors use it to judge underlying customer demand and store productivity — like checking how the same set of shops performed without being skewed by expansion or short-term events — which helps assess the quality of growth and management performance.
non-GAAP measure financial
"Adjusted Comparable Store Sales Growth is a non-GAAP measure defined as the increase or decrease in sales"
A non-GAAP measure is a company-crafted financial metric that adjusts or excludes items from standard accounting numbers to highlight what management sees as the business’s core performance. Investors use these figures like a filtered photo to reveal trends or cash flow drivers that raw accounting totals might hide, but because companies decide which items to remove, these measures should be compared with standard statements to avoid being misled.
stock repurchase program financial
"Additionally, the Company is providing a status update to its stock repurchase program"
A stock repurchase program is when a company buys back its own shares from the market. This can make each remaining share more valuable and shows that the company believes its stock is a good investment. It’s like a business treating its shares like a limited resource, hoping to boost confidence and share prices.
Repurchase Authorization financial
"the Company’s Board of Directors authorized the Company to repurchase up to $50 million ... (the “Repurchase Authorization”)"
A repurchase authorization is a company's official permission to buy back its own shares from the stock market. It matters because it shows the company plans to reduce the number of shares available, which can increase the value of the remaining shares and signal confidence in its future.
Regulation FD Disclosure regulatory
"Item 7.01 Regulation FD Disclosure. Confirming Full Year 2026 Guidance and Providing Q2 Update"
Regulation FD disclosure requires public companies to share important, market-moving information with everyone at the same time instead of tipping off analysts or large investors first. Think of it as making sure all players on a field hear the same announcement simultaneously; that fairness helps investors trust that stock prices reflect the same information and reduces the risk of sudden, unfair trading advantages or regulatory penalties for selective leaks.
forward-looking statements regulatory
"This ... contains forward-looking statements within the meaning of Section 27A of the Securities Act and Section 21E of the Exchange Act"
Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.
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Understanding 8-K Material Events →
0001710155false00017101552026-06-032026-06-03

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
_______________________________________________________________________
FORM 8-K
_______________________________________________________________________

CURRENT REPORT
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934
Date of Report (Date of earliest event reported):
June 3, 2026
_______________________________________________________________________
National Vision Holdings, Inc.
(Exact name of registrant as specified in its charter)
_______________________________________________________________________

001-38257
(Commission file number)
Delaware 46-4841717
(State or other jurisdiction of
incorporation)		(IRS Employer
Identification No.)
   
2435 Commerce Ave. 
Building 220030096
Duluth,Georgia(Zip Code)
(Address of principal executive offices)
(770) 822‑3600
(Registrant’s telephone number, including area code)
_______________________________________________________________________
Check the appropriate box below if the Form 8−K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
☐    Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐    Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐    Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐    Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act
Title of each class Trading Symbol(s)Name of each exchange on which registered
Common stock, par value $0.01 per shareEYENasdaq
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company ☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐


Item 7.01 Regulation FD Disclosure.

Confirming Full Year 2026 Guidance and Providing Q2 Update
In connection with participation in upcoming investor meetings and conferences, National Vision Holdings, Inc. (the “Company”) is confirming its guidance.
As previously announced, the Company will be presenting at the William Blair 46th Annual Growth Stock Conference on June 3, 2026. At the conference, the Company will reaffirm its fiscal 2026 outlook as provided in its press release issued on May 13, 2026, in connection with the announcement of the Company’s financial results for the first quarter of 2026. The Company has now completed the migration of its e-commerce platform across all brands and is seeing sequential improvement in traffic trends after the temporary disruption primarily related to the re-platform. Second quarter to date, Adjusted Comparable Store Sales Growth (defined below) is tracking in the low-single-digit range, and the Company expects Adjusted Comparable Store Sales Growth for the second quarter in the low-single-digit range.
Additional Information
The Company’s fiscal 2026 outlook is forward-looking, subject to significant business, economic, regulatory and competitive uncertainties and contingencies, many of which are beyond the control of the Company and its management, and based upon assumptions with respect to future decisions, which are subject to change. These uncertainties include, but are not limited to, dynamic market conditions, unexpected disruptions including additional regulatory actions impacting international trade such as tariffs, issues relating to the implementation of our transformation initiatives, geopolitical issues, higher transportation or other costs due to rising fuel or energy costs, and other macroeconomic risks and uncertainties. Actual results may vary and those variations may be material. As such, the Company’s results may not fall within the ranges contained in its fiscal 2026 outlook.
Adjusted Comparable Store Sales Growth is a non-GAAP measure defined as the increase or decrease in sales recorded by the comparable store base in any reporting period, compared to sales recorded by the comparable store base in the prior reporting period, which the Company calculates as follows: (i) sales are recorded at the point of sale (ii) sales are adjusted for managed care insurance collection estimates (iii) stores are added to the calculation during the 13th full fiscal month following the store’s opening; (iv) closed stores are removed from the calculation for time periods that are not comparable; (v) sales from partial months of operation are excluded when stores do not open or close on the first day of the month; and (vi) when applicable, the Company adjusts for the effect of the 53rd week; (vii) in fiscal years following a 53-week fiscal year, there is a one week calendar shift to the comparable prior year period. For the calculation of the adjusted comparable store sales growth in the first quarter of 2026, the Company compared weeks 1 through 13 in fiscal 2026 against weeks 2 through 14 in fiscal 2025. Quarterly, year-to-date and annual adjusted comparable store sales are aggregated using only sales from all whole months of operation included in both the current reporting period and the prior reporting period. When a partial month is excluded from the calculation, the corresponding month in the subsequent period is also excluded from the calculation. There may be variations in the way in which some of our competitors and other retailers calculate comparable store sales. As a result, the Company’s adjusted comparable store sales may not be comparable to similar data made available by other retailers.
Repurchase Program Update
Additionally, the Company is providing a status update to its stock repurchase program. As previously announced, effective March 2, 2026, the Company’s Board of Directors authorized the Company to repurchase up to $50 million aggregate amount of shares of the Company’s common stock until December 28, 2030 (the “Repurchase Authorization”). As of the date hereof, the Company has repurchased approximately $20 million of shares of common stock under the Repurchase Authorization. The timing and amounts of any further repurchases under the Repurchase Authorization will depend on a variety of factors, including the market price of the Company’s shares, general market and economic conditions, legal requirements and tax implications.

The information in this Current Report on Form 8-K under Item 7.01 is being furnished to the SEC and shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any of National Vision’s filings with the SEC under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.
Forward-Looking Statements
This Current Report on Form 8-K contains forward-looking statements within the meaning of Section 27A of the Securities Act and Section 21E of the Exchange Act. These statements include statements related to our fiscal 2026 outlook. You can identify these forward-looking statements by the use of words such as “outlook,” “guidance,” “believes,” “expects,” “potential,” “continues,” “may,” “will,” “should,” “could,” “seeks,” “projects,” “predicts,” “intends,” “plans,” “estimates,” “anticipates” or variations of these words or other comparable words. Caution should be taken


not to place undue reliance on any forward-looking statement as such statements speak only as of the date when made. We undertake no obligation to publicly update or review any forward-looking statement, whether as a result of new information, future developments or otherwise, except as required by law. Forward-looking statements are not guarantees and are subject to various risks and uncertainties, which may cause actual results to differ materially from those implied in forward-looking statements. Such factors include, but are not limited to, those set forth in our Annual Report on Form 10-K under the heading “Risk Factors” and in subsequent filings by National Vision with the SEC. Additional information about factors that could cause National Vision’s results to differ materially from those described in the forward-looking statements can be found in filings by National Vision with the SEC, including our Annual Report on Form 10-K and subsequent Quarterly Reports on Form 10-Q or Current Reports on Form 8-K, which are accessible on the SEC’s website at www.sec.gov. These factors should not be construed as exhaustive and should be read in conjunction with the other cautionary statements that are included in this Current Report on Form 8-K and in our filings with the SEC.


Item 9.01 Financial Statements and Exhibits.
(d) Exhibits.
Exhibit No.Description
104
Cover Page Interactive Data File - the cover page XBRL tags are embedded within the Inline XBRL document.


Signatures

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
National Vision Holdings, Inc.
Date: June 3, 2026 By: /s/ Jared Brandman
 Name: Jared Brandman
 Title: Chief Legal & Strategy Officer, Corporate Secretary


Source: View Original Filing on SEC EDGAR

FAQ

What guidance did National Vision (EYE) reaffirm for fiscal 2026?

National Vision reaffirmed its existing fiscal 2026 outlook. The company confirmed the guidance previously issued in its May 13, 2026 press release that accompanied first-quarter 2026 results, emphasizing it remains comfortable with those expectations.

How is National Vision (EYE) performing in Q2 2026 on comparable sales?

National Vision reports that second quarter to date Adjusted Comparable Store Sales Growth is in the low-single-digit range. It also expects Adjusted Comparable Store Sales Growth for the full second quarter of 2026 to remain in that low-single-digit range.

What is National Vision’s (EYE) Adjusted Comparable Store Sales Growth metric?

Adjusted Comparable Store Sales Growth is a non-GAAP measure showing sales changes for comparable stores versus the prior period. It adjusts for factors such as managed care insurance collection estimates, new and closed store timing, and calendar shifts including 53-week fiscal years.

How large is National Vision’s (EYE) stock repurchase authorization?

National Vision’s board authorized the repurchase of up to $50 million of common stock through December 28, 2030. This authorization provides flexibility for the company to buy back shares over several years, subject to market conditions and other factors.

How much stock has National Vision (EYE) repurchased so far?

As of the current report, National Vision has repurchased approximately $20 million of its common stock under the existing authorization. Future repurchases will depend on share price, market and economic conditions, legal requirements and tax considerations.

What risks could affect National Vision’s (EYE) 2026 outlook?

The 2026 outlook could be affected by dynamic market conditions, regulatory actions impacting trade, execution of transformation initiatives, geopolitical developments, higher transportation or energy costs, and broader macroeconomic risks, any of which may cause actual results to differ materially.

Filing Exhibits & Attachments

3 documents

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