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National Vision Holdings, Inc. provides its annual overview of a large U.S. value-focused optical retailer operating 1,250 stores across America’s Best, Eyeglass World and Host brands as of January 3, 2026. The company highlights a multi‑year transformation to modernize merchandising, pricing, marketing and in‑store technology, including telehealth capabilities in over 800 locations and a new CRM platform to personalize customer journeys.
The strategy pairs a more premium, data‑driven product mix with cost optimization and margin expansion, while near‑term new store openings are moderated to about 30–35 per year before an expected reacceleration to roughly 60 annually beginning in 2028, totaling about 240 new stores through 2030. Omni‑channel and e‑commerce, including DiscountContacts.com, contributed about 7% of net revenue in 2024 and 2025. Managed vision care represented 42% of 2025 revenue, with a stated goal to reach 50% as more insured customers use benefits in its network. The report also details extensive risk factors spanning economic conditions, competition, regulation, supply chain, indebtedness and stock price volatility.
National Vision Holdings reported strong improvement for the fourth quarter and fiscal 2025. Fourth-quarter net revenue from continuing operations rose 15.1% to $503.4 million, with comparable store sales up 6.6% and Adjusted Comparable Store Sales Growth at 4.8%, marking 12 straight quarters of positive comps. Net income from continuing operations was $3.3 million, or diluted EPS of $0.04, and Adjusted Diluted EPS reached $0.15. Adjusted Operating Income increased to $17.6 million, lifting the Adjusted Operating Margin to 3.5% from 0.7%.
For fiscal 2025, net revenue from continuing operations grew 9.0% to $1,987.5 million. Net income from continuing operations was $29.6 million with diluted EPS of $0.37, and the margin improved to 1.5% from a loss margin of 1.5% in 2024. Adjusted Operating Income rose to $102.5 million from $65.5 million, with the Adjusted Operating Margin moving to 5.2% from 3.6%, while Adjusted Diluted EPS increased to $0.80 from $0.52. Adjusted EBITDA from continuing operations reached $192.9 million, and the company is guiding 2026 total comparable store sales growth of 2.8%–5.8% and Adjusted Comparable Store Sales Growth of 3.0%–6.0%.
National Vision Holdings General Manager Priti V. Patel reported routine equity compensation activity. On February 27, 2026, Patel exercised 3,363 restricted stock units, which converted into 3,363 shares of common stock on a one-for-one basis.
On the same date, 1,382 common shares at $26.97 per share were withheld to cover tax liabilities related to the vesting, a non–open-market disposition. After these transactions, Patel directly held 15,850 shares of common stock and 31,025 restricted stock units. A prior grant of 10,090 RSUs from March 1, 2024 vests in three equal annual installments.
National Vision Holdings executive Joseph VanDette reported equity transactions tied to vesting of prior awards. On February 27, 2026, he exercised 3,363 restricted stock units, which converted into 3,363 shares of common stock at no cost. On the same date, 1,172 shares of common stock were withheld at $26.97 per share to cover tax liabilities associated with the RSU vesting, leaving him with 18,131 common shares held directly.
National Vision Holdings senior vice president and chief people officer Bill Clark reported equity award activity. On restricted stock units, he exercised or converted 3,363 units into an equal number of common shares on a one-for-one basis.
He then disposed of 1,172 common shares at $26.97 per share to cover tax withholding tied to the vesting of these restricted stock units. After these transactions, his directly owned common stock holdings were 42,251 shares.
National Vision Holdings, Inc. Chief Legal & Strategy Officer Jared Brandman reported equity award activity involving restricted stock units and common stock of EYE. On February 27, 2026, 3,540 restricted stock units were exercised and converted into the same number of shares of common stock at a price of $0.00 per share.
A separate transaction on the same date shows a disposition of 1,205 shares of common stock at $26.97 per share to cover tax liabilities associated with the vesting of restricted stock units, as described in the footnotes. After these transactions, Brandman directly held 47,040 shares of common stock and 44,510 restricted stock units.
The footnotes also state that on March 1, 2024, Brandman was granted 10,621 restricted stock units, vesting in three equal installments beginning on the first anniversary of the grant date, with each unit converting into one share of common stock upon vesting.
National Vision Holdings Executive Chairman Fahs L. Reade reported equity award activity. On February 27, 2026, 28,321 restricted stock units converted into the same number of common shares at $0.00 per share. To cover taxes on this vesting, 12,708 common shares were withheld at $26.97 per share, classified as a tax-liability disposition rather than an open-market sale. Following these transactions, Reade directly held 547,808 common shares and indirectly held 363,430 shares through a trust. Footnotes note these RSUs come from an 84,962-unit grant made on March 1, 2024, vesting in three equal annual installments.
National Vision Holdings, Inc. received an amended Schedule 13G from American Century Investment Management, American Century Companies, and the Stowers Institute for Medical Research reporting a sizable institutional stake. The group reports beneficial ownership of 3,580,367 shares of common stock, representing 4.5% of the outstanding class.
The filers report sole voting power over 2,523,641 shares and sole dispositive power over all 3,580,367 shares as of the event date. They certify the shares were acquired and are held in the ordinary course of business, not to change or influence control of National Vision.
National Vision Holdings, Inc. (EYE) received an updated large‑holder disclosure from Wellington-affiliated entities. Wellington Management Group LLP and related entities report beneficial ownership of 5,783,699 shares of National Vision common stock, representing about 7.29% of the outstanding class as of the event date.
The filing shows no sole voting or dispositive power; voting power over 2,760,987 shares and dispositive power over 5,783,699 shares are held on a shared basis among Wellington entities. The securities are held of record by clients of Wellington investment advisers, whose clients receive dividends and sale proceeds.
Wellington certifies the shares were acquired and are held in the ordinary course of business, and not for the purpose of changing or influencing control of National Vision, other than activities solely in connection with certain nomination rules.
National Vision Holdings, Inc. reported that its subsidiary, National Vision, Inc., and Essilor of America, Inc. signed a Third Amendment to their Direct Lens Letter Agreement. The amendment extends the agreement’s initial term by two years, moving the end date from May 31, 2026 to May 31, 2028.
The amendment also updates the pricing terms between the parties, though specific pricing details are not described here. This keeps a key lens supply relationship in place for a longer period, providing more contractual visibility for both companies.