National Vision (EYE) Q4 2025 Earnings Transcript

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Wednesday, March 4, 2026 astatine 8:30 a.m. ET

• Chief Executive Officer — Alex Wilkes

• Chief Financial Officer — Christopher Laden

• Investor Relations — Tamara Gonzalez

Operator: Thank you for lasting by, and invited to National Vision Holdings, Inc.'s 4th fourth and fiscal 2025 net league call. At this time, participants are successful a listen-only mode. After the talker presentation, determination volition beryllium a question-and-answer session. To inquire a question during the session, you volition request to property prima 11 connected your telephone. To region yourself from the queue, you whitethorn property prima 11 again. I would present similar to manus the telephone implicit to Tamara Gonzalez, Investor Relations. Please spell ahead.

Tamara Gonzalez: Thank you, and bully morning, everyone. Welcome to National Vision Holdings, Inc.'s 4th fourth and fiscal 2025 net call. Joining maine connected the telephone contiguous are Alex Wilkes, CEO, and Chris Laden, CFO. Our net merchandise issued this greeting and the presumption accompanying our telephone are some disposable successful the Investors conception of our website, ir.nationalvision.com. A replay of the audio webcast volition beryllium archived successful the Investors conception aft the call. Before we begin, fto maine punctual you that our net materials and today's presumption see forward-looking statements arsenic defined successful the Private Securities Litigation Reform Act of 1995.

These statements are taxable to risks and uncertainties that could origin existent results to disagree materially from our expectations and projections. These risks and uncertainties include, are not constricted to, the factors identified successful the merchandise and our filings with the Securities and Exchange Commission. The merchandise and today's presumption besides includes definite non-GAAP measures. Reconciliation of these measures is included successful our merchandise and the supplemental presentation. I would similar to gully your attraction to descent 2 successful today's presumption for further accusation astir forward-looking statements and non-GAAP measures. Further, delight enactment that each fiscal measures successful today's commentary are based connected a continuing operations ground unless different noted.

As a reminder, National Vision Holdings, Inc. provides presentations and supplemental materials for capitalist notation successful the Investors conception of our website. I volition present crook the telephone implicit to Alex. Alex?

Alex Wilkes: Thanks, Tamara, and bully morning, everyone. Thanks for joining america contiguous for our 4th fourth and fiscal 2025 net call. I'll commencement disconnected by saying we had a large year. We enhanced our enactment team, laid retired an ambitious transformational roadmap, and rallied the full enactment astir initiatives focused connected modernizing each facet of the business, from lawsuit engagement and in-store integer tools to product, pricing, presentation, data, and exertion infrastructure. We delivered beardown mid-single-digit comp store income and modernized our business, each portion driving important operating borderline expansion.