National Vision Q4 Earnings Call Highlights

• Fiscal 2025 results: Net gross roseate 9% to $1.99 billion with adjusted comparable store income up 6%, adjusted operating income up 56% to $102.5 million and adjusted EPS of $0.80 (the twelvemonth included a 53rd week that added astir $35.6 million of revenue).

• Strategic lawsuit and merchandising shift: Management is moving toward higher‑value cohorts—managed attraction reached astir 42% of revenue—and expanded premium/branded frames (share of frames >$99 roseate to ~40%), portion astute eyewear (notably Ray‑Ban Meta) and premium lens connect rates are driving higher‑value transactions.

• 2026 outlook and superior allocation: Company guided to nett gross of $2.03–$2.09 billion, adjusted operating income of $107–$133 million and adjusted EPS of $0.85–$1.09, approved a caller $50 million buyback, and finished FY25 with full liquidity of $332 million and nett debt/EBITDA of 1.1x.

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National Vision (NASDAQ:EYE) executives said fiscal 2025 marked a “defining year” for the institution arsenic it executed a wide modernization plan, expanded operating margins, and shifted its lawsuit premix toward higher-value cohorts specified arsenic managed care, progressive lens wearers, and customers bringing extracurricular prescriptions.

For fiscal 2025, National Vision reported nett gross maturation of 9% to $1.99 billion and adjusted comparable store income maturation of 6%. Adjusted operating income roseate 56% to $102.5 million, with adjusted operating borderline expanding 160 ground points to 5.2%. Adjusted EPS accrued to $0.80 from $0.52 successful the anterior year.

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In the 4th quarter, nett gross accrued 15.1% to $503 million and adjusted comparable store income roseate 4.8%. Adjusted operating income was $17.6 million, with adjusted operating borderline improving to 3.5% from 0.7% a twelvemonth earlier. Adjusted EPS was $0.15 versus a nonaccomplishment of $0.04 successful the prior-year quarter.

CFO Christopher Laden emphasized that fiscal 2025 included a 53rd week versus the anterior year. The other week contributed $35.6 million successful nett gross and $3.5 million successful adjusted operating income. Comparable income metrics were reported connected a 52-week calendar.

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During the 4th quarter, the institution opened 12 caller America’s Best stores and closed 4, ending the play with 1,250 stores. Laden said fourth-quarter comparable maturation was driven chiefly by a 5.8% summation successful mean ticket, partially offset by a 2.5% diminution successful wide lawsuit traffic. Management attributed the postulation diminution to softer self-pay trends, portion noting postulation maturation for managed care, progressive, and extracurricular Rx customers combined.