National Vision

EYE

Market cap $2.29B

With Thanksgiving just hours away, investors are bracing for the most pivotal stretch of the retail calendar, as Black Friday launches a high-stakes holiday season shaped by shifting consumer behavior, sticky inflation and growing divides in household spending — factors likely to separate retail stock winners from losers.

DULUTH, Ga.--(BUSINESS WIRE)--National Vision Holdings, Inc. (NASDAQ: EYE) (“National Vision” or the “Company”) today announced that the Company is scheduled to present at the Morgan Stanley Global Consumer & Retail Conference on Wednesday, December 3, 2025, at 11:45 a.m. Eastern Time. A live webcast of the presentation can be accessed in the “Investors” section of the Company's website at www.ir.nationalvision.com. The webcast will be archived and available on the website shortly after the.

National Vision Holdings, Inc. ( EYE ) Analyst/Investor Day November 17, 2025 10:00 AM EST Company Participants Tamara Gonzalez - Vice President of Investor Relations Alex Wilkes - CEO & Director Joe VanDette - Senior VP and Chief Brand & Marketing Officer Ana Moeddel Mark Banner - Senior VP & President of America's Best Priti Patel Bill Clark - Senior VP & Chief People Officer Jared Brandman - Senior VP, Chief Legal & Strategy Officer, General Counsel and Secretary David Cutler Christopher Laden - Chief Financial Officer Conference Call Participants Katharine McShane - Goldman Sachs Group, Inc., Research Division Adrienne Yih-Tennant - Barclays Bank PLC, Research Division Michael Lasser - UBS Investment Bank, Research Division Anthony Chukumba - Loop Capital Markets LLC, Research Division Zachary Fadem - Wells Fargo Securities, LLC, Research Division Simeon Siegel - Guggenheim Securities, LLC Dylan Carden - William Blair & Company L.L.C., Research Division Paul Lejuez - Citigroup Inc., Research Division Matt Koranda - ROTH Capital Partners, LLC, Research Division Presentation Tamara Gonzalez Vice President of Investor Relations Well, good morning, everyone.

Acquired 199,934 shares in EYE, an optical retailer. Post-trade stake: 199,934 shares valued at $5.84 million The new holding represents 3.7% of AUM, which places it outside the fund's top five holdings

DULUTH, Ga.--(BUSINESS WIRE)--National Vision Holdings, Inc. (NASDAQ: EYE) (“National Vision” or the “Company”) will host an Investor Day at NASDAQ MarketSite in New York City today to detail its comprehensive transformation strategy and financial outlook. “We are boldly reinventing National Vision to drive significant value over the long term,” said Alex Wilkes, Chief Executive Officer of National Vision. “With a strong foundation in place, we are now executing a multi-year strategy to unlock.

National Vision Holdings is making progress with turnaround efforts, including rebranding, new branded frames, and attracting higher-income customers. EYE posted strong Q3 results with 7.9% revenue growth and margin improvement, but most growth came from price increases rather than traffic. The company is expanding AI smart glasses offerings and raising prices, but faces risks from limited pricing power and strong competition.

DULUTH, Ga.--(BUSINESS WIRE)--National Vision Holdings, Inc. (NASDAQ: EYE) (“National Vision” or the “Company”), will host an Investor Day on Monday, November 17, 2025, in New York City, as previously announced. The event, to be held at the NASDAQ MarketSite in Times Square, will highlight the Company's transformation strategies and financial outlook, featuring a series of presentations as well as a question-and-answer session with members of the Company's senior leadership team, including Alex.

Although the revenue and EPS for National Vision (EYE) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

National Vision Holdings, Inc. (EYE) Q3 2025 Earnings Call Transcript

National Vision (EYE) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.12 per share. This compares to earnings of $0.12 per share a year ago.