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Overview

* National Vision ( EYE ) Q2 revenue rises 7.7% to $486.4 mln, beating estimates

* Adjusted EPS for Q2 increases to $0.18, surpassing analyst expectations

* Co raises fiscal 2025 outlook, reflecting confidence in growth trajectory

Outlook

* Company raises fiscal 2025 net revenue outlook to $1.934 bln-$1.970 bln

* National Vision ( EYE ) expects fiscal 2025 adjusted operating income of $85 mln-$95 mln

* Company projects fiscal 2025 adjusted diluted EPS of $0.62-$0.70

* National Vision ( EYE ) plans to open ~32 new stores in fiscal 2025

Result Drivers

* TRANSFORMATION PROGRAM - National Vision ( EYE ) attributes strong Q2 performance to its transformation program, including lifestyle selling and strategic pricing adjustments

* COMPARABLE SALES GROWTH - 6.5% growth in comparable store sales driven by higher average ticket and managed care cohort strength

* COST MANAGEMENT - Successful execution of pricing and product mix initiatives reduced costs as a percentage of net revenue

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Beat $486.40 $469.90

Revenue mln mln (10

Analysts

)

Q2 Beat $0.18 $0.14

Adjusted (11

EPS Analysts

)

Q2 EPS $0.11

Q2 Beat $23.80 $18.20

Adjusted mln mln (8

Operatin Analysts

g Income )

Q2 4.9%

Adjusted

Operatin

g Margin

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the miscellaneous specialty retailers peer group is "buy"

* Wall Street's median 12-month price target for National Vision Holdings Inc ( EYE ) is $30.00, about 17.3% above its August 5 closing price of $24.81

* The stock recently traded at 33 times the next 12-month earnings vs. a P/E of 20 three months ago

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)