National Vision beats Q2 revenue, adjusted EPS estimates; raises outlook

National Vision Holdings

06/08/2025 11:11

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Overview

National Vision 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 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 plans to open ~32 new stores in fiscal 2025

Result Drivers

TRANSFORMATION PROGRAM - National Vision 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/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$486.40 mln
$469.90 mln (10 Analysts)
Q2 Adjusted EPS
Beat
$0.18
$0.14 (11 Analysts)
Q2 EPS
$0.11
Q2 Adjusted Operating Income
Beat
$23.80 mln
$18.20 mln (8 Analysts)
Q2 Adjusted Operating Margin
4.9%


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 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: ID:nBw9Tt77ga

(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.)