核心观点 - National Vision与Pair Eyewear达成战略合作，将Pair Eyewear的可定制眼镜引入National Vision旗下的America's Best品牌，覆盖超过1,000家门店，并将其眼科医生网络指定为Pair Eyewear的官方眼科护理提供商 [1][2][3][4][5][6][7][8][9] 合作背景与目标 - National Vision希望通过与Pair Eyewear的合作，为寻求性价比的顾客提供时尚且可定制的眼镜选择，满足顾客对个性化外观的需求 [3] - Pair Eyewear希望通过与National Vision的合作，进一步扩大其产品的可及性，并增强消费者的购物体验 [4] 合作内容 - America's Best成为Pair Eyewear的独家零售合作伙伴，将可更换镜框的眼镜引入超过1,000家门店 [2] - National Vision的眼科医生网络被指定为Pair Eyewear的官方眼科护理提供商，顾客在购买时可享受包含眼科检查的套餐服务 [2][5] 合作特点 - 创新的个性化购物体验：顾客可以在America's Best门店内体验Pair Eyewear的时尚眼镜与National Vision的眼科医生网络相结合的全面眼镜购物体验 [5] - 扩大可及性：通过America's Best的全国性网络，Pair Eyewear的时尚眼镜将更加广泛地覆盖全国各地的顾客 [5] - 经济实惠的套餐：合作推出的套餐包括眼科检查、基础镜框、两个可选的上镜框以及时尚眼镜盒 [5][6] 公司背景 - National Vision是美国最大的光学零售商之一，拥有超过1,200家门店，致力于提供高性价比的眼科护理和眼镜产品 [8] - Pair Eyewear是全球首个直接面向消费者的可定制眼镜品牌，提供价格为60美元的高质量、可更换镜框的眼镜，并拥有超过1,000种可定制的上镜框选择 [9]

National Vision Holdings, Inc.'s (EYE) growth is backed by the consistent market expansion of the Owned and Host segment. The company's strategic progress in terms of expanding exam capacity, recruitment and retention efforts and remote exam initiatives is highly encouraging. However, weak solvency and an ailing capital structure are concerning. Mounting expenses due to slow economic conditions also add to the worry. In the past year, this Zacks Rank #3 (Hold) company's shares have lost 33.4% against the in ...

In an exclusive retail partnership with National Vision's America's Best brand, the launch expands awardwinning actor Millie Bobby Brown's beloved beauty, lifestyle and fashion line to the American eyewear market. The collection, developed with eyewear manufacturer Mondottica Group, features a full range of sun and optical eyewear styles designed to curate confidence in the next generation. The inclusive and intentional eyewear styles were crafted to make the wearer feel joyful and empowered through the bra ...

National Vision Holdings, Inc. (EYE) delivered an adjusted EPS (earnings per share) of 15 cents in the second quarter of 2024 compared with 17 cents in the year-ago period. The figure surpassed the Zacks Consensus Estimate of 6 cents. The GAAP loss from continuing operations was 1 cent per share compared to an EPS of 5 cents in the prioryear quarter. Revenues in Detail On Feb 23, 2024, National Vision completed the termination of the Walmart Management and Services Agreement and discontinued the former Lega ...

财务数据和关键指标变化 - 第二季度收入为4.52亿美元,同比增长4.6% [37] - 经调整的可比店铺销售额同比增长2.4%,其中America's Best品牌增长2.9% [14] - 经调整的营业利润增长13.8%至1.41亿美元 [14] - 经调整的每股摊薄收益为0.15美元 [42] 各条业务线数据和关键指标变化 - America's Best品牌的可比店铺销售额增长2.9% [15] - Eyeglass World品牌的可比店铺销售额从第一季度开始有所改善,但仍为负0.5% [14] - 受管理式医疗客户的销售增长高个位数,反映了客户认识到在公司购物更有优惠 [15] - 现金支付客户的销售基本持平去年,较第一季度的低个位数负增长有明显改善 [15] 各个市场数据和关键指标变化 - 公司在美国各地区的表现存在差异,需要根据市场需求和供给情况进行优化 [69][70] 公司战略和发展方向及行业竞争 - 公司正在加快转型步伐,包括扩大远程检查能力、实施更灵活的医生排班、执行各种定价行动和促销活动、实施电子健康记录系统等 [17][25][26] - 公司正在审查门店组合,对不达标的门店进行关闭、转换或改善计划 [21][22][23] - 公司计划2025年适度增加新店开设,以确保增量自由现金流和健康增长 [24] - 公司正在投资AI技术,利用自身的大型医生网络和视网膜相机设备,为患者提供创新的AI解决方案 [31][32] 管理层对经营环境和未来前景的评论 - 宏观消费者压力加剧,第二季度销售结果尽管为正,但需要更高的增长才能有信心实现原定的中单位数同店销售增长目标 [16] - 公司正在采取新措施加快改善和巩固基础,包括引入新的领导团队、审查门店组合等 [12] - 公司相信长期机会依然存在,正在采取的行动将加强基础,以更好地把握未来增长 [54] 其他重要信息 - 公司首席运营官Patrick Moore将于年底退休,新任总裁Alex Wilkes和新任首席门店官Mark Banner加入公司 [18][19][20] - 公司董事会新增Caitlin Zulla,她拥有医疗行业和财务专业背景 [34] - 公司调整了2024财年指引,预计收入为18.2-18.4亿美元,经调整营业利润为5700-6200万美元,经调整每股收益为0.45-0.50美元 [48][49][50] - 公司预计2025年的经营利润率与2024年相当,实现中单位数经营利润率目标将推迟 [52][53] 问答环节重要的提问和回答 问题1 **Michael Lasser 提问** 公司过去多年保持中单位数同店销售增长的原因是什么?现在为什么难以恢复到那种水平? [57][58][59][60][61] **Reade Fahs 回答** 主要有三个原因:1)疫情期间刺激性消费导致购买周期受到干扰;2)医生退休和减少工作日导致医生资源短缺;3)近1-2年通胀压力显著增加 [58][59][60][61] 公司采取了一系列措施应对,包括快速扩展远程检查能力、实施更灵活的医生排班、执行定价行动和数字化转型等 [61] 问题2 **Simeon Siegel 提问** 公司各门店的销售生产率存在较大差异吗?在门店优化过程中如何考虑这一因素? [67][68][69][70] **Melissa Rasmussen 回答** 确实存在一定差异,America's Best表现最好,Eyeglass World需要改善。公司将在门店优化时关注多方面因素,包括门店所在市场的供需情况 [69][70] 问题3 **Anthony Chukumba 提问** 公司最近推出的2副眼镜69.95美元和2副129.95美元的促销活动对第三季度开学季的影响如何? [76][77] **Reade Fahs 回答** 7月受天气和全球IT挑战的影响略有弱于6月,但仍保持正增长。对于开学季,目前还为时尚早 [77]

National Vision (EYE) came out with quarterly earnings of $0.15 per share, beating the Zacks Consensus Estimate of $0.06 per share. This compares to earnings of $0.17 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 150%. A quarter ago, it was expected that this discount optical retailer and eye care provider would post earnings of $0.28 per share when it actually produced earnings of $0.30, delivering a surprise of 7.14%. Ove ...

Exhibit 99.1 National Vision Holdings, Inc. Reports Second Quarter 2024 Financial Results Announces New Actions to Accelerate Transformation Second quarter 2024 highlights compared to Q2 2023: • Net revenue from continuing operations of $451.7 million, an increase of 4.6% • Comparable store sales growth of 2.2% and Adjusted Comparable Store Sales Growth of 2.4% • Net loss from continuing operations of $(1.0) million, Diluted EPS from continuing operations of $(0.01) • Adjusted Operating Income from continui ...

The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always looking at the latest trends in value, growth, and momentum to find strong picks. In addition to the Zacks Rank, investors looking for stocks with specific traits can utilize our Style Scores system. Of course, value investors will be most interested in the system's "Value" category. Stocks with "A" grades for Value ...

Value investors are also interested in a number of tried-and-true valuation metrics that help show when a company is undervalued at its current share price levels. Our Value category highlights undervalued companies by looking at a variety of key metrics, including the popular P/E ratio, as well as the P/S ratio, earnings yield, cash flow per share, and a variety of other fundamentals that have been used by value investors for years. EYE currently has a forward P/E ratio of 26.63, while PODD has a forward P ...

The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always looking at the latest trends in value, growth, and momentum to find strong picks. Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the broader market. Value investors use fundamental analysis and ...