National Vision Holdings, Inc. — Form 8-K
Filed August 12, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 58/100
What the filing says
National Vision reported Q2 2026 net revenue of $498.8M (+2.5% YoY) with adjusted operating income of $31.6M (+32.7% YoY) and adjusted diluted EPS of $0.25 (+39% vs. $0.18). The company raised full-year 2026 adjusted operating income guidance from $107–$133M to $119–$139M and tightened adjusted comparable store sales growth guidance from 3.0%–6.0% to 3.0%–5.0%. The company repurchased 1.2M shares for $20M in Q2 and ended the period with 1,281 stores (net +9 America's Best, +20 Military locations).
Why this rating
Guidance raise and margin expansion are meaningful; however, Q2 comp-store sales of 2.2% (adjusted) decelerate YoY from 5.9%, and absolute revenue growth remains modest at 2.5%. Unearned revenue timing boosted results; core performance mixed.
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