NATIONAL VISION HLD.-,01

National Vision is rolling out a "Unified‑Commerce" model that links stores, employed doctors, e‑commerce, prescription data and managed‑care relationships to drive long‑term revenue and margin growth. In Q2 2025 the company reported positive same‑store sales growth and a 140‑basis‑point improvement in operating profit despite an e‑commerce migration. Long‑term targets: high‑single‑digit revenue growth, mid‑single‑digit same‑store growth and annual operating‑margin improvements of 50–150 basis points; 30–35 new store openings per year through 2027 and more than 60 per year from 2028. National strengths include a network of ~1,280 stores, over 2,000 optometrists, domestic labs and a high share of managed‑care customers (>40%), while price‑sensitive consumers and higher energy costs continue to exert pressure. » More on de.investing.com

National Vision reported Q2 net revenue of $498.8 million, up 2.5% year-over-year, and net income of $12.4 million versus $8.7 million a year earlier. Diluted EPS rose to $0.15 from $0.11 and adjusted operating income climbed 32.7% to $31.6 million. The company raised its 2026 adjusted operating income guidance to $119–$139 million from $107–$133 million, citing higher-value customers, improved product mix and cost discipline as drivers of stronger profitability. » More on finance.yahoo.com

Director Michael Nicholson purchased 50,000 shares on June 5 for $776,000, a disclosure that lifted shares. National Vision reaffirmed its fiscal 2026 guidance after reporting completion of an e-commerce platform migration and sequential improvement in online traffic. The company said adjusted comparable store sales are in the low single digits so far in Q2 and has repurchased about $20 million under a $50 million buyback program; Q1 revenue rose 6.6% to $543.9 million and net income increased to $31.2 million. » More on finance.yahoo.com