National Vision Expects 13.4% Q4 Revenue Growth, Analysts Hold $33.36 Target
National Vision reported $487.3 million in revenue last quarter, a 7.9% year-on-year increase, while full-year EPS guidance fell below analysts’ forecasts. Next quarter’s revenue is projected to rise 13.4% year-on-year, with analysts maintaining estimates and an average price target of $33.36 versus the current $26.97.
1. Past Quarter Performance
Last quarter, National Vision delivered $487.3 million in revenue, up 7.9% year-on-year, topping analysts’ sales estimates. However, the company’s full-year EPS guidance fell below analysts’ forecasts, marking the second consecutive year of guidance misses despite strong top-line growth.
2. Q4 Outlook
For the upcoming quarter, National Vision projects 13.4% revenue growth, a significant acceleration from last year’s 3.9% rise, with analysts holding their estimates steady over the past 30 days. The average analyst price target stands at $33.36, compared with the current share price of $26.97, indicating potential upside if the company meets expectations.
3. Peer Comparison and Market Context
Peers in the consumer retail segment underperformed in Q4, with Tractor Supply’s revenue up 3.3% yet missing estimates by 2.4% and Leslie’s falling 16% below forecasts, driving both stocks lower. The broader retail group saw share prices decline 3.8% over the last month, while National Vision’s shares remained flat, highlighting relative stability entering earnings season.