National Vision posts transcript of Q2 2026 earnings call

National Vision transcript covered its Q2 2026 earnings call attended by CEO Alex Wilkes, CFO Christopher Laden, and VP IR Tamara Gonzalez.

• Net revenue rose 2.5% to $499 million; adjusted comp sales increased 2.2%, with average ticket up 7.1% offset by a 4.9% traffic decline.
• Ecommerce replatform cut adjusted comps by about 150 bps; disruption lasted about six weeks, with online booking metrics recovering into Q3.
• Adjusted operating margin expanded 140 bps to 6.3%; adjusted EPS rose to $0.25 from $0.18, helped by SG&A leverage.
• Full-year outlook: net revenue $2.03-$2.08 billion; adjusted comp sales 3%-5%; adjusted operating income $119-$139 million; adjusted EPS $0.94-$1.09.