National Vision Q4 Revenue Rises 15.1%, EPS Beats by 172.7%, Shares Up 9.1%
National Vision posted Q4 revenue of $503 million, 15.1% yoy, 0.8% ahead of estimates, delivering EPS of $0.15 versus a year-ago loss of $0.04, topping consensus by 172.7%. Stronger margins, comparable-store sales growth from traffic and ticket gains, plus a 9.1% share increase propelled the stock to its 52-week high.
1. Q4 Revenue and EPS Beat
National Vision delivered Q4 revenue of $503 million, up 15.1% year-over-year and 0.8% above consensus, while EPS rose to $0.15 from a $0.04 loss a year ago, representing a 172.7% surprise.
2. Margins and Comparable Sales Growth
Gross margins improved thanks to disciplined execution and profitable customer segments, with comparable-store sales increasing on stronger traffic and average ticket growth across America's Best Contacts & Eyeglasses and Eyeglass World brands.
3. Stock Performance and Analyst Rating
Shares climbed 9.05% to $29.04, nearing a 52-week high of $30.02 and lifting market capitalization to around $2.3 billion, while Bank of America Securities maintained a Buy rating on the stock.