National Vision extends Essilor lens supply agreement through May 2028, updates pricing

National Vision Holdings, Inc.

National Vision subsidiary entered Amendment No. 3 to Direct Lens Letter Agreement with Essilor of America.
Initial term extended by two years, from May 31, 2026 to May 31, 2028.
Pricing terms updated via new Schedule A, which is omitted as confidential.
Contact for notices changed to Ana Moeddel, Chief Merchandising Officer.
Amendment effective January 1, 2026.

Key facts

Extracted from this filing and checked against the source text.

Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.9

National Vision Holdings, Inc. amended Amendment No. 3 to Letter Agreement with Essilor of America, Inc. valued at Extended initial term by two years from May 31, 2026 to May 31, 2028, and updated pricing terms. (effective 2025-12-13).

Action: amendment
Counterparty: Essilor of America, Inc.
Value: Extended initial term by two years from May 31, 2026 to May 31, 2028, and updated pricing terms.
Effective: 2025-12-13

Exact text from the filing

On December 13, 2025, National Vision, Inc. (the “Subsidiary”), a Georgia corporation and a subsidiary of National Vision Holdings, Inc. (the “Company”), and Essilor of America, Inc., (“Essilor”), a Delaware corporation, entered into Amendment No. 3 (the “Amendment”) to the Letter Agreement dated November 12, 2018, by and between the Subsidiary and Essilor, as subsequently amended (the “Letter Agreement”).

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Source: SEC EDGAR

accession 0001104659-25-121608

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