{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-014376","form_type":"8-K","ticker":"EYE","cik":"0001710155","company_name":"National Vision Holdings, Inc.","filed_at":"2026-03-04T23:59:59+00:00","discovered_at":"2026-05-14T18:02:35.966543+00:00","generated_at":"2026-05-15T21:44:43.032247+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"National Vision Q4 revenue up 15.1%, adjusted EPS $0.15 vs -$0.04; FY2025 adjusted EPS $0.80 vs $0.52","bullets":["Q4 net revenue $503.4M (+15.1% YoY); comp store sales +6.6%; net income $3.3M, diluted EPS $0.04.","FY2025 net revenue $1,987.5M (+9.0%); net income $29.6M, diluted EPS $0.37.","Q4 adjusted operating income $17.6M (margin 3.5%) vs $3.2M; adjusted diluted EPS $0.15 vs ($0.04).","FY2025 adjusted operating income $102.5M (margin 5.2%) vs $65.5M; adjusted diluted EPS $0.80 vs $0.52.","53rd week added $35.6M revenue, ~$0.03 EPS; 12 consecutive quarters of positive comp sales growth."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-014376","json":"https://secwatch.observer/filing/0001628280-26-014376.json","markdown":"https://secwatch.observer/filing/0001628280-26-014376.md","text":"https://secwatch.observer/filing/0001628280-26-014376.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1710155/000162828026014376/0001628280-26-014376-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1710155/000162828026014376/eye-20260304.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T21:44:43.032247+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"2c98b4b4025f9123a7f0ee447db2e1230c8a3618","claim":"National Vision Holdings, Inc. reported the fourth quarter ended January 3, 2026 results: revenue $503.4 million, net income $3.3 million, EPS $0.04. Guidance initiated.","evidence_excerpt":"Fourth quarter 2025 highlights compared to fourth quarter 2024*: • Net revenue from continuing operations of $503.4 million, increased 15.1% • Comparable store sales growth of 6.6% and Adjusted Comparable Store Sales Growth of 4.8%, represented 12 consecutive quarters of positive growth • Net income from continuing operations of $3.3 million, Diluted EPS from continuing operations of $0.04, with Income (loss) from continuing operations margin improving to 0.7% from (6.7)% • Adjusted Operating Income from continuing operations increased to $17.6 million from $3.2 million, with Adjusted Operating Margin improving to 3.5% from 0.7% • Adjusted Diluted EPS from continuing operations of $0.15 compared with $(0.04)","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1710155/000162828026014376/0001628280-26-014376-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fourth quarter ended January 3, 2026"},{"label":"Revenue","value":"$503.4 million"},{"label":"Net income","value":"$3.3 million"},{"label":"EPS","value":"$0.04"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"7f0f129c347c1ac97b1fa6a0fe2be5edef28b98b","claim":"National Vision Holdings, Inc. reported the fiscal year ended January 3, 2026 results: revenue $1,987.5 million, net income $29.6 million, EPS $0.37. Guidance initiated.","evidence_excerpt":"Fiscal 2025 highlights compared to fiscal year 2024 * : • Net revenue from continuing operations of $1,987.5 million, an increase of 9.0% • Comparable store sales growth of 5.9% and Adjusted Comparable Store Sales Growth of 6.0% • Net income from continuing operations of $29.6 million and Diluted EPS from continuing operations of $0.37, with Income (loss) from continuing operations margin improving to 1.5% from (1.5)% • Adjusted Operating Income from continuing operations of $102.5 million compared with $65.5 million in fiscal year 2024, with Adjusted Operating Margin improving to 5.2% from 3.6% • Adjusted Diluted EPS from continuing operations increased to $0.80 compared with $0.52 in fiscal year 2024","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1710155/000162828026014376/0001628280-26-014376-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fiscal year ended January 3, 2026"},{"label":"Revenue","value":"$1,987.5 million"},{"label":"Net income","value":"$29.6 million"},{"label":"EPS","value":"$0.37"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"b71123c2d5fc00b6af53c4033d35f850862cefd3","claim":"National Vision Holdings, Inc. updated its fiscal 2026 guidance (initiated).","evidence_excerpt":"National Vision Holdings, Inc. (NASDAQ: EYE) (“National Vision” or the “Company”) today reported its financial results for the fourth quarter and fiscal year ended January 3, 2026, and is providing its outlook for fiscal 2026.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1710155/000162828026014376/0001628280-26-014376-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal 2026"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}