{"schema_version":"secwatch.filing_event.v1","accession":"0001710155-23-000038","form_type":"8-K","ticker":"EYE","cik":"0001710155","company_name":"National Vision Holdings, Inc.","filed_at":"2023-07-26T23:59:59+00:00","discovered_at":"2026-05-14T18:03:34.943280+00:00","generated_at":"2026-06-13T02:23:20.576069+00:00","sec_items":["1.02","2.02","7.01","9.01"],"event_type":"other_material","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"National Vision loses Walmart agreements; expects $70M impairment; reaffirms FY outlook","bullets":["Walmart not renewing Management & Services Agreement; terminates Feb 23, 2024.","AC Lens non-renewal effective June 30, 2024; all Walmart-related agreements ending.","FY2022 Walmart business contributed $348.9M revenue and $15.0M EBIT; non-cash impairment charges of ~$60M goodwill and ~$10M intangibles expected in Q3 2023.","Preliminary Q2 2023: net revenue $525.3M (+3.1% YoY); adjusted diluted EPS $0.17; comparable store sales growth -0.1% (adjusted +1.0%).","Company reaffirms FY2023 guidance; expects adjusted operating income and adjusted diluted EPS at or above midpoint of prior ranges."],"urls":{"canonical":"https://secwatch.observer/filing/0001710155-23-000038","json":"https://secwatch.observer/filing/0001710155-23-000038.json","markdown":"https://secwatch.observer/filing/0001710155-23-000038.md","text":"https://secwatch.observer/filing/0001710155-23-000038.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1710155/000171015523000038/0001710155-23-000038-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1710155/000171015523000038/eye-20230720.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-13T02:23:20.576069+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":"ce17e7311366adfb8f68c5a59b8387ce99129272","claim":"National Vision Holdings, Inc. reported the quarter ended July 1, 2023 results: revenue $525,340, net income $5,614, EPS $0.07. Guidance reaffirmed.","evidence_excerpt":"actual results for the quarter ended July 1, 2023. 2 $ in thousands, except per share amounts Three months ended July 1, 2023 Three months ended July 2, 2022 Change Net revenue $ 525,340 $ 509,555 3.1 % Comparable store sales growth (0.1) % (11.0) % Adjusted Comparable Store Sales Growth 1.0 % (12.4) % Stores opened 24 22 Stores closed 1 — Ending store count 1,381","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1710155/000171015523000038/0001710155-23-000038-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended July 1, 2023"},{"label":"Revenue","value":"$525,340"},{"label":"Net income","value":"$5,614"},{"label":"EPS","value":"$0.07"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"preliminary results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}