Role change
Reade Fahs
Executive Chairman
EYE ·
National Vision Holdings, Inc.
Mr. Fahs will assume the role of Executive Chairman.
Ready 8-Ks
40
Latest filing
June 22, 2026, 4:11 PM ET
Top materiality
0.85
Event mix
earnings ×19 · other_material ×9 · leadership ×7
Sentiment
10 pos · 8 neg · 22 neu
Latest earnings
▲ beat 2025-FY
Executive change
recent →
Recent 8-K filings for EYE
Highest-materiality recent filing
National Vision loses Walmart agreements; expects $70M impairment; reaffirms FY outlook
- Walmart not renewing Management & Services Agreement; terminates Feb 23, 2024.
- AC Lens non-renewal effective June 30, 2024; all Walmart-related agreements ending.
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National Vision Q1 revenue $543.9M (+6.6%), EPS $0.38, adj. EPS $0.45; margin expands 210bps
Net revenue $543.9M, up 6.6% YoY; comparable store sales growth 4.4%.
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Q4 net revenue $503.4M (+15.1% YoY); comp store sales +6.6%; net income $3.3M, diluted EPS $0.04.
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National Vision Q3 net revenue up 7.9% to $487.3M; raises FY2025 outlook
Net revenue from continuing operations up 7.9% to $487.3M; comparable store sales growth 6.8%.
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National Vision Q2 revenue $486.4M (+7.7% YoY); comps +6.5%; adj. EPS $0.18; raises FY outlook
Net revenue from continuing ops $486.4M, up 7.7% YoY; comparable store sales +6.5% (10th consecutive positive quarter).
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National Vision Q1 revenue up 5.7% to $510.3M; raises FY2025 outlook
Net revenue $510.3M vs Q1 2024, up 5.7%; comparable store sales growth 4.1%.
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Alex Wilkes named CEO effective Aug 1, 2025; joins Board same date.
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National Vision adds two directors, enters cooperation with Engine Capital
Board expanded from 9 to 11; Jim McGrann and Michael Nicholson appointed as independent directors, effective March 17, 2025.
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National Vision Q4 revenue up 3.9% to $437.3M; net loss $(29.4)M; cuts 10% of corporate roles
Q4 net revenue $437.3M (+3.9% YoY); comp store sales +2.6% (adjusted +1.5%).
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National Vision CFO to depart; preliminary FY2024 revenue $1.823B, adj. op. income above guidance
CFO Melissa Rasmussen to depart after transition; will stay through Q4 earnings release on Feb 26, 2025.
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Net revenue from continuing operations $451.5M, +2.9% YoY; comparable store sales +1.4% (adjusted +0.9%).
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National Vision borrows $115M, repurchases $218M of 2025 Convertible Notes for $215M
Borrowed $115M in incremental term loans under existing credit agreement; same terms as existing term loans.
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National Vision Q2 net loss $1.0M, revenue up 4.6%, cuts FY2024 outlook
Net revenue from continuing ops $451.7M (+4.6% YoY); comparable store sales growth 2.2%.
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National Vision Q1 continuing ops revenue up 4.2% to $542.5M; reaffirms FY outlook
Continuing ops net revenue $542.5M (+4.2% YoY); adj. diluted EPS $0.30.
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National Vision Q4 2023 net loss $16M, revenue up 8% to $506.4M; FY2024 outlook provided
Q4 net revenue $506.4M (+8.0% YoY); comp store sales +6.0%; adjusted comp sales +5.7%.
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National Vision repurchases $100M of 2.50% convertible notes due 2025 for $99.25M
Repurchased $100M of 2.50% Convertible Notes due 2025 for $99.25M; expected to close Nov 14.
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National Vision Q3 net loss of $73.8M on $79.4M Walmart impairment; revenue 6.6% higher
Net revenue $532.4M (+6.6% YoY); comp store sales +3.8%; adjusted comp +4.3%.
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National Vision Q2 revenue up 3.1% to $525.3M; adj. EPS $0.17 vs $0.21 YoY
Net income $5.6M ($0.07 diluted EPS) vs $9.7M ($0.12) in Q2 2022.
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National Vision loses Walmart agreements; expects $70M impairment; reaffirms FY outlook
Walmart not renewing Management & Services Agreement; terminates Feb 23, 2024.
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National Vision Q4 revenue down 1.9% to $468.9M; net loss of $9.3M
Net revenue $468.9M, down 1.9% YoY; comparable store sales (5.7%), adjusted comparable store sales (2.4%).
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National Vision Q3 net revenue down 3.6% to $499.2M; EPS $0.15, down 67.7%
Net revenue $499.2M, down 3.6% YoY; comparable store sales growth -8.0%.
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National Vision Q2 revenue down 7.3% to $509.6M; EPS $0.12; guidance lowered
Net revenue $509.6M (-7.3% YoY); comparable store sales growth (11.0)%; adjusted comps (12.4)%.
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National Vision Q1 revenue down 1.2% to $527.7M; cuts FY2022 outlook
Net revenue $527.7M (-1.2% YoY); comparable store sales growth (4.9)%, adjusted (6.8)%.
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National Vision Q4 revenue up 18.9% vs 2019, net income up 58.6%; expands buyback by $100M
Net revenue $477.9M, up 18.9% vs Q4 2019; comparable store sales +13.8% (adjusted +11.5%).
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National Vision increases share repurchase authorization to $100M, up from $50M
Board authorized $50M increase in share repurchase program, total now $100M.
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National Vision Q3 revenue $518M, comps +15.7% vs 2019; $50M buyback authorized
Net revenue $518.0M, up 19.9% vs Q3 2019; comparable store sales growth 15.7% (adjusted 13.3%).
Executive changes
Role change
Alex Wilkes
Chief Executive Officer
EYE ·
National Vision Holdings, Inc.
Under this plan, effective August 1, 2025, Alex Wilkes will succeed Reade Fahs as the Company’s Chief Executive Officer and will be appointed to the Company’s Board.
Departed
Thomas V. Taylor, Jr.
Director
EYE ·
National Vision Holdings, Inc.
Additionally, Thomas V. Taylor, Jr., who joined the Board in 2018, will not stand for reelection at the 2025 annual meeting of stockholders (the “Annual Meeting”) and will be departing as a director immediately following the Annual Meeting.
Role change
D. Randolph Peeler
Lead Independent Director
EYE ·
National Vision Holdings, Inc.
D. Randolph Peeler, the current Chair of the Board, will assume the role of Lead Independent Director.
Appointed
Michael J. Nicholson
Director
EYE ·
National Vision Holdings, Inc.
Effective March 17, 2025, James M. McGrann and Michael J. Nicholson have been appointed as members of the Board.
Appointed
James M. McGrann
Director
EYE ·
National Vision Holdings, Inc.
Effective March 17, 2025, James M. McGrann and Michael J. Nicholson have been appointed as members of the Board.
Departed
Melissa Rasmussen
Chief Financial Officer
EYE ·
National Vision Holdings, Inc.
On January 16, 2025, the Company announced that Melissa Rasmussen, the Chief Financial Officer of National Vision, will be departing the Company to pursue another opportunity.
Appointed
Susan O'Farrell
Director
EYE ·
National Vision Holdings, Inc.
Effective February 7, 2024, the Board of Directors (the “Board”) of National Vision Holdings, Inc. (“National Vision” or the “Company”) increased the size of the Board by one director (to a total size of nine directors) and filled the vacancy created by such increase by appointing Susan O’Farrell, age 60, as a director effective February 7, 2024.
Departed
Heather Cianfrocco
director
EYE ·
National Vision Holdings, Inc.
On December 7, 2023, the Board of Directors (the “ Board ”) of National Vision Holdings, Inc. (“ National Vision ” or the “ Company ”) accepted the resignation of Heather Cianfrocco as director of the Company, effective as of December 7, 2023.
Role change
Patrick Moore
Chief Operating Officer
EYE ·
National Vision Holdings, Inc.
In connection with the appointment of Patrick Moore, the Company’s Chief Financial Officer, to the newly-created role of Chief Operating Officer, effective as of August 11, 2022
Role change
Patrick Moore
Chief Operating Officer
EYE ·
National Vision Holdings, Inc.
Patrick Moore, the Company’s Chief Financial Officer, has been appointed to the newly-created role of Chief Operating Officer, effective as of August 11, 2022
Departed
Roger Francis
Chief Stores Officer
EYE ·
National Vision Holdings, Inc.
Roger Francis, the Company’s Chief Stores Officer, notified the Company that he will be resigning from the Company effective August 31, 2022
Earnings & guidance
Materiality & sentiment trend
Max materiality 0.85 · Median 0.65 · Most common event earnings