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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
National Vision
National Vision (EYE) investor relations material
National Vision 28th Annual ICR Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual ICR Conference 2026 summary13 Jan, 2026
Transformation strategy and execution
Executing a shift to a more innovative, digital, and joyful retail model, with elevated assortment and refined pricing strategies.
Early actions have led to stronger profitability and mid-single digit comparable sales growth in 2025.
Transformation is in early stages, with significant runway for continued evolution and growth.
Focus on expanding operating margins through customer segmentation, premium product mix, enhanced experience, and moderated new store growth.
Reinvestment in organic growth and modernization to become a best-in-class retailer.
Product and customer mix evolution
Increased premium frame offerings, with frames over $99 rising from 20% in 2024 to 40% in 2025.
Introduction of high-performing brands and smart glasses, with more premium brands planned for 2026.
Premium lens offerings and tiered products now available, optimizing managed care customer benefits.
Majority of value-add in lens manufacturing occurs domestically, providing tariff insulation.
Maintaining value positioning while adding luxury and premium options.
Customer experience and marketing
Managed care transactions now make up 40% of the mix, up from low single digits at founding.
Enhanced focus on helping customers maximize insurance benefits and trade up to premium products.
Both managed care and cash pay segments show positive comps, with cash pay consumers trading up at higher rates.
Marketing spend is being redirected to target higher-value customer cohorts, improving ROI without increasing spend.
Expanding total addressable market by targeting higher-income households and premium segments.
Target frame mix over $99 and timeline
Impact of managed care mix on margins
Drivers for new store ROI post-2028
Partial view of Summaries dataset, powered by Quartr API
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Next National Vision earnings date
Q4 202525 Feb, 2026
National Vision
Next National Vision earnings date
Q4 202525 Feb, 2026
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Frequently asked questions
National Vision Holdings Inc operates a network of optical retail stores offering eye exams, prescription eyewear, and contact lenses. The company serves value-oriented customers through various retail brands and partnerships with mass retailers and warehouse clubs across the United States. The company is headquartered in Duluth, Georgia, and its shares are listed on the NASDAQ.
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