National Vision Holdings raised its fiscal 2026 adjusted operating income outlook after second quarter net revenue rose 2.5% to $498.8 million and net income climbed to $12.4 million from $8.7 million a year earlier. Diluted earnings per share increased to $0.15 from $0.11, while adjusted operating income jumped 32.7% to $31.6 million. The company now expects adjusted operating income of $119 to $139 million, up from its prior target of $107 to $133 million. CEO Alex Wilkes attributed the stronger profitability to an intentional shift toward a healthier customer base, improved product mix, enhanced customer experience, and cost discipline, with higher-value transactions, managed care customers, and ticket growth gaining momentum.
National Vision Holdings IncRaises fiscal 2026 adjusted operating income outlook after strong Q2 earnings beat.
CAVA Group, Inc.
Deckers Outdoor Corporation
Warby Parker Inc