EYE Stock Forecast & Price Target

The financial outlook for National Vision Holdings Inc. appears positive, supported by an increase in estimated earnings per share (EPS) for FY25 and FY26, which have risen to $0.65 and $0.76, respectively, up from previous estimates of $0.59 and $0.66. Additionally, the company’s potential for higher revenues and margins is bolstered by possibilities of accelerated store openings and improved net sales per store (NSP), suggesting a significant upside potential for EPS, forecasted at around $1.70. This optimistic projection, combined with the favorable response to better-than-expected first-quarter results and an upward revision in full-year guidance, contributes to a strong financial trajectory for National Vision Holdings.

National Vision Holdings Inc. faces significant risks that may negatively impact its financial performance, particularly if net sales performance (NSP) declines or if there is increased competition from direct-to-consumer (DTC) brands, both of which could lead to revenue loss and margin erosion. The company's fiscal 2025 outlook indicates flat gross margins year-over-year, suggesting limited growth potential in profitability. Additionally, heavy reliance on a small number of suppliers, coupled with potential legislative actions and changing customer preferences, introduces further uncertainties that could adversely affect the company's market position and future earnings.