National Vision Holdings, Inc. (EYE) Q3 2024 Earnings Call Transcript Summary
National Vision Holdings, Inc. (EYE) Q3 2024 Earnings Call Transcript Summary
Net revenue year-to-date increased about 3.8%, driven by new store openings and adjusted comparable store sales growth.The following is a summary of the National Vision Holdings, Inc. (EYE) Q3 2024 Earnings Call Transcript:
以下是National Vision Holdings, Inc.（EYE）2024年第三季度业绩会交易报告摘要：
Financial Performance:
财务业绩：
National Vision reported a revenue increase of 2.9% to $451.5 million in Q3 2024, driven by strong managed care results and adjusted operating income grew 22.2% to $14.3 million.
Adjusted diluted earnings per share were $0.12, reflecting an effective tax rate of approximately 18.9%.
Net revenue year-to-date increased about 3.8%, driven by new store openings and adjusted comparable store sales growth.
National Vision报告称，2024年第三季度营业收入增长2.9%，达到45150万美元，受强劲的管理护理业务表现推动，调整后的营业收入增长22.2%，达到1430万美元。
调整后的每股稀释收益为0.12美元，反映出约18.9%的有效税率。
截至目前的净营业收入增长约为3.8%，受新店开业和调整后的可比店铺销售增长的推动。
Business Progress:
业务进展：
Announced the closure of 39 stores through 2026 to optimize profitability, expecting $4 million in adjusted EBITDA improvement.
Plans to open 30-35 new America's Best stores in 2025, focusing on states where remote technology is enabled.
Introduced new promotions and product launches, including the Florence by Mills eyewear collection and an exclusive partnership with Pair Eyewear at America's Best.
Continued expansion of remote exam capabilities, now enabled in over 730 locations; remote exams accounted for about 11% of exams in remote-enabled states for the quarter.
宣布将于2026年通过关闭39家门店来优化盈利能力，预计调整后的EBITDA将增加400万美元。
计划在2025年开设30-35家新的America's Best门店，重点放在开展远程技术的州。
推出了包括Florence by Mills眼镜系列和与Pair Eyewear在America's Best的独家合作在内的新促销活动和产品推出。
在超过730个地点启用了远程检查能力的持续扩展；远程检查占远程启用州检查的约11%。
Opportunities:
机会：
Enhancing digital marketing efforts with a new CRM platform going live in the second half of 2025 to drive customer engagement and retention through personalized messaging.
Continued investment in merchandising capabilities to offer regionally relevant products and pricing.
通过2025年下半年推出的新CRM平台来加强数字营销工作，以通过个性化消息推动客户参与度和留存率。
继续投资于商品陈列能力，以提供区域相关产品和定价。
Risks:
风险：
Anticipates a $13 million to $16 million revenue headwind from store closures by the end of fiscal 2026, with the majority of the impact expected in fiscal 2025.
Facing challenges with e-commerce performance, particularly during the transition of the discountcontacts.com website.
预计在2026财政年度结束时由于商店关闭而面临1300万至1600万美元的营业收入压力，其中大部分影响预计发生在2025财政年度。
在discountcontacts.com网站过渡期间，面临电子商务表现方面的挑战。
Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：本文由人工智能生成。内容准确性无法完全保证。如需更全面详情，请参阅IR网站。本文仅供投资者参考，不具有任何指导或推荐建议。
