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National Vision Morgan Stanley Global Consumer & Retail Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley Global Consumer & Retail Conference 2025 summary3 Dec, 2025
Leadership and business transformation
New CEO and CFO with deep industry experience joined in 2024, bringing a transformation playbook focused on innovation and customer segmentation.
Initial changes included revising assortment, pricing, and brand messaging after discovering the customer base was wealthier than previously thought.
Early mechanical changes have been implemented, with further fine-tuning of assortment and targeted messaging planned for the next phases.
Management is highly engaged and committed to executing the transformation strategy.
Cost optimization and margin expansion
Comprehensive cost review in 2025 led to $12 million in savings, with an additional $20 million targeted for 2026-2027.
Budgeting now requires leaders to justify every expense, aligning spend with top strategic initiatives.
Margin expansion goal is 50-150 basis points annually over five years, aiming to return to IPO-era margins.
Cost discipline includes renegotiating major contracts and eliminating unnecessary expenses.
Growth strategy and market opportunity
Four growth vectors: underdeveloped customer segments, underdeveloped product segments, enhanced in-store/omnichannel experience, and store footprint expansion.
Focus on attracting higher-value managed care and progressive lens customers, who are significantly more profitable.
Product mix shift from basic plastic lenses to advanced materials and coatings, with even small increases in premium lens sales yielding substantial revenue gains.
E-commerce platform migration and store design overhaul planned for 2026-2027, with store growth to re-accelerate in 2028.
Detail the path to high single-digit operating margin?
How to capture share from independent optometrists?
How will premium lens adoption impact profitability?
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Next National Vision earnings date
Q4 202525 Feb, 2026
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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