National Vision Holdings Gestione
Criteri Gestione verificati 4/4
National Vision Holdings Il CEO è Alex Wilkes, nominato in Aug2025, e ha un mandato di meno di un anno. la retribuzione annua totale è $ 5.20M, composta da 14.1% di stipendio e 85.9% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.021% delle azioni della società, per un valore di $ 278.85K. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4.1 anni e 5.3 anni.
Informazioni chiave
Alex Wilkes
Amministratore delegato
US$5.2m
Compenso totale
| Percentuale dello stipendio del CEO | 14.13% |
| Mandato del CEO | less than a year |
| Proprietà del CEO | 0.02% |
| Durata media del management | 4.1yrs |
| Durata media del Consiglio di amministrazione | 5.3yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • May 20
EYE: Store Expansion And Buybacks Will Support Long Term Margin Outlook
Analysts have maintained their $39.00 price target for National Vision Holdings. The updated view reflects slightly different assumptions on discount rate, revenue growth, profit margin, and future P/E that offset each other overall.
Aggiornamento della narrazione • Apr 29
EYE: Long Dated Buyback Authorization Will Support Future Upside Potential
Analysts have updated their price target for National Vision Holdings to $35.27. This reflects small adjustments to assumptions around the discount rate and future P/E used in their valuation work.
Aggiornamento della narrazione • Apr 15
EYE: Share Repurchases And Store Openings Will Support A Fairly Balanced Outlook
Analysts now see slightly less upside for National Vision Holdings, trimming their fair value estimate from $27.00 to $26.00 as they factor in a modestly higher discount rate, slightly lower revenue growth assumptions, a small improvement in profit margin, and a lower future P/E multiple. What's in the News The Board of Directors authorized a share repurchase plan on March 2, 2026, allowing the company to buy back its common stock (Key Developments).Aggiornamento della narrazione • Mar 31
EYE: New Buyback Authorization Will Support Future Upside Potential
Analysts now maintain their fair value estimate for National Vision Holdings at $35.27 per share, making only minor refinements to assumptions such as discount rate, revenue growth, profit margin, and future P/E to reflect updated modeling inputs rather than a change in overall view. What's in the News The Board of Directors authorized a new share repurchase plan on March 2, 2026, setting the framework for future buybacks (company announcement).Seeking Alpha • Mar 31
National Vision Holdings: Growth Outlook Got Better
Summary National Vision Holdings is no longer a turnaround story—FY2025 results show robust growth, margin expansion, and improved customer mix. Managed care now drives 42% of revenue, with higher-value cohorts and premiumization strategies fueling sustainable, higher-margin growth. Premiumization extends beyond frames to lenses, targeting higher ticket sizes and margins through new products and increased premium lens penetration. EYE’s remote hybrid exam model addresses exam capacity constraints, unlocking further growth potential; shares trade at the low end of their historical valuation range. Read the full article on Seeking AlphaAggiornamento della narrazione • Mar 17
EYE: Share Repurchases And New Store Openings Will Support Future Upside
Analysts have lifted their price target on National Vision Holdings to about $35.27 from roughly $32.82, citing updated assumptions for discount rate, revenue growth, profit margin, and future P/E that they view as better reflecting the company’s current risk and earnings profile. What's in the News The Board of Directors authorized a share repurchase plan, with approval granted on March 2, 2026 (Key Developments).Aggiornamento della narrazione • Mar 03
EYE: Reaffirmed Guidance And Margin Assumptions Will Support Fairly Balanced Outlook
Analysts have maintained their $27.00 price target for National Vision Holdings, citing only modest changes to their underlying assumptions around discount rate, revenue growth, profit margin and future P/E that balance each other out in the updated model. What's in the News National Vision Holdings reaffirmed earnings guidance for the 53 weeks ending January 3, 2026, indicating that management is maintaining its outlook.Aggiornamento della narrazione • Feb 17
EYE: Guidance Reaffirmation And Margin Outlook Will Shape Fairly Balanced Prospects
Analysts maintained their average price target for National Vision Holdings at $27.00, citing updated assumptions that include a slightly lower discount rate, modestly higher revenue growth and profit margin expectations, and a marginally lower future P/E multiple, which together still support the prior valuation level. What's in the News National Vision Holdings reaffirmed earnings guidance for the 53 weeks ending January 3, 2026, keeping its outlook unchanged for the period.Aggiornamento della narrazione • Feb 03
EYE: Long Term Margin Expansion Plans Will Support Bullish Outlook
Analysts now see fair value for National Vision Holdings at $39, up from $36. They cite revised assumptions for revenue growth, profit margins, and a lower future P/E multiple as key drivers of the updated price target.Aggiornamento della narrazione • Jan 20
EYE: Long-Term Store Expansion And Margins Will Face Execution Risks
Analysts have raised their fair value estimate for National Vision Holdings from US$26.00 to US$27.00, reflecting updated assumptions for revenue growth, profit margins, a slightly adjusted discount rate, and the future P/E outlook. What's in the News Reaffirmed earnings guidance for the 53 weeks ending January 3, 2026, with expected net revenue of US$1.970b to US$1.988b (company guidance).Aggiornamento della narrazione • Jan 06
EYE: Long Term Store Expansion Plans Will Support Future Upside
Analysts have trimmed their price target for National Vision Holdings to about $32.82 per share from roughly $32.90, reflecting updated assumptions around the discount rate, projected revenue growth, profit margin, and future P/E multiples. What's in the News Company issued earnings guidance for fiscal 2025 through fiscal 2030 and for fiscal 2026, with expectations for annual net revenue growth in the high single digits from the 2025 base period (Corporate guidance).Articolo di analisi • Jan 04
National Vision Holdings (NASDAQ:EYE) Seems To Use Debt Quite Sensibly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Aggiornamento della narrazione • Dec 23
EYE: Margin Expansion Outlook Will Eventually Prove Unsustainable
Analysts have raised their price target on National Vision Holdings from approximately 22 dollars to 26 dollars. This reflects increased confidence in the company’s ability to expand profit margins despite slightly lower projected revenue growth and a more modest future price to earnings multiple.Aggiornamento della narrazione • Dec 09
EYE: Expansion Plan And Raised Revenue Outlook Will Drive Future Upside
Analysts have modestly raised their price target on National Vision Holdings to 32.90 dollars from 32.90 dollars, reflecting slightly higher assumptions for discount rate, long term revenue growth, profit margin, and future earnings multiples. What's in the News Reaffirmed long term outlook for fiscal 2025 through 2030, targeting high single digit annual net revenue growth, including a planning scenario for fiscal 2026 with similar growth expectations (Corporate Guidance).Aggiornamento della narrazione • Nov 25
EYE: Accelerated Store Expansion Will Drive Outperformance Through 2030
Analysts have raised their price target for National Vision Holdings from $29.80 to $32.90. They cite improved revenue growth forecasts and higher expected profit margins.Aggiornamento della narrazione • Nov 05
EYE: Shares Likely To Outperform As Discount Rate Edges Lower
Narrative Update on National Vision Holdings: Analyst Price Target Revision Analysts have maintained their fair value estimate for National Vision Holdings at $29.80. They cited minor adjustments in growth and profitability outlooks, which only modestly affected underlying financial assumptions.Aggiornamento della narrazione • Oct 22
Analysts Lift Price Target for National Vision Holdings Following Guidance and Brand Updates
Narrative Update on National Vision Holdings Analysts have slightly raised their price target for National Vision Holdings to $29.80, up from $29.15. This change reflects small adjustments to growth assumptions and discount rates.Aggiornamento della narrazione • Oct 08
Managed Care Expansion And Digital Trends Will Unlock Value
Analysts have raised their price target for National Vision Holdings from $28.85 to $29.15. This change reflects improved outlooks around revenue growth and profit margins.Articolo di analisi • Jul 29
Is There Now An Opportunity In National Vision Holdings, Inc. (NASDAQ:EYE)?
National Vision Holdings, Inc. ( NASDAQ:EYE ), is not the largest company out there, but it received a lot of attention...Articolo di analisi • Jul 02
National Vision Holdings (NASDAQ:EYE) Could Be Struggling To Allocate Capital
When we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...Articolo di analisi • Jun 17
Is National Vision Holdings (NASDAQ:EYE) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Articolo di analisi • May 30
Is National Vision Holdings, Inc. (NASDAQ:EYE) Worth US$20.0 Based On Its Intrinsic Value?
Key Insights Using the 2 Stage Free Cash Flow to Equity, National Vision Holdings fair value estimate is US$15.45...Nuova narrazione • May 27
Digital Segmentation And Premium Offerings Will Drive Future Growth
Targeting higher-value segments and investing in digital experiences drives customer growth, retention, and margin improvement as vision needs increase across demographics.Articolo di analisi • May 08
Revenues Tell The Story For National Vision Holdings, Inc. (NASDAQ:EYE) As Its Stock Soars 38%
National Vision Holdings, Inc. ( NASDAQ:EYE ) shareholders have had their patience rewarded with a 38% share price jump...Articolo di analisi • Apr 22
Is There Now An Opportunity In National Vision Holdings, Inc. (NASDAQ:EYE)?
National Vision Holdings, Inc. ( NASDAQ:EYE ), is not the largest company out there, but it received a lot of attention...Articolo di analisi • Mar 20
National Vision Holdings (NASDAQ:EYE) Will Be Looking To Turn Around Its Returns
To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...Articolo di analisi • Feb 15
Here's Why National Vision Holdings (NASDAQ:EYE) Has A Meaningful Debt Burden
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Articolo di analisi • Dec 18
National Vision Holdings (NASDAQ:EYE) Is Finding It Tricky To Allocate Its Capital
To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...Articolo di analisi • Nov 26
Pinning Down National Vision Holdings, Inc.'s (NASDAQ:EYE) P/S Is Difficult Right Now
It's not a stretch to say that National Vision Holdings, Inc.'s ( NASDAQ:EYE ) price-to-sales (or "P/S") ratio of 0.4x...Articolo di analisi • Nov 02
Why National Vision Holdings, Inc. (NASDAQ:EYE) Could Be Worth Watching
National Vision Holdings, Inc. ( NASDAQ:EYE ), is not the largest company out there, but it saw a decent share price...Articolo di analisi • Aug 09
Some Confidence Is Lacking In National Vision Holdings, Inc.'s (NASDAQ:EYE) P/S
It's not a stretch to say that National Vision Holdings, Inc.'s ( NASDAQ:EYE ) price-to-sales (or "P/S") ratio of 0.4x...Articolo di analisi • Jul 18
Is National Vision Holdings (NASDAQ:EYE) Using Too Much Debt?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • May 31
National Vision Holdings: Strong Catalyst To Help Business Achieve High End Of Guidance
Summary My recommendation is a buy due to the rollout of remote exam capabilities, which is expected to drive same-store sales and improve valuation. EYE is a leading optical retailer in the US, focusing on value products for lower-end customers. The introduction of remote exam technology in Texas could significantly improve operations and contribute to high single-digit same-store sales growth. Read the full article on Seeking AlphaArticolo di analisi • May 24
Is It Time To Consider Buying National Vision Holdings, Inc. (NASDAQ:EYE)?
While National Vision Holdings, Inc. ( NASDAQ:EYE ) might not have the largest market cap around , it saw significant...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Apr 04 2026 | n/a | n/a | US$47m |
| Jan 03 2026 | US$5m | US$735k | US$30m |
| Sep 27 2025 | n/a | n/a | -US$3m |
| Jun 28 2025 | n/a | n/a | -US$15m |
| Mar 29 2025 | n/a | n/a | -US$25m |
| Dec 28 2024 | US$2m | US$196k | -US$27m |
Compensazione vs Mercato: La retribuzione totale di Alex ($USD 5.20M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 5.45M ).
Compensazione vs guadagni: La retribuzione di Alex è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Alex Wilkes (46 yo)
less than a year
Mandato
US$5,198,862
Compensazione
Mr. Alexander N. Wilkes, also known as Alex, has been Chief Executive Officer and Director of National Vision Holdings, Inc. since August 1, 2025 and was its President since August 19, 2024 until August 1,...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Chairman of the Board | 12.2yrs | US$7.29m | 1.32% $ 17.9m | |
| CEO & Director | less than a year | US$5.20m | 0.021% $ 278.8k | |
| Chief Financial Officer | 1.2yrs | US$2.31m | 0.020% $ 278.0k | |
| Senior VP | 7.3yrs | US$2.06m | 0.096% $ 1.3m | |
| Senior VP & Chief People Officer | 6.9yrs | US$1.64m | 0.13% $ 1.8m | |
| Senior VP & President of America’s Best | 1.8yrs | US$2.28m | 0.022% $ 302.8k | |
| Chief Technology Officer | less than a year | Nessun dato | Nessun dato | |
| Vice President of Investor Relations | no data | Nessun dato | Nessun dato | |
| Senior VP and Chief Brand & Marketing Officer | 4.1yrs | US$1.02m | 0.058% $ 781.9k | |
| Senior VP of Talent | 8.8yrs | Nessun dato | Nessun dato | |
| Senior Vice President of Real Estate | 8.8yrs | Nessun dato | Nessun dato | |
| Senior Vice President of Manufacturing & Distribution | 7.9yrs | Nessun dato | Nessun dato |
4.1yrs
Durata media
50yo
Età media
Gestione esperta: Il team dirigenziale di EYE è considerato esperto (durata media dell'incarico 4.1 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Chairman of the Board | 12.2yrs | US$7.29m | 1.32% $ 17.9m | |
| CEO & Director | less than a year | US$5.20m | 0.021% $ 278.8k | |
| Lead Independent Director | 12.2yrs | US$101.25k | 0.31% $ 4.3m | |
| Independent Director | 5.3yrs | US$250.02k | 0.062% $ 846.9k | |
| Independent Director | 8.3yrs | US$265.02k | 0.055% $ 747.1k | |
| Independent Director | 1.8yrs | US$250.02k | 0.027% $ 371.3k | |
| Independent Director | 1.2yrs | US$285.00k | 0.013% $ 181.9k | |
| Independent Director | 1.2yrs | US$285.00k | 0.013% $ 181.9k | |
| Independent Director | 5.7yrs | US$250.02k | 0.051% $ 696.5k | |
| Independent Director | 5.6yrs | US$269.57k | 0.045% $ 616.2k | |
| Independent Director | 2.3yrs | US$275.02k | 0.028% $ 379.1k |
5.3yrs
Durata media
61yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di EYE sono considerati esperti (durata media dell'incarico 5.3 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/22 08:05 |
| Prezzo dell'azione a fine giornata | 2026/05/22 00:00 |
| Utili | 2026/04/04 |
| Utili annuali | 2026/01/03 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
National Vision Holdings, Inc. è coperta da 13 analisti. 11 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Adrienne Yih-Tennant | Barclays |
| Alexander Maroccia | Berenberg |
| Robert Ohmes | BofA Global Research |