National Vision Holdings Management
Management criteria checks 3/4
National Vision Holdings' CEO is Alex Wilkes, appointed in Aug 2025, has a tenure of less than a year. total yearly compensation is $2.47M, comprised of 7.9% salary and 92.1% bonuses, including company stock and options. directly owns 0.021% of the company’s shares, worth $386.71K. The average tenure of the management team and the board of directors is 4.1 years and 5.3 years respectively.
Key information
Alex Wilkes
Chief executive officer
US$2.5m
Total compensation
| CEO salary percentage | 7.95% |
| CEO tenure | less than a year |
| CEO ownership | 0.02% |
| Management average tenure | 4.1yrs |
| Board average tenure | 5.3yrs |
Recent management updates
Recent updates
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.
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).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).National Vision Holdings: Growth Outlook Got Better
Mar 31EYE: 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).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.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.
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.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).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).National Vision Holdings (NASDAQ:EYE) Seems To Use Debt Quite Sensibly
Jan 04
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.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).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.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.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.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.Is There Now An Opportunity In National Vision Holdings, Inc. (NASDAQ:EYE)?
Jul 29National Vision Holdings (NASDAQ:EYE) Could Be Struggling To Allocate Capital
Jul 02Is National Vision Holdings (NASDAQ:EYE) A Risky Investment?
Jun 17Is National Vision Holdings, Inc. (NASDAQ:EYE) Worth US$20.0 Based On Its Intrinsic Value?
May 30Digital 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.Revenues Tell The Story For National Vision Holdings, Inc. (NASDAQ:EYE) As Its Stock Soars 38%
May 08Is There Now An Opportunity In National Vision Holdings, Inc. (NASDAQ:EYE)?
Apr 22National Vision Holdings (NASDAQ:EYE) Will Be Looking To Turn Around Its Returns
Mar 20Here's Why National Vision Holdings (NASDAQ:EYE) Has A Meaningful Debt Burden
Feb 15National Vision Holdings (NASDAQ:EYE) Is Finding It Tricky To Allocate Its Capital
Dec 18Pinning Down National Vision Holdings, Inc.'s (NASDAQ:EYE) P/S Is Difficult Right Now
Nov 26Why National Vision Holdings, Inc. (NASDAQ:EYE) Could Be Worth Watching
Nov 02Some Confidence Is Lacking In National Vision Holdings, Inc.'s (NASDAQ:EYE) P/S
Aug 09Is National Vision Holdings (NASDAQ:EYE) Using Too Much Debt?
Jul 18National Vision Holdings: Strong Catalyst To Help Business Achieve High End Of Guidance
May 31Is It Time To Consider Buying National Vision Holdings, Inc. (NASDAQ:EYE)?
May 24Here's Why National Vision Holdings (NASDAQ:EYE) Has A Meaningful Debt Burden
Apr 11National Vision Holdings (NASDAQ:EYE) Might Be Having Difficulty Using Its Capital Effectively
Mar 20National Vision Holdings: Rating Upgrade As I Believe FY24/25 Guide Is Achievable
Mar 19National Vision Holdings: Wait For The Right Opportunity
Mar 04CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Jan 03 2026 | n/a | n/a | 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$27m |
Compensation vs Market: Alex's total compensation ($USD2.47M) is below average for companies of similar size in the US market ($USD5.47M).
Compensation vs Earnings: Insufficient data to compare Alex's compensation with company performance.
CEO
Alex Wilkes (45 yo)
less than a year
Tenure
US$2,467,466
Compensation
Mr. Alex Wilkes 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, 2025. Mr. Wilkes served as P...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Executive Chairman of the Board | 12.2yrs | US$5.05m | 1.33% $ 24.8m | |
| CEO & Director | less than a year | US$2.47m | 0.021% $ 386.7k | |
| Senior VP & President of America’s Best | 1.8yrs | US$1.41m | 0.022% $ 420.0k | |
| Chief Financial Officer | 1.2yrs | no data | 0.021% $ 385.6k | |
| Chief Technology Officer | less than a year | no data | no data | |
| Vice President of Investor Relations | no data | no data | no data | |
| Senior VP | 7.3yrs | US$1.70m | 0.097% $ 1.8m | |
| Senior VP and Chief Brand & Marketing Officer | 4.1yrs | US$1.02m | 0.058% $ 1.1m | |
| Senior VP & Chief People Officer | 6.9yrs | US$1.63m | 0.088% $ 1.7m | |
| Senior VP of Talent | 8.8yrs | no data | no data | |
| Senior Vice President of Real Estate | 8.8yrs | no data | no data | |
| Senior VP and Chief Manufacturing & Distribution Officer | 8.3yrs | no data | 0.0070% $ 131.8k |
4.1yrs
Average Tenure
50yo
Average Age
Experienced Management: EYE's management team is considered experienced (4.1 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Executive Chairman of the Board | 12.2yrs | US$5.05m | 1.33% $ 24.8m | |
| CEO & Director | less than a year | US$2.47m | 0.021% $ 386.7k | |
| Lead Independent Director | 12.2yrs | US$80.00k | 0.32% $ 5.9m | |
| Independent Director | 5.3yrs | US$250.01k | 0.049% $ 918.7k | |
| Independent Director | 8.3yrs | US$265.01k | 0.046% $ 862.4k | |
| Independent Director | 1.8yrs | US$182.78k | 0.014% $ 259.2k | |
| Independent Director | 1.2yrs | no data | 0.0042% $ 78.4k | |
| Independent Director | 1.2yrs | no data | 0.0042% $ 78.4k | |
| Independent Director | 5.7yrs | US$250.01k | 0.042% $ 792.1k | |
| Independent Director | 5.6yrs | US$250.01k | 0.046% $ 854.8k | |
| Independent Director | 2.3yrs | US$263.80k | 0.016% $ 298.1k |
5.3yrs
Average Tenure
61yo
Average Age
Experienced Board: EYE's board of directors are considered experienced (5.3 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/03 15:34 |
| End of Day Share Price | 2026/05/01 00:00 |
| Earnings | 2026/01/03 |
| Annual Earnings | 2026/01/03 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
National Vision Holdings, Inc. is covered by 13 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Adrienne Yih-Tennant | Barclays |
| Alexander Maroccia | Berenberg |
| Robert Ohmes | BofA Global Research |