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年第三季度業績會交易報告摘要：
Financial Performance:
財務表現：
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報告稱，2024年第三季度營業收入增長2.9%，達到45150萬美元，受強勁的管理護理業務表現推動，調整後的營業收入增長22.2%，達到1430萬美元。
調整後的每股稀釋收益爲0.12美元，反映出約18.9%的有效稅率。
截至目前的淨營業收入增長約爲3.8%，受新店開業和調整後的可比店鋪銷售增長的推動。
Business Progress:
業務進展：
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.
宣佈將於2026年通過關閉39家門店來優化盈利能力，預計調整後的EBITDA將增加400萬美元。
計劃在2025年開設30-35家新的America's Best門店，重點放在開展遠程技術的州。
推出了包括Florence by Mills眼鏡系列和與Pair Eyewear在America's Best的獨家合作在內的新促銷活動和產品推出。
在超過730個地點啓用了遠程檢查能力的持續擴展；遠程檢查佔遠程啓用州檢查的約11%。
Opportunities:
機會：
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.
通過2025年下半年推出的新CRM平台來加強數字營銷工作，以通過個性化消息推動客戶參與度和留存率。
繼續投資於商品陳列能力，以提供區域相關產品和定價。
Risks:
風險：
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.
預計在2026財政年度結束時由於商店關閉而面臨1300萬至1600萬美元的營業收入壓力，其中大部分影響預計發生在2025財政年度。
在discountcontacts.com網站過渡期間，面臨電子商務表現方面的挑戰。
Tips: 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：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
