Earnings Call Summary | National Vision(EYE.US) Q1 2024 Earnings Conference
Earnings Call Summary | National Vision(EYE.US) Q1 2024 Earnings Conference
The following is a summary of the National Vision Holdings, Inc. (EYE) Q1 2024 Earnings Call Transcript:
以下是國家願景控股公司(EYE)2024年第一季度業績電話會議記錄摘要:
Financial Performance:
財務業績:
National Vision Holdings reported a Q1 net revenue increase of 4.2%, driven by its managed care business and America's Best growth, achieving relatively flat adjusted comparable store sales growth.
The company achieved an adjusted diluted earnings per share of $0.32, courtesy of disciplined expense management.
Its adjusted operating income reached $35.8 million, and adjusted operating margin improved slightly by 10 basis points to 6.6% due to effective cost management and pricing actions.
National Vision Holdings報告稱,受其管理式醫療業務和美國最佳增長的推動,第一季度淨收入增長了4.2%,調整後的可比門店銷售增長相對平緩。
得益於嚴格的費用管理,該公司調整後的攤薄後每股收益爲0.32美元。
由於有效的成本管理和定價措施,其調整後的營業收入達到3580萬美元,調整後的營業利潤率小幅提高了10個點子至6.6%。
Business Progress:
業務進展:
National Vision is in a mid-transformation phase, setting a foundation for future growth by maintaining customer focus and effective cost structure management.
The company aims to increase its remote-enabled stores to around 700 by year's end, with over 7% of total exams currently remote.
The company's market opportunity has increased by 350 additional locations based on thorough third-party real estate data analysis, indicating a potential future market of 2,500 stores, more than double the current number.
The company plans to implement patient access initiatives, new product introductions and continue rolling out remote capabilities for eye tests into Texas to benefit their revenue.
National Vision has expanded their doctor coverage by adding about 1,000 doctors and 120 stores over the past two years despite changes in doctor work patterns.
Remote doctor initiatives have shown promising results, with these doctors performing the same number of exams as in-person doctors.
National Vision處於轉型中期,通過保持以客戶爲中心和有效的成本結構管理,爲未來的增長奠定了基礎。
該公司的目標是到年底將其遠程門店增加到700家左右,目前遠程考試總數的7%以上。
根據全面的第三方房地產數據分析,該公司的市場機會增加了350個門店,這表明潛在的未來市場爲2,500家門店,是目前數量的兩倍多。
該公司計劃實施患者准入計劃,推出新產品,並繼續在德克薩斯州推出遠程眼科檢查功能,以增加收入。
儘管醫生的工作模式發生了變化,但National Vision在過去兩年中增加了約1,000名醫生和120家門店,從而擴大了醫生的覆蓋範圍。
遠程醫生計劃已顯示出令人鼓舞的結果,這些醫生進行的檢查次數與面對面醫生的檢查數量相同。
More details: National Vision IR
更多詳情: 國家願景 IR
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:欲了解更多詳情,請訪問投資者關係網站。本文僅供投資者參考,不構成任何投資建議。
譯文內容由第三人軟體翻譯。