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Earnings Call Summary | National Vision(EYE.US) Q1 2024 Earnings Conference

Earnings Call Summary | National Vision(EYE.US) Q1 2024 Earnings Conference

業績電話會議摘要 | 國家願景 (EYE.US) 2024 年第一季度業績會議
富途資訊 ·  05/09 21:41  · 電話會議

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。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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