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National Vision Holdings, Inc. (EYE) Q3 2024 Earnings Call Transcript Summary

National Vision Holdings, Inc. (EYE) Q3 2024 Earnings Call Transcript Summary

National Vision Holdings, Inc. (EYE) 2024年第三季度業績會電話交流摘要
富途資訊 ·  02:15  · 電話會議

The following is a summary of the National Vision Holdings, Inc. (EYE) Q3 2024 Earnings Call Transcript:

以下是國家願景控股公司(EYE)2024年第三季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • 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年第三季度收入增長2.9%,達到4.515億美元,這得益於強勁的管理式醫療業績和調整後的營業收入增長22.2%,達到1,430萬美元。

  • 調整後的攤薄後每股收益爲0.12美元,反映出約18.9%的有效稅率。

  • 受新門店開業和調整後的可比門店銷售增長的推動,今年迄今爲止的淨收入增長了約3.8%。

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.

  • 宣佈到2026年關閉39家門店以優化盈利能力,預計調整後的息稅折舊攤銷前利潤將增加400萬美元。

  • 計劃在2025年開設30-35家新的美國最佳門店,重點關注支持遠程技術的州。

  • 推出了新的促銷活動和新品發佈會,包括Florence by Mills眼鏡系列以及與美國最佳Pair Eyewear的獨家合作。

  • 遠程考試功能的持續擴展,現已在730多個地點啓用;遠程考試約佔本季度遠程考試州考試的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.

  • 新的 cRM 平台將於 2025 年下半年上線,從而加強數字營銷工作,通過個性化消息提高客戶參與度和留存率。

  • 繼續投資銷售能力,提供與地區相關的產品和價格。

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.

  • 預計到2026財年底,關閉門店將帶來1300萬至1,600萬美元的收入逆流,其中大部分影響預計將在2025財年產生。

  • 面臨電子商務績效的挑戰,尤其是在discountcontacts.com網站的過渡期間。

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

溫馨提示:欲了解更多詳情,請參閱投資者關係網站。本文僅供投資者參考,沒有任何指導或建議建議。

譯文內容由第三人軟體翻譯。


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