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