Optical retailer National Vision (NASDAQ: EYE) will be announcing earnings results this Wednesday before the bell. Here’s what investors should know.
National Vision beat analysts’ revenue expectations last quarter, reporting revenues of $503.4 million, up 15.1% year on year. It was an exceptional quarter for the company, with a beat of analysts’ EPS and EBITDA estimates.
Is National Vision a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, the market is expecting National Vision’s revenue to grow 6.8% year on year, improving from the 5.7% increase it recorded in the same quarter last year.
The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. National Vision has missed Wall Street’s revenue estimates multiple times over the last two years.
Looking at National Vision’s peers in the consumer retail segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Tractor Supply delivered year-on-year revenue growth of 3.6%, missing analysts’ expectations by 1.1%, and CarMax reported flat revenue, topping estimates by 3.9%. Tractor Supply traded down 13.1% following the results while CarMax was also down 17.5%.
Read our full analysis of Tractor Supply’s results here and CarMax’s results here.
AI fears in late 2025 triggered a rotation into safer assets, but the US-Iran conflict in spring 2026 shifted anxiety from disruption to geopolitical risk. While some of the consumer retail stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.4% on average over the last month. National Vision is down 12.4% during the same time and is heading into earnings with an average analyst price target of $35.27 (compared to the current share price of $21.80).
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