National Vision (EYE) Reports Q4: Everything You Need To Know Ahead Of Earnings

Optical retailer National Vision (NYSE:EYE) will be announcing earnings results this Wednesday before market hours. Here’s what you need to know.

National Vision beat analysts’ revenue expectations last quarter, reporting revenues of $487.3 million, up 7.9% year on year. It was a mixed quarter for the company, with a solid beat of analysts’ revenue estimates but full-year EPS guidance missing analysts’ expectations.

This quarter, the market is expecting National Vision’s revenue to grow 13.4% year on year, improving from the 3.9% increase it recorded in the same quarter last year.

Analysts covering the company have generally 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 Q4 results, giving us a hint as to what we can expect. Tractor Supply delivered year-on-year revenue growth of 3.3%, missing analysts’ expectations by 2.4%, and Leslie's reported a revenue decline of 16%, falling short of estimates by 6.9%. Tractor Supply traded down 7.7% following the results while Leslie's was also down 17%.

Debates around the economy’s health and the impact of potential tariffs and corporate tax cuts have caused much uncertainty in 2025. While some of the consumer retail stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.8% on average over the last month. National Vision’s stock price was unchanged during the same time and is heading into earnings with an average analyst price target of $33.36 (compared to the current share price of $26.97).

When a company has more cash than it knows what to do with, buying back its own shares can make a lot of sense–as long as the price is right. Luckily, we’ve found one, a low-priced stock that is gushing free cash flow AND buying back shares.