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What To Expect From National Vision's (EYE) Q2 Earnings


Adam Hejl /
2024/08/06 3:15 am EDT

Optical retailer National Vision (NYSE:EYE) will be reporting earnings tomorrow morning. Here's what to look for.

National Vision missed analysts' revenue expectations by 1.8% last quarter, reporting revenues of $542.5 million, up 4.2% year on year. It was a slower quarter for the company, with underwhelming earnings guidance for the full year and a miss of analysts' gross margin estimates.

Is National Vision a buy or sell going into earnings? Read our full analysis here, it's free.

This quarter, analysts are expecting National Vision's revenue to decline 14.1% year on year to $451.4 million, a reversal from the 3.1% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.09 per share.

National Vision Total Revenue

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 five times over the last two years.

Looking at National Vision's peers in the consumer retail segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Tractor Supply delivered year-on-year revenue growth of 1.5%, meeting analysts' expectations, and Sprouts reported revenues up 11.9%, topping estimates by 3.2%. Tractor Supply's stock price was unchanged after the results, while Sprouts was up 13.2%.

Read our full analysis of Tractor Supply's results here and Sprouts's results here.

Inflation fears have put pressure on growth stocks, and while some of the consumer retail stocks have fared somewhat better, they have not been spared, with share prices down 3.1% on average over the last month. National Vision is up 6.8% during the same time and is heading into earnings with an average analyst price target of $19.9 (compared to the current share price of $13.66).

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