National Vision Holdings reduced its fiscal 2026 revenue and comparable store sales guidance on November 12, 2026, even as the company posted a significant year-over-year increase in third-quarter net income.
The 8-K lowers the fiscal 2026 outlook as of November 12, 2026: comparable store sales growth is cut to 2.0%-3.0% from 3.0%-5.0%, net revenue to $2.019-$2.038 billion from $2.037-$2.076 billion, and adjusted operating income to $119-$131 million from $119-$139 million. The adjusted diluted EPS floor actually rises to $0.95-$1.03 from $0.94-$1.09 and Q3 results are much stronger year-over-year (net income $19,188 thousand vs $3,372 thousand), which softens but does not offset the negative revenue and comps signal.
National Vision Holdings lowered its fiscal 2026 guidance on November 12, 2026, citing softer comparable store sales growth. The company now expects comps growth of 2.0%-3.0%, down from its previous 3.0%-5.0% range, and reduced its net revenue outlook to $2.019-$2.038 billion. Despite the lowered full-year forecast, the company reported strong Q3 results, with net income rising to $19,188 thousand from $3,372 thousand a year earlier.
The company cut its full-year fiscal 2026 outlook on November 12, 2026: comparable store sales growth is now expected at 2.0%-3.0% instead of 3.0%-5.0%, and net revenue at $2.019-$2.038 billion instead of $2.037-$2.076 billion.
Yes. Q3 net income was $19.2 million versus $3.4 million a year earlier, adjusted diluted EPS was $0.30 versus $0.13, and the full-year adjusted diluted EPS range now starts at $0.95 instead of $0.94.