National Vision Holdings, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report2 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
National Vision Holdings, Inc.
16.51
−11.56%
vs ±13.1% implied · ×0.88
shaded = implied · ▲▼ = realized
National Vision has 8 disclosed suppliers and 3 disclosed customers in SEC filings.
SentenceDuring fiscal year 2025, approximately 86% of lens expenditures were from this vendor and approximately 96% of contact lens expenditures were with three vendors.
basisEYE FY2025 revenue $2.0B
EYE 10-Kaccession 0001628280-26-014379
SentenceWe have transitioned the contact lens fulfillment and distribution previously handled by AC Lens to a third-party vendor.
EYE 10-Kaccession 0001710155-25-000011
SentenceUnder our agreement with Essilor, Essilor has the sole and exclusive right to supply certain eyeglass lenses to us.
EYE 10-Kaccession 0001710155-25-000011
SentenceUnder our agreement with EssilorLuxottica, EssilorLuxottica has the sole and exclusive right to supply certain eyeglass lenses to us.
EYE 10-Kaccession 0001628280-26-014379
SentenceWe also lease our Vista Optical locations inside Fred Meyer stores.
EYE 10-Kaccession 0001710155-25-000011
SentenceA dedicated e-commerce website that was previously managed by AC Lens was transitioned to NVI.
EYE 10-Kaccession 0001710155-25-000011
SentenceDuring fiscal year 2024, approximately 82% of lens expenditures were from this vendor and approximately 94% of contact lens expenditures were with three vendors.
EYE 10-Kaccession 0001710155-25-000011
SentenceAdditionally, the agreements governing our provision of contact lens distribution and related services to Walmart and Sam's Club terminated during the second quarter of 2024 and the Company has wound down substantially all of its AC Lens operations, including the closure of its Ohio distribution center, which largely supported the wholesale distribution and e-commerce contact lens services that we provided to Walmart and Sam's Club.
SentenceWe operate under one reportable segment, our Owned & Host segment, which includes our two owned brands, America's Best Contacts and Eyeglasses ("America's Best") and Eyeglass World, as well as our Host brands, Vista Optical locations within select Fred Meyer stores and Vista Optical locations on select military bases.
EYE 10-Kaccession 0001628280-26-014379
SentenceAdditionally, the agreements governing our provision of contact lens distribution and related services to Walmart and Sam's Club terminated during the second quarter of 2024 and the Company has wound down substantially all of its AC Lens operations, including the closure of its Ohio distribution center, which largely supported the wholesale distribution and e-commerce contact lens services that we provided to Walmart and Sam's Club.
EYE 10-Kaccession 0001710155-25-000011
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Expected move
Inputs8Q avg ±9.8%·×1.12·fair
straddle ±14.5%
spot 16.59exp Nov 20ATM strike 17.5ATM straddle 2.83IV 84%