National Vision Aims for Annual Net Revenue Growth in the High Single Digits Over the Next Five Years
Fiscal Outlook: National Vision Holdings (EYE) has reaffirmed its fiscal 2025 outlook, expecting annual net revenue growth in the high-single-digits and an adjusted operating margin expansion of 50 to 150 basis points through fiscal 2030.
Capital Allocation Strategy: The company plans to maintain a disciplined capital allocation strategy, with capital expenditures projected to be around 4-5% of annual revenue until 2030.
Store Expansion Plans: National Vision aims to open approximately 30 new stores per year between 2026 and 2027, and plans to accelerate this to about 60 stores per year from 2028 to 2030.
Cost Structure Review: A multi-year plan has been identified to achieve approximately $20 million in annualized savings, with about half expected to be realized in fiscal 2026.
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Daily Upgrade Report for Validea Kenneth Fisher Strategy - December 12, 2025
Validea's Upgrades: Validea's Price/Sales Investor model, based on Kenneth Fisher's strategy, has upgraded several stocks, indicating improved ratings due to strong fundamentals and valuations.
NACCO Industries: The rating for NACCO Industries Inc. increased from 48% to 70%, reflecting its position as a small-cap value stock in the Coal industry with solid fundamentals.
Primoris Services Corp: Primoris Services Corp's rating rose from 60% to 80%, highlighting its growth potential in the Construction Services industry, driven by its critical infrastructure services.
OraSure Technologies: OraSure Technologies Inc. saw its rating improve from 58% to 70%, showcasing its growth in the Biotechnology & Drugs sector through innovative health diagnostics solutions.
10 Retail Stocks to Keep an Eye On as the Holiday Season Kicks Off
Retail Spending Trends: As Thanksgiving approaches, consumer spending has increased, with a 2.4% rise in total card spending per household in October, driven largely by inflation rather than increased demand, as retail transaction volumes have been declining.
Income Disparity in Spending: Spending growth is uneven, with higher-income households seeing a 2.7% increase in spending, while lower-income households only managed 0.7% growth, highlighting a K-shaped economy where wealth effects benefit the affluent.
AI in Retail: This holiday season marks a significant rise in the use of artificial intelligence in shopping, with tools like Amazon's AI assistant and ChatGPT driving increased referrals to retail websites, indicating a growing trend among consumers.
Retail Stock Performance: The retail sector has seen varied stock performance, with top performers like ThredUp and National Vision Holdings thriving, while companies like Deckers Outdoor and Bath & Body Works struggle due to changing consumer preferences and economic pressures.
