Earnings Call Summary | National Vision(EYE.US) Q4 2023 Earnings Conference
Earnings Call Summary | National Vision(EYE.US) Q4 2023 Earnings Conference
The following is a summary of the National Vision Holdings, Inc. (EYE) Q4 2023 Earnings Call Transcript:
以下是国家视觉控股公司（EYE）2023年第四季度财报电话会议记录摘要：
Financial Performance:
财务业绩：
National Vision reported an 8% increase in Q4 net revenue, with a 5.7% growth in comparable store sales.
For FY 2023, net revenue grew by 6% with almost 3% growth in comparable store sales, leading to adjusted earnings per share of $0.64.
The managed care business comprised about 35% of total revenues, increasing around 250 basis points.
Implementation of pricing and cost savings initiatives resulted in estimated $10 million annual cost savings for FY 2024.
Q4 saw an opening of 17 new stores, bringing the total to 1,413 stores.
The adjusted operating income for the fiscal year 2023 was $0.3 million; a considerable improvement from the previous year's operating loss of $6.8 million, which led to an increase in adjusted operating margin to 0.1%.
National Vision报告称，第四季度净收入增长了8％，同类门店销售额增长了5.7％。
2023财年，净收入增长了6％，同类门店销售额增长了近3％，调整后的每股收益为0.64美元。
管理式医疗业务约占总收入的35％，增长了约250个基点。
据估计，定价和成本节约计划的实施使2024财年每年节省1000万美元的成本。
第四季度开设了17家新门店，使门店总数达到1,413家。
2023财年调整后的营业收入为30万美元；与上一年的680万美元营业亏损相比有了相当大的改善，这使调整后的营业利润率提高至0.1％。
Business Progress:
业务进展：
A significant focus in 2023 was placed on maintaining American's Best franchise's health and on improving optometrists' retention.
The company expanded its remote capabilities into more than 200 additional America's Best locations and implemented further digital health records.
To increase efficiency and productivity, 70 new stores were opened with plans to open 65 to 70 new stores in 2024, mainly under the America's Best brand.
As part of the company's strategic growth effort, some Eyeglass World operations were transitioned to America's Best stores.
For 2024, the company plans to balance managed care and cash-pay customers, expand remote capabilities and digitization efforts, invest in AI technologies, and phase out AC Lens operations by June 30th.
Projections for 2024 include a net revenue between $1.965 billion and $2.005 billion, and adjusted earnings per share between $0.50 and $0.65.
A mid-single-digit adjusted operating margin is targeted for 2025.
2023年的重点是保持美国最佳特许经营权的健康状况和提高验光师的留存率。
该公司将其远程能力扩展到另外200多个美国最佳地点，并实施了更多的数字健康记录。
为了提高效率和生产力，开设了70家新门店，并计划在2024年开设65至70家新门店，主要以美国最佳品牌开业。
作为公司战略增长计划的一部分，Eyeglass World的部分业务已过渡到美国最佳门店。
2024年，该公司计划在管理式医疗和现金支付客户之间取得平衡，扩大远程能力和数字化工作，投资人工智能技术，并在6月30日之前逐步停止AC Lens的运营。
2024年的预测包括净收入在19.65亿美元至20.05亿美元之间，调整后的每股收益在0.50美元至0.65美元之间。
2025年调整后的营业利润率目标为中等个位数。
More details: National Vision IR
更多详情： 国家愿景 IR
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