National Vision (EYE) revenue breakdown

Consumer Cyclical · Specialty Retail · Market cap $1.3B

By segment, Owned & Host is the largest at 81% of fiscal 2023 revenue, growing 10% a year over 7 years.

By product, Eyeglasses and sunglasses is the largest at 64% of fiscal 2025 revenue; Exams grew fastest, 13% a year over 3 years.

Revenue by segment

Fiscal years, as National Vision reports them in its 10-K filings; fiscal 2023 total $2.1B.

Segments20162017201820192020202120222023Share
Owned & Host$889M$1.0B$1.2B$1.3B$1.3B$1.7B$1.6B$1.7B 81%
Corporate/Other$169M$192M$212M$245M$234M$236M$243M$252M 12%
Legacy$152M$154M$154M$160M$142M$165M$152M$151M 7%

Revenue by product

Fiscal years, as National Vision reports them in its 10-K filings; fiscal 2025 total $2.0B.

Products2016201720182019202020212022202320242025Share
Eyeglasses and sunglasses——————$1.0B$1.1B$1.1B$1.3B 64%
Contact lenses——————$289M$301M$307M$324M 16%
Exams——————$177M$208M$234M$255M 13%
Product protection plans——————$75M$72M$73M$74M 4%
Eyecare clubs——————$52M$53M$54M$55M 3%
Accessories and other——————$5M$7M$10M$11M 1%
Products$981M$1.1B$1.3B$1.4B$1.4B$1.7B———— —
Services and plans$215M$246M$267M$298M$293M$361M———— —
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Questions

Where does National Vision make its money?

In fiscal 2023, by segment: Owned & Host $1.7B, Corporate/Other $252M, Legacy $151M.

From National Vision's annual reports filed with the SEC (XBRL data), standardised by Investingly. Information only, not investment advice.