National Vision Holdings Inc 2026年季度报告

FORM10-Q ☒QUARTERLY REPORT PURSUANT TO SECTION13 OR 15(d)OF THE SECURITIES EXCHANGE ACT For the quarterly period ended July 4, 2026OR ☐TRANSITION REPORT PURSUANT TO SECTION13 OR 15(d)OF THE SECURITIES EXCHANGE ACTOF 1934For the transition period fromtoCommission file number 001-38257 National Vision Holdings, Inc.(Exact name of registrant as specified in its charter) (770)822‑3600(Registrant’s telephone number, including area code) 2435 Commerce Ave Building 2200 Duluth, Georgia 30096(Former name, former address and former fiscal year, if changed since last report) Common Stock, par value $0.01 per share Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15 (d) of the Securities Exchange Actof 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has beensubject to such filing requirements for the past 90 days.Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule405 of Regulation S-T during the preceding 12 months (or for such shorter period that the registrant was required to submit suchfiles).Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reportingcompany, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and“emerging growth company” in Rule 12b-2 of the Exchange Act. If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying withany new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate the number of shares outstanding of each of the issuer’s classes of common stock, as of the latest practicable date. Outstanding at July 31, 2026 Common stock, $0.01 par value NATIONAL VISION HOLDINGS, INC. AND SUBSIDIARIES Table of Contents SPECIAL NOTE REGARDING FORWARD-LOOKING STATEMENTS3PART I – FINANCIAL INFORMATION5Item 1.Financial Statements (Unaudited)5Condensed Consolidated Balance Sheets5Condensed Consolidated Statements of Operations and Comprehensive Income6Condensed Consolidated Statements of Stockholders’ Equity7Condensed Consolidated Statements of Cash Flows8Notes to Condensed Consolidated Financial Statements9Item 2.Management’s Discussion and Analysis of Financial Condition and Results of Operations21Item 3.Quantitative and Qualitative Disclosures About Market Risk35Item 4.Controls and Procedures35PART II – OTHER INFORMATION37Item 1.Legal Proceedings37Item 1A.Risk Factors37Item 2.Unregistered Sales of Equity Securities and Use of Proceeds37Item 3.Defaults Upon Senior Securities37Item 4.Mine Safety Disclosures37Item 5.Other Information37Item 6.Exhibits38Signatures39 SPECIAL NOTE REGARDING FORWARD-LOOKING STATEMENTS This Quarterly Report on Form 10-Q (this “Form 10-Q”) contains “forward-looking statements” within the meaning ofSection 27A of the Securities Act of 1933, as amended (the “Securities Act”), and Section 21E of the Securities ExchangeAct of 1934, as amended (the “Exchange Act”), which are subject to the “safe harbor” created by those sections. Allstatements, other than statements of historical facts included in this Form 10-Q, including statements concerning ourplans, objectives, goals, beliefs, business strategies, future events, business conditions, results of operations, financialposition, business outlook, business trends and other information, may be forward-looking statements. Words such as “believes,” “expects,” “may,” “will,” “should,” “could,” “seeks,” “intends,” “plans,” “estimates,” “anticipates,”or variations of such words or similar expressions are intended to identify forward-looking statements. The forward-lookingstatements are not historical facts or guarantees of future performance and are based upon our current expectations,beliefs, estimates and projections, and various assumptions, many of which, by their nature, are inherently uncertain andbeyond our control. Our expectations, beliefs, and projections are expressed in good faith and we believe there is areasonable basis for them. However, there can be no assurance that management’s expectations, beliefs and projectionswill result or be achieved and actual results may vary materially from what is expressed in or indicated by the forward-looking statements. There are a number of risks, uncertainties and other important factors, many of which are beyond our control, that couldcause our actual results to differ materially from the forward-looking statements contained in this Form 10-Q. Such risks,uncertainties and other important factors that could cause actual results to differ include, among others, the risks,uncertainties and factors set forth in Part I, Item 1A - “Risk F