National Vision (EYE) Q2 FY26 earnings call

National Vision's Q2 FY26 performance reflects a strategic pivot towards higher-value customers and premium product offerings, driving significant profitability gains despite traffic headwinds from a replatform and lower-value customer deferrals. The company is leveraging a modern e-commerce platform and store segmentation to enhance customer experience and product attachment, with increased marketing investments planned for the back half of the year to support continued growth.