National Vision Holdings, Inc.

Filing receipts

“As a percentage of net revenue, costs applicable to revenue increased 10 basis points and were primarily driven by lower eyeglass margin of 60 basis points impacted by product mix, partially offset by successful pricing initiatives, leveraging of optometrist-related costs of 30 basis points and higher exam revenue of 20 basis points.”

“Costs of products as a percentage of net product sales increased 60 basis points, primarily driven by lower eyeglass margin impacted by product mix, partially offset by successful pricing initiatives.”

“25 Table of Contents Three Months Ended (in thousands) April 4, 2026 March 29, 2025 $ Change % Change Total net revenue $ 543,880 $ 510,324 $ 33,556 6.6 % Net product sales $ 439,500 $ 412,765 $ 26,735 6.5 % As a percentage of total net revenue 80.8 % 80.9 % Net sales of services and plans $ 104,380 $ 97,559 $ 6,821 7.0 % As a percentage of total net revenue 19.2 % 19.1 % Net product sales increased $26.7 million, or 6.5%, in the three months ended April 4, 2026 compared to the three months ended March 29, 2025, primarily due to pricing and product mix initiatives in eyeglass sales of $20.4 million and contact lens sales of $7.0 million.”