National Vision stock could rise as much as 300% due to the following factors:
1.- During COVID, people who had insurance renewed their glasses, and now the new renewal cycle is beginning. It has been confirmed that this renewal is starting in the third quarter of 2024 and will increase starting in 2025. All this is thanks to the fact that this expense is reflected on credit cards, an estimated increase of $32 million.
2.- The amount people have to spend on renewing their glasses thanks to their insurance policy is approximately $155, whereas until now, these people only spent an average of $90. Therefore, salespeople at stores that sell this product advise these customers that they can increase their purchase to $155, which is estimated to increase the company's revenue by $90 million.
3.- With the company's new management, production costs are expected to be reduced by $40 million.
4.- Therefore, it is estimated that EBITDA will increase from $193 million to $354 million.
5.- It is estimated that the shares will go from $18 to $55-$60, as a result of the levers reflected in the previous points: 1 ($34), 2 ($49) and 3 ($55).
Finally, it's worth noting that these estimates are being fulfilled for the stock, as its price has risen from $10 to $21 since April 2025.
1.- During COVID, people who had insurance renewed their glasses, and now the new renewal cycle is beginning. It has been confirmed that this renewal is starting in the third quarter of 2024 and will increase starting in 2025. All this is thanks to the fact that this expense is reflected on credit cards, an estimated increase of $32 million.
2.- The amount people have to spend on renewing their glasses thanks to their insurance policy is approximately $155, whereas until now, these people only spent an average of $90. Therefore, salespeople at stores that sell this product advise these customers that they can increase their purchase to $155, which is estimated to increase the company's revenue by $90 million.
3.- With the company's new management, production costs are expected to be reduced by $40 million.
4.- Therefore, it is estimated that EBITDA will increase from $193 million to $354 million.
5.- It is estimated that the shares will go from $18 to $55-$60, as a result of the levers reflected in the previous points: 1 ($34), 2 ($49) and 3 ($55).
Finally, it's worth noting that these estimates are being fulfilled for the stock, as its price has risen from $10 to $21 since April 2025.