Mar 31, 2026, 6:41 AM ETNational Vision Holdings, Inc. (EYE) StockMay Investing Ideas847 FollowersCommentsSummaryNational Vision Holdings is no longer a turnaround story—FY2025 results show robust growth, margin expansion, and improved customer mix.Managed care now drives 42% of revenue, with higher-value cohorts and premiumization strategies fueling sustainable, higher-margin growth.Premiumization extends beyond frames to lenses, targeting higher ticket sizes and margins through new products and increased premium lens penetration.EYE’s remote hybrid exam model addresses exam capacity constraints, unlocking further growth potential; shares trade at the low end of their historical valuation range.DuxX/iStock via Getty ImagesInvestment overviewI wrote about National Vision Holdings, Inc. (EYE) previously with a buy rating as the turnaround story progressed in the right direction, and I expected further upside given the growth catalysts in placeThis article was written byMay Investing Ideas847 FollowersI am an individual investor that is now fully focus on managing my own capital that I have saved up over the years. My investing background spreads across a wide spectrum as I believe there are merits to each approach, for instance: Fundamental investing [Bottoms-up etc.], Technical investing [historical charts analysis], and to some extend momentum investing [share price reaction post earnings etc.]. Over the years, I have used the positive aspects of each approach to hone my investing process. The reason to write on SeekingAlpha is to use this platform as a tracker for my investing ideas performance, and also to connect with like-minded investors that have the same investing interest.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Comments