News & Events zu National Vision Holdings Inc (EYE)EYENational Vision Holdings Inc

Dow Jones Index Dips Slightly as CPI Report Meets Expectations

The major averages finished mixed after the Dow reversed late in the day, with continued doubts over the U.S. and Iran arriving at a lasting resolution to the war anytime soon.Meanwhile, the CPI report came in exactly in line with expectations. Consumer prices rose 0.1% month over month and 3.4% year over year, down from 3.5% in June, while core CPI rose 0.2% monthly and 2.5% annually. The combination of softer employment and contained core inflation could strengthen the case for eventual easing. That said, inflation remains well above the Fed's 2% target, and rising oil prices could put renewed upward pressure on headline inflation in coming months.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:CoreWeaveprovided areport for Q2Super Microreportedand provided upbeat FY27 guidanceGoldman SachsNeos Investments for up to $2.25B in a cash and stock dealBrinkerreportedbut provided upbeat FY27 guidanceThe Intercept and the Freedom of the Press Foundation said they haveand his staff over Trump Media'splan to monetize the president's Truth Social posts2. WALL STREET CALLS:DaiwaMerckto Outperform on pipeline successGapto Hold at JefferiesOktato Outperform at CitizensBending Spoonsto Underperform at BofASimilarwebto Outperform at Northland on growing deal pipeline3. AROUND THE WEB:Canadian officials are considering a proposal that would have Ottawa accept U.S. auto tariffs in exchange for cutting levies for vehicles compliant with USMCA, Globe & Mail reportsApplehas hired American Airlinesexecutive Nate Gatten as its new head of government affairs, Bloomberg reportsNelson Peltz's Trian Fund Management preparing take-private bid for Wendy's, Financial Times reportsParamountmay move out of Hollywood as soon as October if it makes no progress toward settling the antitrust suit California and 11 other states brought to block its acquisition of Warner Bros. Discovery, WSJ saysGeneral Motorsis establishing a $4.5B supply chain financing program to pre-fund purchases of high-risk components and help suppliers maintain inventory, aiming to prevent future parts shortages and production disruptions, WSJ reports4. MOVERS:ERockgained afterand providing guidance for FY26H&R Blockadvanced afterand raising its quarterly dividend by 10%Nebiusand Quantinuumwas higher afterUnited States Antimonyfell afterand cutting its guidance for FY26Borr Drillingand National Visionwere lower after5. EARNINGS/GUIDANCE:Cava Groupreported upbeat Q2 results and reiterated its FY27 outlookPerformance Food Group, with CEO Scott McPherson commenting, "Our solid execution throughout the year produced a strong finish to fiscal 2026"Trimbleand raised its outlook for FY26Marex Group, with EPS and revenue beating consensusValens Semiconductor, provided guidance for Q3, and raised its outlook for FY26INDEXES:The Dow fell 21.58, or 0.04%, to 53,770.27, the Nasdaq gained 143.04, or 0.54%, to 26,588.49, and the S&P 500 advanced 20.30, or 0.26%, to 7,748.50.

Major U.S. Averages Edge Higher as CPI Report Meets Expectations

The major averages were fractionally higher near noon despite continued doubts over the U.S. and Iran arriving at a lasting resolution to the war anytime soon.Meanwhile, the CPI report came in exactly in line with expectations. Consumer prices rose 0.1% month over month and 3.4% year over year, down from 3.5% in June, while core CPI rose 0.2% monthly and 2.5% annually. The combination of softer employment and contained core inflation could strengthen the case for eventual easing. That said, inflation remains well above the Fed's 2% target, and rising oil prices could put renewed upward pressure on headline inflation in coming months.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:CoreWeaveprovided areport for Q2Super Microreportedand provided upbeat FY27 guidanceGoldman SachsNeos Investments for up to $2.25B in a cash and stock dealBrinkerreportedbut provided upbeat FY27 guidanceThe Intercept and the Freedom of the Press Foundation said they haveand his staff over Trump Media'splan to monetize the president's Truth Social posts2. WALL STREET CALLS:DaiwaMerckto Outperform on pipeline successGapto Hold at JefferiesOktato Outperform at CitizensBending Spoonsto Underperform at BofASimilarwebto Outperform at Northland on growing deal pipeline3. AROUND THE WEB:Nelson Peltz's Trian Fund Management preparing take-private bid for Wendy's (WEN), Financial Times reportsParamountmay move out of Hollywood as soon as October if it makes no progress toward settling the antitrust suit California and 11 other states brought to block its acquisition of Warner Bros. Discovery, WSJ saysGeneral Motorsis establishing a $4.5B supply chain financing program to pre-fund purchases of high-risk components and help suppliers maintain inventory, aiming to prevent future parts shortages and production disruptions, WSJ reportsA local media report claims that Singapore's Temasek plans to invest in Samsung Electronicsand SK Hynix, The Straits Times saysNew York City Council Speaker Julie Menin is investigating Polymarket, Kalshi, Coinbase, and Gemini Titan over alleged deceptive marketing and potential targeting of minors, including concerns about Polymarket advertisements depicting fake trades and promoting insider trading, WSJ reports4. MOVERS:ERockgains afterand providing guidance for FY26H&R Blockadvances afterand raising its quarterly dividend by 10%Nebiusand Quantinuumhigher afterUnited States Antimonyfalls afterand cutting its guidance for FY26Borr Drillingand National Visionlower after5. EARNINGS/GUIDANCE:Cava Group (CAVA) reportedand reiterated its FY27 outlookPerformance Food Group, with CEO Scott McPherson commenting, "Our solid execution throughout the year produced a strong finish to fiscal 2026"Trimbleand raised its outlook for FY26Marex Group, with EPS and revenue beating consensusValens Semiconductorprovided guidance for Q3, and raised its outlook for FY26INDEXES:Near midday, the Dow was up 20.80, or 0.04%, to 53,812.65, the Nasdaq was up 118.18, or 0.45%, to 26,563.63, and the S&P 500 was up 15.90, or 0.21%, to 7,744.10.

National Vision Reports Q2 Revenue of $498.8M, Below Consensus

Reports Q2 revenue $498.8M, consensus $499.07M. Reports Q3 comparable store sales growth 3.4% and Adjusted Comparable Store Sales Growth 2.2%. "The Q2 was an important step forward for National Vision," said Alex Wilkes, National Vision's CEO. "We delivered stronger profitability as higher-value transactions, managed care customers and ticket growth gained momentum. We remained disciplined in how we pursue growth, focusing on an intentional shift toward a healthier customer base, improving our product mix, enhancing the customer experience and maintaining cost discipline. We believe these actions are building a more durable business, and are more than offsetting deferred purchases among our least profitable, lower-value transactions. Importantly, completing the website replatform was a significant milestone, moving us to a unified commerce foundation that will enable us to connect the exam, prescription and retail journey at scale. Our confidence in the earnings power of the business continues to build, supported by new brand introductions, store segmentation and increased back-half marketing investment. With these initiatives gaining traction, we are raising our adjusted operating income guidance as we continue to drive profitable growth."