National Vision (EYE) set to report earnings May 15 as investors watch revenue growth

National Vision (NASDAQ:EYE) is scheduled to report quarterly earnings before the market opens on May 15, 2026, with analysts expecting revenue to rise 6.8% from a year earlier. The optical retailer posted revenue of $503.4 million in the prior quarter, up 15.1% year over year, beating Wall Street estimates for revenue, EPS and EBITDA. Analysts have largely maintained their forecasts over the past 30 days, though National Vision has missed revenue estimates several times over the past two years. Recent consumer retail earnings have been mixed. Tractor Supply reported 3.6% revenue growth but missed estimates by 1.1%, while CarMax posted flat revenue and beat expectations by 3.9%. Shares of Tractor Supply and CarMax fell 13.1% and 17.5%, respectively, after results. National Vision shares are down 12.4% over the past month, compared with a 3.4% average decline for consumer retail stocks, and recently traded at $21.80 versus an average analyst price target of $35.27.