Business Context and Reporting Period
Company: National Vision Holdings, Inc.
Filing Type: Form 8-K (Current Report)
Date of Report: December 13, 2025 (Event Date)
Reporting Period: Specific event date; not a periodic financial report.
Key Financial Metrics
This filing does not contain financial statements, revenue, profit, cash flow, margin, debt, or liquidity data. The document reports a corporate agreement rather than financial performance.
Material Changes
Item 1.01 - Entry into a Material Definitive Agreement:
- Parties: National Vision, Inc. (Subsidiary) and Essilor of America, Inc.
- Action: Execution of Amendment No. 3 to the Letter Agreement dated November 12, 2018.
- Key Terms:
- Extension of the initial term by two years, from May 31, 2026, to May 31, 2028.
- Updates to pricing terms (specific details excluded from the filing).
Guidance, Outlook, and Risks
Management Commentary: The filing states that the description of the Amendment is qualified in its entirety by reference to the full text of the Amendment filed as Exhibit 10.1.
Risks and Contingencies: No specific risks or contingencies are detailed in the text of this report. Certain identified information regarding pricing has been excluded pursuant to Regulation S-K Item 601(b)(10)(iv).
Investor Verification Checklist
- Review Exhibit 10.1 (Third Amendment to the Direct Lens Letter Agreement) for specific details on updated pricing terms.
- Verify the impact of the two-year extension on the company's long-term supply chain strategy with Essilor.
- Confirm if the excluded pricing information affects gross margin projections for future periods.