Bristlemoon Capital published on National Vision Holdings (NASDAQ: EYE — $1.62 billion), an eye care and glasses retailer. Bristlemoon highlighted that the company recently lost a large contract with Walmart that expires in February 2024, faces weakening demand from its low-income customer base, and will be hurt by an optometrist shortage and rising labor rates.
More ... latest change: 2026-02-08
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