EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

National Vision Holdings (EYE)

Consumer Discretionary

Quo Vadis Capital

$1bn retailer of non-discretionary product trading at lowest-ever price and multiple. John Zolidis sees comps improving as 1) replacement cycle revs up, 2) remote medicine initiative adds capacity and 3) maturation from recent store openings. Based on his estimates, investors are getting the unit growth for free. Assuming modest comp recovery and MSD EBIT (consistent with low end of guidance) an 8x EV/EBITDA results in a ~40% return vs. 14% downside over the next 12 months. Over 3 years, John estimates a ~90% return. However, if the multiple even modestly re-rates (e.g. to 10x vs. historical average of 16x) a 3-year return could be >140%.

Edition: 189

- 28 June, 2024


National Vision (EYE)

Consumer Discretionary

Two Rivers Analytics

New short idea generated from Eric Fernandez’s ‘Declining Business Model’ - key takeaways from his 25-page report include: 1) Sales have fallen for four quarters. 2) Gross and EBITDA margins have contracted to pre-pandemic levels and Eric expects margin problems to intensify. 3) Remote optometry and automated vision checking are devaluing EYE’s optometry services. 4) The company is plagued by customer complaints. 5) Management’s acquisition and expansion strategies are constrained by debt levels. 6) Multiples are historically high and ignore deteriorating fundamentals.

Edition: 151

- 06 January, 2023


National Vision (EYE)

Consumer Discretionary

Quo Vadis Capital

Opportunity to buy a hardline growth retailer with perhaps the best combination of unit growth, unit level ROIC and economically defensive model in the market - John Zolidis believes the Street is underappreciating the company's ability to benefit from trade-down, the stickiness of higher ticket (which has a margin benefit), as well as conservative guidance (EYE has beaten analyst estimates for 10 consecutive quarters). He also sees some optionality for remote testing to structurally reduce operating costs. 60% upside.

Edition: 134

- 29 April, 2022