Customer BehaviorThe optical purchasing cycle remains disrupted, and EYE’s core uninsured customer remains pressured by the broader macro environment.
Financial PerformanceGross margin decreased primarily due to increased optometrist-related costs, which could pressure profitability.
Sales And RevenueThe pressure on uninsured customers is not only a traffic headwind but is also driving a lower penetration of add-on purchases, such as lens upgrades and ancillary exam purchases from these customers.