Gross Margin PressureGross margin was negative, meaningfully impacted by tariffs, disrupting five positive quarters of expansion.
Revenue OutlookRevenue estimates for 2025 and 2026 are lowered due to an uncertain outlook for uptake by a major optical retailer in the near-term.
Strategic UncertaintyThe company removed references to a near-term expectation for onboarding with a major optical group or chain, reflecting a shift in strategy.