Kits Eyecare Ltd (OTCPK:KTYCF)

Q4 2025 Kits Eyecare Ltd Earnings Call Transcript

Mar 4, 2026 / 09:30 PM GMT

Release Date Price: $13.23 (+5.84%)

Transcript

Key Points

Positve

Revenue increased 20% year over year to a record $53.9 million in Q4.
The company delivered $2.8 million of adjusted EBITDA in Q4, marking the 13th consecutive quarter of positive adjusted EBITDA.
Glasses revenue grew 32.7% year over year, with units increasing by 42%.
Repeat customers accounted for approximately 66% of Q4 total revenue, up from 62% in Q3.
AI glasses have shown promising growth, with over 75% of orders including a prescription lens and an average order value over three times that of regular glasses.

Negative

Gross margin was affected by the timing of supplier rebates, although underlying margin performance remained stable.
Marketing expenses increased to 16.3% of revenue in Q4, indicating higher costs to acquire new customers.
New contacts revenue moderated sequentially, suggesting potential challenges in acquiring new contact lens customers.
The retail expansion strategy, while promising, could potentially dilute overall margins if not managed carefully.
There is a risk of over-reliance on repeat customers, which could impact growth if new customer acquisition slows.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

KITS.TO - Kits Eyecare Ltd
Q4 2025 Kits Eyecare Ltd Earnings Call
Mar 04, 2026 / 09:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to the Caves Eye Care 4th quarter 2025 financial results conference call.

This call is being recorded and available later today for replay. Your hosts today are Roger Hardy, Chief Executive Officer, Joseph Thompson, Chief Operating Officer, and ZQ, Chief Financial Officer.

Before we begin, I'm required to provide the following statement respecting forward-looking information which is made on behalf of Keith and all of its representatives on this call. Certain statements made on this call will contain forward-looking information.

These forward-looking statements generally can be identified by the use of words such as intend, believe, could, expect, estimate, forecast, may, would, and other

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