National Vision Holdings Inc at Morgan Stanley Global Consumer & Retail Conference (Virtual) Transcript
Good morning, everyone. And welcome to day 2 of our virtual Global Retail and Consumer Conference. Hope everyone is good. I'm Simeon Gutman, Morgan Stanley's Hardline, Broadline and Food Retail Analyst and it is my pleasure to welcome back National Vision to this conference, represented by Reade Fahs, CEO and President; Patrick Moore, SVP and CFO; and David, who is off camera, David Mann, VP of IR.
My quick intro. Well, first, let me read the disclosure in an intro, and then I'll turn it to Reade for some opening remarks. First, for important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley's sales representative.
National Vision is an overweight weighted stock in our coverage. We like this business, we've liked it since they've come public. This defensive growing business. They've proven that
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