KITS Issues First Quarter 2026 Guidance Reflecting Category-Leading Organic Growth of over 25% and Glasses growth exceeding 50%

Executive Summary

• Kits Eyecare Ltd. provided Q1 2026 revenue guidance of $58‑$60 million, reflecting 25%–29% organic growth and a >50% YoY increase in glasses revenue (>$10 million).
• Adjusted EBITDA margin is projected at 4%–6%, indicating continued profitability as the company scales.
• The firm highlighted strong balance sheet flexibility, including an expanded $15 million credit facility to support strategic marketing investments.

Key Details

• Revenue Guidance: $58 M – $60 M for Q1 2026 (three months ending March 31, 2026).
• Organic Growth: Expected 25%–29% year‑over‑year increase.
• Glasses Revenue: Projected to exceed $10 M, representing >50% YoY growth.
• Adjusted EBITDA Margin: Target range of 4%–6% of revenue.
• Strategic Investment: Ongoing marketing spend aimed at brand awareness and market‑share capture.
• Liquidity Position: Maintains significant liquidity with a recently expanded $15 M credit facility complementing an already robust balance sheet.
• Operational Highlights: Emphasis on repeat customer behavior, premium lens adoption, high acquisition efficiency, and operating leverage from vertical integration.

Notable Quotes

“Our performance continues to validate the strength of our vertically integrated model and our ability to capture share in a large, profitable category. We are executing with discipline, investing thoughtfully, and building a platform designed to compound value over time.” – Roger Hardy, Co‑Founder & CEO, Kits Eyecare Ltd.