KITS Eyecare (KITS) sold off over 10% on its Q1 pre-release before ending the day down 3%, roughly equal to the top line miss versus guidance. Despite the shortfall, revenue grew 23% Y/Y…

supported by over 60% growth in its more profitable glasses segment, which should continue to push EBITDA margins higher as its contribution increases.

With enough time, that could change how the market prices the story - shifting focus from growth to operating leverage.

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