Contact lens profitability analysis FY2026 — Vision Source and Alcon pricing, annual supply both eyes

Contact Lens Profitability — FY2026

Vision Source private label vs branded — annual supply, both eyes

Key finding — In every daily category, REVEAL™ private label outperforms DAILIES TOTAL1® on both practice profit and patient cost. REVEAL Toric generates $586/yr vs DT1's $457/yr while saving patients $98/yr. No trade-off justifies DT1 on the VS formulary.

Category winner — annual profit per patient (both eyes)

Winners: Daily MF $644, Daily Toric $586, Daily Sphere $524, Monthly MF $255, Weekly Toric $210, Monthly Toric $202, Monthly Sphere $182, Weekly Sphere $178.
VS private label CooperVision Alcon

Annual supply: monthly = 4 × 6-pk · biweekly = 8 × 6-pk · daily = 8 × 90-pk · weekly = 4 × 27-pk (both eyes). Profit = MSRP minus customer/partner price.

Product Category Cost/box MSRP/box Margin Patient/yr Annual profit

Green margin = above 55%. "winner" = highest annual profit in category. Annual supply: monthly 4×6-pk · biweekly 8×6-pk · daily 8×90-pk · weekly 4×27-pk.

The modality switch thesis

Every monthly or biweekly patient switched to daily generates 2–4× more annual practice profit. VS private label dailies capture maximum margin at the same patient MSRP as branded equivalents. All comparisons use private label on both sides.

50

Annual practice gain per patient — monthly/biweekly to daily switch (VS private label)

Profit gains per patient: Value $146, Mid $331, Premium $342, Toric $384, MF $389. Patient cost increases: $278, $680, $757, $842, $868.
Practice profit gain/patient/yr Patient additional cost/yr

The private label advantage

AQUACLEAR, FRESH DAY, and REVEAL are CooperVision-manufactured lenses available exclusively through Vision Source — clinically equivalent to branded counterparts at lower practice cost. The patient pays the identical MSRP. Every dollar of cost savings is pure margin.

Total extra annual profit
$0
across all 13 PL product pairs
Private label Branded equivalent Category MSRP/box PL profit/box Brand profit/box Extra/patient/yr

Extra annual profit per patient — private label vs branded (sorted high to low)

Extra profit ranges from $33 (AQUACLEAR) to $148 (FRESH DAY Multifocal) per patient per year.