What smart money is saying about KITS Eyewear
3 funds in our archive have pitched KITS Eyewear — most recently Cedar Grove in March 2026.
Kits Eyecare Ltd. operates a digital eyecare platform for eyes in the United States and Canada. The company manufactures progressive and contact lenses, eyeglasses, and frames under the KITS brand, as well as distributes eyewear products of various brands. It operates through a network of optical e-commerce websites, including KITS.com, KITS.ca, OptiContacts.com, and ContactsExpress.ca. The company was incorporated in 2018 and is headquartered in Vancouver, Canada.
Fund coverage · 3 theses
- Cedar GroveMarch 2026
KITS Eyewear is a vertically integrated DTC optical retailer growing with a sticky contacts-first model, net cash, positive EBITDA, and compounding potential.
Read the full thesis - Greystone Capital ManagementDecember 2025
KITS Eyecare is a vertically integrated DTC eyecare company with strong unit economics, rapid organic growth, and structural advantages that support high-rate free cash flow compounding.
Read the full thesis - GreystoneMarch 2025
KITS is poised for significant growth with strong unit economics and ambitious revenue targets, making it an attractive investment opportunity despite modest brand awareness.
Read the full thesis
Read every full thesis on KITS Eyewear
Unlock all 3 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→