EssilorLuxottica S.A. Unsponsored ADR (ESLOY)
EssilorLuxottica ADR (ESLOY) Q4 2025 Earnings Call Transcript
EssilorLuxottica ADR (ESLOY) Q4 2025 Earnings Call Transcript
Ray-Ban maker EssilorLuxottica says it more than tripled Meta AI glasses sales in 2025
EssilorLuxottica's more than tripled its Meta artificial intelligence glasses sales last year, the Ray-Ban maker said on Wednesday in its fourth-quarter results. The French-Italian eyewear brand said it sold over 7 million AI glasses last year, up from the 2 million that the company sold in 2023 and 2024 combined.
EssilorLuxottica director says Meta's stake in Ray-Ban maker 'at least 3%'
Facebook-owner Meta holds at least a 3% stake in EssilorLuxottica , a board director at the European firm behind Ray-Ban glasses said on Tuesday.
Shares of Ray-Ban maker EssilorLuxottica soar after Meta AI glasses drive revenue beat
Shares of Ray-Ban maker EssilorLuxottica surged more than 9% in early trading on Friday after the Franco-Italian group reported better than expected quarterly revenue a day earlier, helped by strong demand for its Meta AI glasses.
Ray-Ban maker EssilorLuxottica says Meta smart glasses are boosting growth
EssilorLuxottica has been investing in smart glasses that people can use to play music and take photos. "Glasses will materially replace most of the functionality that today we have embedded into our phones," said EssilorLuxottica CFO Stefano Grassi on Thursday's earnings call.
EssilorLuxottica earnings boost illustrates growth potential for Meta's smartglasses
Sales of EssilorLuxottica's Ray-Ban Meta smartglasses tripled in the first half of 2025
Zuckerberg's Meta reportedly takes stake in Ray-Ban maker, showing commitment to AI-powered smartglasses
Meta reportedly takes a 3% stake in EssilorLuxottica
Ray-Ban Maker EssilorLuxottica to Buy Optegra in Medical AI Push
The eyewear group said the deal builds on the company's offering, which spans beyond Ray-Bans, frames and lenses to include AI-powered technologies, wearables, medical instruments and science-backed eyecare solutions.
EssilorLuxottica: U.S. Exposure Might Weigh On 2026 Targets
EssilorLuxottica's Q1 2025 sales update shows resilience but faces risks from macroeconomic volatility, discretionary consumption exposure, and potential tariff impacts. Despite a positive sales forecast for 2025, the company's high valuation leaves no margin for error, justifying our neutral rating. Key risks also include a consumer slowdown and an over-reliance on the USA market, which could impact earnings.
EssilorLuxottica: Quality Company, Here For The Long Haul
EssilorLuxottica is the industry leader in luxury eyewear products, with a huge family of household name brands. They have a completely vertically integrated business model, from supply chain to distribution, leading to great economies of scale. Another lights-out earnings report has dragged valuation higher - but are you paying for the quality?
EssilorLuxottica: Solid 2024 But Too Pricey
EssilorLuxottica's Q4 sales of €6.7 billion exceeded expectations, with FX-neutral growth of +9.2%. This was driven by strong performance in the Direct-to-Consumer and Professional Solutions segments. H2 adjusted EBIT margin reached 15.0%, but the company is maintaining the 2026 target of 19-20%. The valuation is too high (P/E above 35x) with no margin of error.
Essilorluxottica to boost production capacity for smart glasses
Eyewear maker EssilorLuxottica plans to boost its production capacity for smart glasses and hopes to expand its collaboration with Meta to other brands, Chief Executive Francesco Milleri said late on Wednesday.
