Meta's smart glasses outsell traditional Ray-Bans in some stores, even before AI features roll out

Product Performance - The Ray-Ban Meta smart glasses are the top-selling product in 60% of all Ray-Ban stores across Europe, the Middle East, and Africa [1] - The product has significantly driven sales for EssilorLuxottica, as highlighted by the company's CFO during the earnings call [1] Market and Consumer Behavior - Despite the absence of multimodal AI features in Europe due to regulatory uncertainty, the Ray-Ban Meta glasses continue to perform well in the region [1] - Consumers may be more attracted to the glasses' speakers and cameras rather than their AI capabilities [1] Partnership and Future Outlook - The early success of the Ray-Ban Meta glasses has exceeded Meta's initial expectations [2] - This success has likely contributed to Meta extending its partnership with EssilorLuxottica into the next decade [2]