EssilorLuxottica: Q3/9M 2025 Revenue - Revenue up 11.7% in the third quarter, best quarterly performance ever for the Group

Core Insights - EssilorLuxottica achieved its best quarterly performance ever, with consolidated revenue reaching Euro 6,867 million in Q3 2025, marking an 11.7% year-on-year increase at constant exchange rates compared to Q3 2024 [1][6] Financial Performance - Revenue increased by 11.7% in Q3 2025 at constant exchange rates and 6.7% at current exchange rates compared to the previous year [1][6] - For the first nine months of 2025, revenue grew by 8.8% [6] Market Contributions - Strong contributions from EMEA and North America were highlighted, with both regions experiencing double-digit growth in both PS and DTC channels [2][6] - The wearables segment significantly boosted revenue, supported by a robust pipeline of product innovation [6] Product Innovations - The company unveiled its most advanced portfolio of AI glasses, including the next generations of Ray-Ban Meta and Oakley Meta glasses, as well as Meta Ray-Ban Display [3] - Stellest lenses, aimed at myopia management, received FDA market authorization, marking a new category in the U.S. [3][6] Strategic Developments - The acquisition of RetinAI was announced, and Optegra was closed, set to be consolidated from October 1 [6] - The company aims to drive lasting transformation by integrating innovation, science, and human potential [4]