EssilorLuxottica ADR (ESLOY) Q3 2025 Sales Call Transcript
Seeking Alpha·2025-10-16 19:16

Core Insights - EssilorLuxottica achieved a record high revenue growth of 11.7% at constant currency in the third quarter, marking the best result in the company's history [1] - All three largest geographical regions reported double-digit growth: North America increased by 12.1%, EMEA by 12.7%, and Asia Pacific by 10.5%, while Latin America saw a mid-single-digit growth of 5.2% [1] Segment Performance - Both the Professional Solution and Direct-to-Consumer segments delivered double-digit growth in the quarter [2] - The recent acquisitions of Heidelberg and Supreme contributed approximately 2 percentage points to the overall sales growth [2] Product Development - Wearable products significantly contributed to the growth profile in the third quarter, indicating the establishment of a new category with unprecedented opportunities [2]