Core Insights - EssilorLuxottica reported consolidated revenue of €6.87 billion ($8.03 billion) for Q3 2025, reflecting an 11.7% increase at constant exchange rates compared to Q3 2024, and a 6.7% increase at current exchange rates [1][6] Revenue Performance - Revenue growth was observed across all regions and channels, driven by demand in wearables, vision care, and sunglasses [1] - Vision care and sunglasses sales rose by 5% at constant exchange rates, while wearables significantly contributed to overall results due to product development [2] - Professional solutions revenue increased by 11.9% to €3.22 billion, and direct-to-consumer revenue rose by 11.6% to €3.64 billion [2] Regional Performance - North America reported revenue of €2.99 billion, up 12.1% at constant exchange rates [2] - EMEA revenue increased by 12.7% to €2.69 billion, and Asia-Pacific revenue rose by 10.5% to €822 million, while Latin America grew by 5.2% to €355 million, all at constant exchange rates [3] Product Development and Innovations - The company highlighted the continued uptake of its AI-glasses range and growth in myopia management solutions [3] - EssilorLuxottica's Stellest lens received FDA approval and will be available to US eyecare professionals starting Q4 2025 [3] Strategic Acquisitions and Outlook - Recent strategic acquisitions include the closing of Optegra and the announced acquisition of RetinAI [4] - The company maintains a long-term outlook of mid-single-digit annual revenue growth between 2022 and 2026 at constant exchange rates, targeting total revenue between €27 billion and €28 billion, with an adjusted operating profit margin of 19% to 20% by the end of the period [4] Management Commentary - The chairman and CEO, Francesco Milleri, and deputy CEO, Paul du Saillant, emphasized the achievement of the best quarter since the group's creation, highlighting the strength of their vision and management [5] - They noted that the results were fueled by contributions from EMEA and North America, along with strong momentum in wearables and vision care [6]

Shares of Eselor Luxodica are sharply higher. The French parent company of Rayban reporting an 11.7% jump in sales in the most recent quarter. That company said a healthy amount of its revenue growth came from its partnership with Meta to sell smart glasses.The company now offers smart glasses under the Rayband and Oakley brands and it's working on a Prada version as well. And I have to say it is a gamecher. I' I've got a pair of them.Like I would have never worn any of the earlier weirdo ones, but these ar ...

Core Insights - Eselor Luxottica, the parent company of Ray-Ban, reported an 11.7% increase in sales in the most recent quarter, with significant revenue growth attributed to its partnership with Meta for smart glasses [1] Group 1: Company Performance - The company has successfully launched smart glasses under the Ray-Ban and Oakley brands, with plans for a Prada version in development [1] - The smart glasses have been well-received, with users noting their aesthetic appeal and functionality, such as video recording capabilities [2][4] Group 2: Product Features - The smart glasses allow users to record videos hands-free, making them suitable for activities like capturing moments with children [4] - Users can interact with the glasses using voice commands, enhancing the user experience by integrating features like Siri [5]

Core Insights - EssilorLuxottica shares experienced a significant increase following the announcement of a quarterly revenue growth that exceeded analysts' expectations [1] Financial Performance - The company reported an acceleration in quarterly revenue, indicating strong performance in the market [1]

Core Insights - EssilorLuxottica's shares surged 14% to an all-time high, adding nearly $20 billion in market value due to investor enthusiasm for AI-powered Ray-Ban Meta glasses [1][5] - The company reported third-quarter sales growth of 11.7% year-over-year, reaching €6.9 billion ($8.1 billion), marking its best quarterly performance ever [2] - Smart glasses have become a focal point for analysts and investors, with Barclays predicting 60 million units sold globally by 2035 [3] Financial Performance - The AI-powered glasses contributed over four percentage points to sales growth, prompting the company to accelerate production capacity plans [4] - EssilorLuxottica's market capitalization reached €126.5 billion following the significant rise in share price [5] Product Development and Market Position - The latest Ray-Ban Meta models are priced between $379 and $799, with plans for expansion into Canada, France, Italy, and Britain by early 2026 [6] - The success of Meta's Ray-Ban smart glasses has revitalized interest in the eyewear computer market, previously abandoned by Google and Microsoft [6] - Major tech companies like Google, Samsung, and Apple are re-entering the smart glasses market, indicating a competitive landscape [7]

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]

EssilorLuxottica’s revenue beat analysts’ estimates in the third quarter as sales of AI glasses with partner Meta Platforms gained momentum https://t.co/w31Ca3hkoD ...

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 [1][6] - The growth was significantly driven by strong contributions from the EMEA and North America regions, particularly in wearables, vision care, and sunglasses [2][6] Revenue Performance - Revenue increased by 11.7% in Q3 2025 at constant exchange rates, and by 8.8% over the first nine months of the year [6] - Vision care and sunglasses segments grew by 5% at constant exchange rates [6] Product Innovation and Market Expansion - The company launched its most advanced portfolio of AI glasses, including the next generations of Ray-Ban Meta and Oakley Meta glasses, enhancing its position in wearable technology [3] - Stellest lenses received FDA market authorization, marking a significant advancement in myopia management in the U.S. [6] Strategic Acquisitions - The acquisition of RetinAI was announced, and Optegra has been closed, with consolidation effective from October 1 [6]

EssilorLuxottica said it bought RetinAI, a company specializing in artificial intelligence and data management in eyecare, according to a statement. https://t.co/xSro2BW1oS ...

Core Insights - EssilorLuxottica has acquired Ikerian AG, operating under the RetinAI brand, to enhance its capabilities in AI and data management within eyecare [1][2] - The acquisition aims to strengthen the Group's med-tech journey by integrating advanced software that utilizes machine learning and computer vision to improve clinical workflows and patient care [1][3] Company Overview - RetinAI specializes in developing tools for collecting, processing, and grading large-scale retinal images and biomarker datasets, with its flagship platform, RetinAI Discovery, being FDA cleared and CE-marked [2] - The platform supports the diagnosis and monitoring of diseases such as age-related macular degeneration (AMD), glaucoma, and diabetic retinopathy, facilitating timely and accurate decision-making in eye disease management [2] Strategic Goals - The acquisition is part of EssilorLuxottica's broader strategy to create a digitally enabled patient journey, enhancing its ecosystem that includes eyecare, diagnostics, therapeutic innovation, and surgical excellence [3] - The integration of RetinAI's AI-powered analytics is expected to transform clinical data into actionable insights, leading to faster diagnoses and improved disease monitoring [3] Leadership Perspectives - Francesco Milleri, Chairman and CEO of EssilorLuxottica, emphasized the transformative potential of this acquisition for patient care and the healthcare industry as a whole [3] - Carlos Ciller, Chairman and CEO of RetinAI/Ikerian AG, highlighted the opportunity to scale their vision of data and AI-driven patient care through EssilorLuxottica's global reach and commitment to innovation [4]