Seeking Alpha
05 Jun 2026, 15:37 UTC · 1h ago
EssilorLuxottica: Smart Glasses And Myopia Management Reinforce Long-Term Growth Story
Seeking Alpha
05 Jun 2026, 15:37 UTC · 1h ago
Story key points
4 claims · impact-rated
EssilorLuxottica forecasts double-digit sales CAGR and mid-teens EPS growth through 2028. — Long-term guidance for consistent double-digit growth typically drives significant valuation premiums and investor confidence.
+0.80Ray-Ban Meta prescription lens penetration has risen above 30%. — High adoption of prescription lenses in smart glasses proves a scalable high-margin revenue stream for the wearables segment.
+0.60The company delivered its third consecutive quarter of double-digit top-line sales growth, beating consensus expectations. — Consistent outperformance of analyst expectations signals strong current operational momentum.
+0.50The acquisition of Top Charoen and the US rollout of Stellest are expanding the company's addressable market. — Market share expansion through M&A and new product launches supports the long-term growth narrative.
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Ticker attribution
Model heads
Strong sales growth, outperforming expectations, and expansion of addressable market through new products and acquisitions.
Positive mention of Ray-Ban Meta smart glasses penetration as a key driver of upside.
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