EL.PA
T2EssilorLuxottica S.A.
Notes
| Date | Comment | Comment Type | Comment Sentiment | Link | IS CHANGE | Price Reaction |
|---|---|---|---|---|---|---|
| 2025-07-29 | EssilorLuxottica delivered 7.3% constant currency revenue growth in H1 2025, with strong momentum across all regions and €951M in free cash flow despite tariff and FX headwinds. Growth was driven by the continued success of Ray-Ban Meta (+200% YoY), the launch of Oakley Meta, and the rollout of Nuance Audio hearing glasses, now in 10,000 locations. The company also launched Stellest 2.0 myopia lenses in China and expects FDA approval for the first generation by late 2025 or early 2026. While smart eyewear and tariffs diluted margins, management is offsetting pressure through price increases, product mix, and global supply chain expansion. Direct-to-consumer channels, including LensCrafters and Sunglass Hut, saw strong comps, highlighting the strength of the retail business. | Earnings Transcript | Bullish | https://seekingalpha.com/article/4805233-essilorluxottica-eslof-q2-2025-earnings-call-transcript | +4.25% (vs SPY: +5.01%) |