EssilorLuxottica Faces Stiff Competition in Smartglasses -- Market Talk

Dow Jones17:51

0950 GMT - The development of glasses featuring artificial intelligence seems an opportunity for industry players including EssilorLuxottica to expand the addressable market, Equita SIM analyst Domenico Ghilotti writes in a research note. The Paris-listed company intends to maintain its advantage over competitors, the analyst says, adding that other players, starting with Apple, are expected to enter the market in the next 12 to 18 months. "The industry is preparing for an expansion of the offer," accelerated by the success of EssilorLuxottica, whose results in the smarglasses category exceeded expectations, Ghilotti says. Shares are down 2% at 234.60 euros. (andrea.figueras@wsj.com)

(END) Dow Jones Newswires

February 27, 2026 04:51 ET (09:51 GMT)

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The Paris-listed company intends to maintain its advantage over competitors, the analyst says, adding that other players, starting with Apple, are expected to enter the market in the next 12 to 18 months. \"The industry is preparing for an expansion of the offer,\" accelerated by the success of <a href=\"https://laohu8.com/S/ESLOY\">EssilorLuxottica</a>, whose results in the smarglasses category exceeded expectations, Ghilotti says. Shares are down 2% at 234.60 euros. 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