EssilorLuxottica's Sales Growth Might Slow After Exceptional End to 2025 -- Market Talk

Dow Jones04-01

0930 GMT - EssilorLuxottica could report a slowdown in sales growth, which would still be relatively strong, JPMorgan analysts say. The analysts forecast first-quarter sales growth of 4% to 7.15 billion euros. This implies a material moderation of growth compared with the exceptional performance in the fourth quarter of 2025, which benefited from very large shipments, with new launches and into peak trading season, the analysts write in a note. Still, first-quarter figures would seem "very robust," given the broader economic and geopolitical backdrop, they add. The Franco-Italian eyewear company has been under pressure from worries of new competition coming into the smart glasses market. That said, EssilorLuxottica remains the only player in the space in Western markets, with a continuously expanding portfolio, JPMorgan says. Shares fall 2.8%. (andrea.figueras@wsj.com)

(END) Dow Jones Newswires

April 01, 2026 05:31 ET (09:31 GMT)

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The analysts forecast first-quarter sales growth of 4% to 7.15 billion euros. This implies a material moderation of growth compared with the exceptional performance in the fourth quarter of 2025, which benefited from very large shipments, with new launches and into peak trading season, the analysts write in a note. Still, first-quarter figures would seem \"very robust,\" given the broader economic and geopolitical backdrop, they add. The Franco-Italian eyewear company has been under pressure from worries of new competition coming into the smart glasses market. That said, <a href=\"https://laohu8.com/S/ESLOY\">EssilorLuxottica</a> remains the only player in the space in Western markets, with a continuously expanding portfolio, JPMorgan says. Shares fall 2.8%. 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