EssilorLuxottica Expected to Remain on Growth Path Despite Challenging Context -- Market Talk

Dow Jones04-07

1132 GMT - EssilorLuxottica looks set to continue with its double-digit sales growth trajectory at constant exchange rates despite the unfavorable environment, Equita Sim's Domenico Ghilotti says. The analyst expects the Franco-Italian eyewear group to show resilience in spite of "a more challenging overall context." Market conditions have worsened partly due to the war in Iran and the repercussions of the conflict on consumer confidence and disposable income, the analyst says in a note to clients. Ghilotti doesn't expect a sharp slowdown in the second half, but noted that the geopolitical landscape and the comparison base will become more difficult from the third quarter. The stock is up 1.8%. (andrea.figueras@wsj.com)

(END) Dow Jones Newswires

April 07, 2026 07:33 ET (11:33 GMT)

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The analyst expects the Franco-Italian eyewear group to show resilience in spite of \"a more challenging overall context.\" Market conditions have worsened partly due to the war in Iran and the repercussions of the conflict on consumer confidence and disposable income, the analyst says in a note to clients. Ghilotti doesn't expect a sharp slowdown in the second half, but noted that the geopolitical landscape and the comparison base will become more difficult from the third quarter. The stock is up 1.8%. 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The analyst expects the Franco-Italian eyewear group to show resilience in spite of \"a more challenging overall context.\" Market conditions have worsened partly due to the war in Iran and the repercussions of the conflict on consumer confidence and disposable income, the analyst says in a note to clients. Ghilotti doesn't expect a sharp slowdown in the second half, but noted that the geopolitical landscape and the comparison base will become more difficult from the third quarter. The stock is up 1.8%. 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Ghilotti doesn't expect a sharp slowdown in the second half, but noted that the geopolitical landscape and the comparison base will become more difficult from the third quarter. The stock is up 1.8%. 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