EssilorLuxottica's Place in Eyewear Threatened by Smartglasses -- Market Talk

Dow Jones04-20 17:21

0920 GMT - EssilorLuxottica must brace for stiffer competition as smartglasses gain in popularity, analysts at Bernstein write in a note. The Franco-Italian company enjoys a dominant position in eyecare. But growing demand for AI-enabled glasses, which EssilorLuxottica is developing alongside tech giant Meta, risks diluting that dominance, Bernstein says. Barriers to entry are low in hardware, luxury players are likely to mull branding opportunities, and the tech companies themselves have a firm hold on the software, the brokerage notes. Margins are meanwhile lower in consumer electronics than in EssilorLuxottica's traditional business, posing a risk to group profitability as smartglasses eat into demand for offline eyewear, Bernstein adds. (joshua.kirby@wsj.com; @joshualeokirby)

(END) Dow Jones Newswires

April 20, 2026 05:21 ET (09:21 GMT)

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The Franco-Italian company enjoys a dominant position in eyecare. But growing demand for AI-enabled glasses, which <a href=\"https://laohu8.com/S/ESLOY\">EssilorLuxottica</a> is developing alongside tech giant <a href=\"https://laohu8.com/S/META\">Meta</a>, risks diluting that dominance, Bernstein says. Barriers to entry are low in hardware, luxury players are likely to mull branding opportunities, and the tech companies themselves have a firm hold on the software, the brokerage notes. Margins are meanwhile lower in consumer electronics than in EssilorLuxottica's traditional business, posing a risk to group profitability as smartglasses eat into demand for offline eyewear, Bernstein adds. 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Margins are meanwhile lower in consumer electronics than in EssilorLuxottica's traditional business, posing a risk to group profitability as smartglasses eat into demand for offline eyewear, Bernstein adds. 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