EssilorLuxottica's Dominant Position in Eyewear Faces Risks -- Market Talk

Dow Jones05-20

0708 GMT - EssilorLuxottica's dominant position in the eyewear industry faces risks due to the surge of smart glasses, analysts at Bernstein say. Google's smart glasses are set to launch in 2027 and will be able to connect to both Android and iOS devices. The products will leverage Google's Gemini AI model. Demand for EssilorLuxottica's smart glasses may have already come under pressure as consumers anticipate product launches by competitors later this year, the brokerage says. Shares are up 0.5%. (andrea.figueras@wsj.com)

 

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May 20, 2026 03:08 ET (07:08 GMT)

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