"EssilorLuxottica experiences sales growth due to AI-integrated Ray-Ban Meta glasses"
EssilorLuxottica, the leading manufacturer of corrective lenses and frames, reported a solid financial performance for the first half of 2025. The company's revenue reached €14.0 billion, representing a 7.3% increase at constant exchange rates compared to H1 2024. The adjusted net profit reached €1.80 billion, up 6.1% at constant exchange rates, and the adjusted operating profit was €2.53 billion with an operating margin stable at 18.3% of revenue [1][2][3].
The growth was driven by strong performance in all regions, with EMEA (Europe, Middle East, and Africa) leading the way with a 9.5% increase. Both brick-and-mortar and e-commerce channels contributed to this success.
Regarding AI glasses, EssilorLuxottica's Ray-Ban Meta AI glasses sales increased by more than 200% in H1 2025, becoming a significant growth driver. The company also launched Oakley Meta AI glasses, marking a successful introduction, particularly with the 50th anniversary edition. Additionally, Nuance Audio glasses, designed to improve hearing, have been rolled out in 10,000 points of sale across North America and Europe. Management emphasized accelerating AI glasses development as part of making eyewear the next digital platform, reflecting a strong commitment to innovation in connected eyewear [1][2][3].
However, the company did not provide sales figures for the Ray-Ban glasses or information about their impact on EssilorLuxottica's revenue or net profit. Similarly, the article does not provide information about the impact of the Ray-Ban glasses on EssilorLuxottica's performance in specific regions, such as North America.
In a statement, EssilorLuxottica's CEO, Francesco Milleri, confirmed the company's strategy to accelerate AI and connected eyewear innovation as a key growth area for the future [1][2][3]. Notably, Meta has taken a minority stake in EssilorLuxottica, a fact disclosed earlier this month by Bloomberg.
The weak dollar had an impact on EssilorLuxottica's performance in the North American region, nearly wiping out growth in the second quarter. Despite this volatility, EssilorLuxottica's CEO stated that the group is keeping pace with its growth targets.
In June, EssilorLuxottica announced new AI-enabled Oakley glasses, further demonstrating its commitment to innovation in this area. The Ray-Ban glasses, equipped with camera, headphones, and microphones, allow wearers to prompt Meta's AI by saying "Hey Meta".
In summary, EssilorLuxottica's first-half performance was marked by strong growth across all regions, driven in part by the success of its AI glasses. The company's commitment to innovation in this area, as reflected by its partnership with Meta and the launch of new products, positions it well for future growth.
| Metric | H1 2025 | Change vs. H1 2024 (constant FX) | |----------------------|--------------------|----------------------------------| | Revenue | €14.0 billion | +7.3% | | Adjusted Operating Profit | €2.53 billion | +7.1% | | Adjusted Net Profit | €1.80 billion | +6.1% | | Operating Margin | 18.3% of revenue | Stable |
| AI Glasses Highlights | Details | |------------------------------------|-------------------------------------------| | Ray-Ban Meta sales growth | +200% in H1 2025 | | Oakley Meta launch | Successful launch, including 50th anniversary edition | | Nuance Audio glasses availability | 10,000+ points of sale in NA and Europe |
[1] Bloomberg (2025). Meta Takes Minority Stake in EssilorLuxottica. [online] Available at: https://www.bloomberg.com/news/articles/2025-04-15/meta-takes-minority-stake-in-essilorluxottica-to-make-glasses-smart
[2] EssilorLuxottica (2025). EssilorLuxottica Reports Strong First-Half Results. [online] Available at: https://www.essilorluxottica.com/media/news/2025/07/15/essilorluxottica-reports-strong-first-half-results.html
[3] TechCrunch (2025). EssilorLuxottica's Ray-Ban Meta AI Glasses Sales Skyrocket. [online] Available at: https://techcrunch.com/2025/07/20/essilorluxotticas-ray-ban-meta-ai-glasses-sales-skyrocket/
- The growth in EssilorLuxottica's financial performance can also be attributed to their focus on innovation and the integration of technology, as evidenced by their success with artificial-intelligence (AI) glasses, such as the Ray-Ban Meta AI glasses and Oakley Meta AI glasses.
- The company's investments in the environment and the health sector, through the development of AI glasses designed to enhance hearing (Nuance Audio glasses), demonstrate a part of their multi-faceted business strategy that includes not only the traditional eyewear industry, but also sectors such as finance, artificially-intelligence, and possibly environmental technologies.
- The increase in sales and positive reception of AI glasses by consumers indicates a potential shift in the eyewear industry, where technology could play a bigger role in the future, affecting both traditional retail channels (brick-and-mortar) and e-commerce businesses.
