The stock of the Essilorluxottica glasses group was able to shine on the Paris stock exchange on Tuesday. She recorded a price increase of 6.34 percent by eleven o’clock and thus achieved one of the strongest growth in the CAC 40. This increase testifies to the regulated trust of the markets. It is supported by solid half -year results and a promising technology strategy, especially for smart glasses.
While the markets observe the performance of the consumer goods sector carefully, the question arises: How did this significantly strengthened investor trust in essilorluxottica? The share of the French-Italian group recorded one of the strongest climbs in the CAC 40.
Progress in the results despite unfavorable exchange rate effects
Essilorluxottica announced on Monday that the operational profit, which was adjusted for special effects, could be increased by 4.1 percent to 2.53 billion euros in the first half of 2025. The result was slightly impaired by the unfavorable dollar course, but corresponded to the expectations of the analyst: inside.
The turnover amounted to 14 billion euros. This corresponds to growth by 3.2 percent. Current -adjusted revenue rose by 7.3 percent. The dynamics were particularly due to an increase of 5.5 percent in North America, the largest market in the group. There, the development of the integration of the Supreme brand and the German company Heidelberg Engineering, which specializes in ophthalmological imaging devices, was supported.
Smartglasses finally convince
Essilorluxottica was particularly surprising in the technological area. Sales with the Smartglasses Ray-Ban Meta, which was developed together with Meta Platforms, more than tripled in the first half of the year, the group said. A success that may be astonishing at first glance, but is no coincidence: According to current knowledge of the technology portal The Verge, sales have exceeded two million units since the market was launched.
According to the UploadVR specialist medium, these models are now the bestsellers in 60 percent of Ray Ban business in the EMEA region. They are available in 18 countries – including India, Mexico and the United Arab Emirates. They impress with their subtle design, their affordable price-according to the Reuters news agency-about $ 329 (around 299 euros)-and attractive functions such as live streams on Instagram or real-time translations.
According to Counterpoint Research, these glasses already make up more than 60 percent of the global sales of smart glasses – a booming market that grew by 210 percent in 2024.
The managers of the group, Francesco Milleri and Paul du Saillant, summarized their claim according to a report by Reuters: “We are in the process of transforming glasses into a new computer platform on which artificial intelligence, sensors and health infrastructure convert”.
Essilorluxottica has also launched new models such as the Oakley Meta Ai Glasses and Nuance Audio, which are now being sold at more than 10,000 sales outlets. A product offensive that confirms the group’s claim to become an important player in the Wearable Tech area at the interface of style, well -being and digitization.
Meta strengthens its strategic support
Another catalyst for the regained trust in the stock market is the increased support of META. At the beginning of July, Meta acquired almost three percent of the group’s capital for an estimated three billion euros. According to Reuters, this partnership could be intensified in the coming months, with a participation of up to 5 percent.
In addition to product innovation, this strategic support consolidates the position of the European Group compared to the ambitions of giants such as Apple and Google in the smartglass category.
Financial solidity is welcomed by the markets
Essilorluxottica also collected one billion euros from bonds at the beginning of July, whereby the demand exceeded the supply significantly – a sign of the strong appetite of the investor: inside. At the same time, his participation program for employees: Inside: According to the company, more than 97,000 employees of the group have drawn shares with a total value of 190 million euros and thus strengthened the internal shareholder basis.
The industry is on growth course
This stock exchange swing takes place at a time when the glasses industry experiences a generally positive dynamic. Kering eyewear also recorded robust growth in 2025, supported by the internationalization of its production and the development of its luxury licenses. The convergence of fashion, optical innovation and eye health creates new growth drivers for the industry leaders.
Positive stock market climate
Finally, according to a Reuters report, the stock market meeting took place on July 29 in a generally positive context for the European markets, driven by good company results and signals of relaxation on the trade front between Brussels and Washington.
Summary
Essilorluxottica consolidates its management position at the interface of fashion, eye health and technology. This synergy, which is now confirmed by concrete results and the strategic support of META, strengthened investor’s trust in the long -term vision of the group.
This article was used with digital tools translated.
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