EssilorLuxottica, the Ray-Ban and Oakley owner, reports revenue growth amid a shift in demand between smart glasses and traditional eyewear. Financial Times says the company’s older-style spectacles help offset a slowdown in smart glasses, framing the result around the resilience of its core business.
Quartz highlights stronger performance in wearables, citing AI smart glasses sales growth of 20%. It also reports wearables revenue reaching 486 million euros, and says growth occurs across regions tied to the Ray-Ban and Oakley brands. Together, the sources present the same overarching theme—mixed conditions within eyewear categories—while differing on emphasis: one focuses on traditional spectacles stabilising results during a smart-glasses slowdown, while the other foregrounds AI smart-glasses acceleration and geographic breadth.
