By Andrea Figueras

Franco-Italian eyewear group EssilorLuxottica is scheduled to report results for the first quarter on Wednesday. Here is what you need to know.

SALES FORECAST: The Ray-Ban maker is expected to report sales of 6.92 billion euros ($7.97 billion) for the first three months, according to a poll of estimates by 9 analysts compiled by Visible Alpha. In the prior-year period, the group booked sales of 6.34 billion euros.

Shares have jumped around 7.5% since the start of the year and are up more than 24% over past 12 months.

WHAT TO WATCH

--Given the ongoing concerns about risks of a slowdown in the U.S., trends in this market will be key to watch, UBS analysts said in a note, adding that the country represents around 43% of the company's sales. The performance in the U.S. as well as the potential impact from President Trump's tariffs on imported goods to the country will be in focus. EssilorLuxottica seems to have a flexible supply chain, which it could adjust in order to mitigate the hit from levies, RBC Capital Markets analysts said in a note. The group has a diverse sourcing mix across China, Mexico, Thailand, Europe, the U.S. and other countries, according to RBC Capital Markets.

--Investors will also be focusing on product innovation, UBS analysts said. There is potential for new launches of smart Ray-Ban glasses, in partnership with Meta Platforms. The company will also gather feedback on the Nuance hearing glasses which were rolled out at the end of February in the U.S. and Italy, UBS said.

Write to Andrea Figueras at andrea.figueras@wsj.com

(END) Dow Jones Newswires

April 22, 2025 12:31 ET (16:31 GMT)

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