EssilorLuxottica's Long-Term Future Tough to Read Amid Tech Collab -- Market Talk

Dow Jones

02/12

0602 GMT - EssilorLuxottica's near-term development looks assured but the further future is less certain as tech moves into the eyewear business, Bernstein analysts write. The Franco-Italian eyecare giant on Wednesday booked better-than-expected revenue for 2025 and said it expects further sales growth over the years ahead, boosted by surging demand for the smartgslasses it makes in partnership with Meta. But "the cautious stance [on the company] rests on the future higher intensity of competition in smart glasses and the risk of a blown to bits eyewear value chain, where tech companies have the upper hand as they control the key chokepoint: smart-wearables and functionality," Bernstein says. (joshua.kirby@wsj.com; @joshualeokirby)

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February 12, 2026 01:04 ET (06:04 GMT)

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The Franco-Italian eyecare giant on Wednesday booked better-than-expected revenue for 2025 and said it expects further sales growth over the years ahead, boosted by surging demand for the smartgslasses it makes in partnership with <a href=\"https://laohu8.com/S/META\">Meta</a>. But \"the cautious stance [on the company] rests on the future higher intensity of competition in smart glasses and the risk of a blown to bits eyewear value chain, where tech companies have the upper hand as they control the key chokepoint: smart-wearables and functionality,\" Bernstein says. (joshua.kirby@wsj.com; @joshualeokirby) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 12, 2026 01:04 ET (06:04 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ESLOY","symbol_name":"EssilorLuxottica","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2610913085","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2610913085","pubTimestamp":1770876240,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0602 GMT - EssilorLuxottica's near-term development looks assured but the further future is less certain as tech moves into the eyewear business, Bernstein analysts write. 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","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"ESLOY":"EssilorLuxottica","BK4198":"医疗保健用品","BK4202":"服装、服饰与奢侈品"},"translate_title":"EssilorLuxottica的长期未来在技术合作中很难预测——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ESLOY":0.9},"content_text":"0602 GMT - EssilorLuxottica's near-term development looks assured but the further future is less certain as tech moves into the eyewear business, Bernstein analysts write. The Franco-Italian eyecare giant on Wednesday booked better-than-expected revenue for 2025 and said it expects further sales growth over the years ahead, boosted by surging demand for the smartgslasses it makes in partnership with Meta. But \"the cautious stance [on the company] rests on the future higher intensity of competition in smart glasses and the risk of a blown to bits eyewear value chain, where tech companies have the upper hand as they control the key chokepoint: smart-wearables and functionality,\" Bernstein says. (joshua.kirby@wsj.com; @joshualeokirby) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 12, 2026 01:04 ET (06:04 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}