EssilorLuxottica Looks Set to Benefit From Smart Eyewear Boom -- Market Talk

Dow Jones

Nov 27

1023 GMT - EssilorLuxottica is set to become the fastest-growing large-cap within Europe, UBS analysts say in a research note. This should be driven primarily by its successful innovation in the smart eyewear category, where the Franco-Italian company has a unique supply chain and extensive brand portfolio, the analysts say. This positions the group to capture greater share in this market, which could reach 110 billion euros by 2040. EssilorLuxottica could have around 30% market share of the category in 2040, corresponding to revenue of about 31 billion euros. The company still trades at a discount to Europe's largest stocks despite its strong competitive position and improving growth outlook, they say. UBS upgrades the rating on the stock to buy from neutral. Shares are up 0.5%. (andrea.figueras@wsj.com)

(END) Dow Jones Newswires

November 27, 2025 05:23 ET (10:23 GMT)

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This should be driven primarily by its successful innovation in the smart eyewear category, where the Franco-Italian company has a unique supply chain and extensive brand portfolio, the analysts say. This positions the group to capture greater share in this market, which could reach 110 billion euros by 2040. <a href=\"https://laohu8.com/S/ESLOY\">EssilorLuxottica</a> could have around 30% market share of the category in 2040, corresponding to revenue of about 31 billion euros. The company still trades at a discount to Europe's largest stocks despite its strong competitive position and improving growth outlook, they say. UBS upgrades the rating on the stock to buy from neutral. Shares are up 0.5%. (andrea.figueras@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 27, 2025 05:23 ET (10:23 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EssilorLuxottica Looks Set to Benefit From Smart Eyewear Boom -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEssilorLuxottica Looks Set to Benefit From Smart Eyewear Boom -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-11-27 18:23</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1023 GMT - <a href=\"https://laohu8.com/S/ESLOF\">EssilorLuxottica</a> is set to become the fastest-growing large-cap within Europe, UBS analysts say in a research note. This should be driven primarily by its successful innovation in the smart eyewear category, where the Franco-Italian company has a unique supply chain and extensive brand portfolio, the analysts say. This positions the group to capture greater share in this market, which could reach 110 billion euros by 2040. <a href=\"https://laohu8.com/S/ESLOY\">EssilorLuxottica</a> could have around 30% market share of the category in 2040, corresponding to revenue of about 31 billion euros. The company still trades at a discount to Europe's largest stocks despite its strong competitive position and improving growth outlook, they say. UBS upgrades the rating on the stock to buy from neutral. Shares are up 0.5%. (andrea.figueras@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 27, 2025 05:23 ET (10:23 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4198","symbol_name":"医疗保健用品","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2586418702","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2586418702","pubTimestamp":1764238980,"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":"1023 GMT - EssilorLuxottica is set to become the fastest-growing large-cap within Europe, UBS analysts say in a research note. This should be driven primarily by its successful innovation in the smart eyewear category, where the Franco-Italian company has a unique supply chain and extensive brand portfolio, the analysts say. This positions the group to capture greater share in this market, which could reach 110 billion euros by 2040. EssilorLuxottica could have around 30% market share of the category in 2040, corresponding to revenue of about 31 billion euros. The company still trades at a discount to Europe's largest stocks despite its strong competitive position and improving growth outlook, they say. UBS upgrades the rating on the stock to buy from neutral. Shares are up 0.5%. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4198":"医疗保健用品","SMTEF":"Smart Eye","ESLOY":"EssilorLuxottica","BK4157":"电子设备和仪器","BK4202":"服装、服饰与奢侈品"},"translate_title":"EssilorLuxottica看起来将从智能眼镜热潮中受益——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SMTEF":1.5,"ESLOY":0.9},"content_text":"1023 GMT - EssilorLuxottica is set to become the fastest-growing large-cap within Europe, UBS analysts say in a research note. This should be driven primarily by its successful innovation in the smart eyewear category, where the Franco-Italian company has a unique supply chain and extensive brand portfolio, the analysts say. This positions the group to capture greater share in this market, which could reach 110 billion euros by 2040. EssilorLuxottica could have around 30% market share of the category in 2040, corresponding to revenue of about 31 billion euros. The company still trades at a discount to Europe's largest stocks despite its strong competitive position and improving growth outlook, they say. UBS upgrades the rating on the stock to buy from neutral. Shares are up 0.5%. (andrea.figueras@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 27, 2025 05:23 ET (10:23 GMT)\n\n\n  Copyright (c) 2025 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":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}