At YourDailyAnalysis, we note – eyewear manufacturer EssilorLuxottica has reported record-breaking sales in the third quarter of 2025, driven by surging demand for AI-powered wearable devices. According to the company’s report, quarterly revenue rose by 11.7% year-on-year to €6.9 billion ($8.1 billion) – the strongest performance in the brand’s history.
Our analysts at YourDailyAnalysis emphasize that the result exceeded the €6.7 billion average forecast by LSEG analysts, while North American sales, the company’s largest market, grew by 12.1% compared to last year.
EssilorLuxottica confirmed that it had raised prices in the U.S. in response to tariffs, though at YourDailyAnalysis we highlight – price adjustments were not the main driver of growth. The key factor was strong demand for premium eyewear and next-generation smart glasses, reflecting a sustained consumer interest in tech-enhanced fashion products.
The company also announced that it would accelerate its production expansion plans – output of smart glasses will reach 10 million units annually ahead of the original schedule.
According to YourDailyAnalysis, the collaboration between EssilorLuxottica and Meta Platforms has become one of the most successful examples of merging fashion and technology. The second-generation Ray-Ban Meta Smart Glasses, launched in September at $379 (up from $299 for the previous model), feature improved battery life and camera performance. The new $799 flagship model introduces an integrated display and a wristband that translates hand gestures into commands – allowing users to manage calls and messages without a phone.
A broader rollout is planned for early 2026, with launches in Canada, France, Italy, and the United Kingdom.
At Your Daily Analysis, we believe – the success of the Ray-Ban Meta lineup marks a new era in the evolution of the wearable AI market. By combining technology, design, and user experience, EssilorLuxottica is setting a trend that could profoundly reshape the future of the industry.
Previously, we wrote about how Kenya’s economy is emerging from crisis as its PMI rises above 50, and analyzed BlackRock GIP’s upcoming $40 billion deal that could transform the data center market.
