Eyewear Intelligence: Vol 26 - No 11+12

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EssilorLuxottica enters eye surgery field with new med-tech acquisition | EssilorLuxottica to increase its lens capacity in France by 40% with new industrial site | Google kicks off smart glasses platform with multiple eyewear partnerships, including investment in Warby Parker | ZEISS Vision Care sales decelerate in H1 as key markets come under pressure | Topcon reports 9% annual eye care sales increase ahead of delisting | US-China tariffs climbdown provides ‘breathing room’ but uncertainties loom large | Safilo returns to growth in Q1, details supply chain adjustments | Marcolin aims for greater supply chain control, reports positive Q1 results | National Vision raises guidance, says well-positioned to mitigate tariff impact | Warby Parker cuts growth expectations as it raises prices, shuffles production to offset tariff blow | Menrad Germany to close after over 125 years of business | Inspecs Group rejects shareholder proposal to replace Robin Totterman as company director | Hakim Group gets more private equity support | Synsam slows down stores opening pace to ‘recalibrate growth and profitability’ | Mister Spex finds first positive signs of turnaround program in Q1 margins while revenue drops 13% | Aerial Vision invests in ‘plug-and-play’ eyewear e-commerce startup | Mitsui: firm demand for high-index lens material to keep driving vision care sales in FY25/26 | As wearers base stagnates, sales mix and price hikes drive the European contact lens market | CooperVision downgrades revenue outlook for fiscal 2025 as CL market slows down | Price hikes and dailies drove Menicon’s growth in fiscal 2024-25 | A declining customer base and increased costs weigh on Paris Miki’s performance | Italy’s ANFAO inaugurates ‘Lens of Time’ exhibit | Italy’s centuries-long eyewear tradition on display in Venice | Trump’s tariffs – A timeline

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