Eyewear Intelligence: Vol 26 - No 13+14

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Specsavers FY2024-25 growth largely driven by the UK as most other markets stagnate | German optical market up on sales mix and inflation as volumes inch further down | Spanish optical market up 3% in 2024 despite flattish lens sales | Inflation more than offset volume drops in the US optical market ahead of Trump tariffs roll out | France social security to partly refund Hoya’s Miyosmart lens | ZEISS Vision Care enters ortho-k category with acquisition in Asia | Kering Eyewear acquires Lenti from Safilo | DEG takes over MENRAD’s house brand and three license deals | AKN Group acquires Götti and Eyetech | Afflelou Group Q3 sales up 5.7%, driven by France | E-commerce software group enters the DACH optical retail market | EssilorLuxottica keeps retail expansion focus on APAC with new acquisition | Delfin shareholders reportedly seek exclusive focus on Essilux investment | Next brand to receive Meta tech is Oakley | Smart glasses from Xiaomi, or eyewear as consumer electronics | Snap to make second entry into consumer market for smart glasses | Rokid’s new AR glasses incorporate a payment system | Vision Expo switches to a shorter single annual event format with rotating locations from 2026 | Arts Optical reports flattish ODM sales in H2, expects ‘very tough’ US business in 2025 | An advance in electric contact lenses?

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