Eyewear Intelligence: Vol 26 - No 15+16

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10% CAGR forecast to bring Fielmann’s topline up to €4bn by 2030 | Essilux maintains strong topline growth in H1 but tariffs and wearables slightly dilute margins | Essilux acquires producer of lens monomers | Essilux acquires lens inspection expert A&R | HOYA posts 11% increase in Q1 eyeglass lens revenue, discusses smart glasses strategy | Lenskart files for IPO, acquires a Spanish DTC sunglass brand | Lenskart revenues up 17% for FY25 | Italy Q1 eyewear exports fall 1.5% as industry braces for higher US tariffs | Kering reports flattish Q2 sales and slightly lower H1 margins for Kering Eyewear | Safilo Group topline slightly down but margins reach record highs | Marcolin maintains margins on flattish sales as EMEA becomes sole growth engine | Trump‘s tariffs - A timeline (excerpt) | Italian eyewear industry warns companies risk survival with hefty US tariffs | Unclear US ‘Transshipping’ tariff rate scope keeps Vietnam on its toes | Half of eyewear companies’ stocks fully recovered since US ’reciprocal tariffs’ announcement | Meta takes 3% share in Essilux – with more to come? | China’s e-tail giant to produce smart glasses | Inflation keeps driving the Brazilian optical market as eyeglasses volumes drop | Large-scale and “real-life” French study confirms Miyosmart and Stellest efficiency | New five-year plan at Groupement Optic 2000 | Brand building, distribution and portfolio expansion keep Izipizi in the fast lane

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