Eyewear Intelligence: Vol 26 - No 21+22

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Lenskart’s 240x earnings valuation raises some eyebrows | EssilorLuxottica posts record growth in Q3 as wearables boom comes with side benefits | Fielmann reports higher margins, 4% Q3 sales hike despite Germany slowdown | National Vision raises guidance again as sales momentum continues in Q3 | Warby Parker moderates 2025 sales growth guidance, pitches ‘third act’ of innovation | HOYA reports fast topline growth but lower margins | Kering reports progress in Q3, stresses eyewear is a core asset after beauty unit sale | Safilo reports solid margin gains on mixed regional sales | Marcolin posts strong Q3 ahead of VSP Vision takeover | Private equity firms look at Inspecs takeover, Safilo too but only for some assets | Investor pressures Inspecs for sum-of-the-parts deal | Modo gets $100m cash injection | Bausch + Lomb Q3 contact lens sales rise by 8%, evaluates potential deal with Cooper | French consumers spent €8.3bn on eyeglasses and contact lenses last year | Eye care and telemedicine in France: a case study | Topcon launches global oculomics platform, bolsters Harmony in Europe | Essilux makes Stellest smart, expands scope to not yet myopic children | Aspiring smart-glasses producer raises $250m | Optiswiss accelerates its international development | EssilorLuxottica launches new B2B event with focus on innovations | Ultracheap Blacksheep flagship store to open at Paris’ BHV – except not | Allsides set to open NY flagship as it expands capacity, fine-tunes scanner technology

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