Eyewear Intelligence: Vol 26 - No 9+10

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EssilorLuxottica to turn eyewear into a service and frames into ‘real estate,’ shareholders ear | EssilorLuxottica adds price hikes to US tariffs mitigation arsenal, reports strong Q1 performance | Amazon-backed autofocus glasses startup raises $36m, aims for distribution in the ECP channel | PPG Optical grows with legacy products and innovations, looks for more sustainable processes | HOYA reports positive Q4 results, discusses general strategy, US tariffs | Zeiss tests e-commerce model with partner ECPs in India | Fielmann Group share price jumps on strong Q1 and FY2025 outlook | Kering Eyewear revenue growth slows down to 2% in Q1 | Kering Eyewear builds up in-house supply chain in Belluno | The Vision Council highlights change in US customs tactics, analyzes supply chain scenarios | Eyewear stocks down by 2% in Q1, and by 10% since April 2 | US tariffs turnaround brings the sector some relief but raises questions on spillover effects, ‘de-risking’ policies | US administration focus on transshipments calls for higher vigilance on goods’ country of origin | How will US consumers react to higher eyewear price tags? | Mixed feelings in Fukui over “Made in Japan” eyewear amid export surge | Aiming for critical mass, Groupe Héron plans to almost double sales by 2030 | European market softness weighs on Inspecs FY2024 results | Menrad Germany files for insolvency | Conant Optical revenue and profit up sharply in 2024 on volume and price mix effects | A high-end complement to the Ray-Ban Meta? | Google and Samsung to release their own smart glasses and platform | Antitrust suit threatens Meta’s revenues, perhaps R&D | Debate on eyeglasses reimbursements heats up again in France | UK parents confused over children’s eye care, survey says | iVision Tech sales jump amid M&A

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