Eyewear Intelligence: Vol 27 - No. 2

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US optical market up 4% in 2025 despite lower volumes | Italian eyewear exports fall 4% in 2025 as sales to US tumble, industry pivots to other markets | Italy’s eyewear sector ramps up export promotion efforts | MIDO attendance holds steady despite market difficulties | Meta and Essilux reported AI glasses capacity doubling no easy task | Meta Reality Labs revenue up only slightly in 2025 despite three-fold jump in wearables sales | Hong Kong smart eyewear company seeks ‘billions of dollars’ in damages from Meta-Essilux | HOYA eyeglass lens sales up 11% in Q3 despite soft US/Europe performance | ZEISS targets cognitive overload with clearer lenses | IOT new lens tech promises leaner process, no water usage and no plastic waste | Mitsui reports modest Life & Healthcare revenue hike, discusses vision care strategy | The European eyecare sector remains an attractive M&A market | Safilo reports sales slowdown, higher margins for Q4 | Bidco builds up stake in INSPECS amid stalled takeover process | House of Modo launches $200 smart audio glasses, revs up growth plans with new investors | Johnson & Johnson Q4 contact lens sales grow 7.6% | Menicon turns 75 with brand new dailies factory in Malaysia | Opti finds momentum in stubbornly stagnant German optical market | Kenyan retail startup aims for scale and impact in East Africa | Macron’s Davos shades put Henry Jullien in the spotlight | Tenpoint wins FDA approval for presbyopia drops, raises $235m

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