Eyewear Intelligence: Vol 27 - No. 3

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Essilux wraps 2025 with startup-like topline growth but slightly lower profits | Reported Meta-Essilux arm-wrestling on AI glasses pricing highlights diverging priorities | Meta AI glasses sending intimate data to third parties? | Lower margins on slightly higher sales for Kering Eyewear in FY2025 | Fielmann reports 7% sales hike, solid margin gains for FY2025 | Fast topline growth, slightly squeezed margins for Synsam in FY 2025 | Vision Group CEO sees ‘a lot of white space’ to expand store fleet | National Vision sees adjusted comp sales rising 3-6% as product mix, customer shift continues | Warby Parker gears up for launch of AI glasses, expects 10-12% sales growth in 2026 | Lenskart stock price gets a boost after strong Q3 results | Zoff slows down in Q4, prepares for Megane Super integration | Bidco is set to acquire INSPECS but may have to compose with Safilo | Alcon reports 7% CL sales uptick in Q4, underlines price resistance outside North America | Bausch + Lomb Q4 contact lens sales rise 10% | Cooper reports 3% CL sales hike, higher margins in Q1 | Leaked Apple AI glasses plans suggest group is mostly playing catch-up in category | Topcon Healthcare launches EMEA innovation center | Repeat customers and eyeglasses drove KITS 27% revenue growth in 2025 | Rudy Project ready for strong US push | Italy-Austria Micro-Alps project on microplastics waste management bears first fruit | TOG ends difficult FY2025 with solid Q4 | Del Vecchio heir looks to increase stake in controlling shareholder | US Optical Market: How The Vision Council’s ‘Market inSights 2025 Report’ brings greater clarity

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