Eyewear Intelligence: Vol 27 - No. 8

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EssilorLuxottica reverses margin slide in H1 as wearables mature and medtech ambitions widen | Delfin considering asset spinoff, shareholding pact for controlling Essilux stake | Lenskart’s profit triples as India and international both post double-digit growth in Q1 | Fielmann’s H1 results reflect a widening gap between home and abroad market dynamics | HOYA Q1 lens sales up double digit, driven by Asia and currency effects | Kering Eyewear keeps outperforming as group returns to growth in H1 2026 | Safilo’s H1 margins soar on tariff refunds as sales slide deepens | Italy eyewear exports fall 6.1% in Q1 as US market continues to shrink | National Vision leans further into premiumization as top-line growth cools | Mister Spex reports strong margin gains but double-digit sales drop in Q2 | Warby Parker banks on eye exams and “Intelligent Eyewear” to drive customer acquisition after mixed Q2 | Alcon sees 5% rise in CL sales, posts record global share in Q2 | Bausch + Lomb reports broad-based 5 percent uptick in CL sales in Q2 | Expired US import duties quickly replaced by new tariffs, with another layer looming | ZEISS bets on eye-tracking as smart glasses learn to look inward too | AI glasses drive Meta’s Reality Labs revenue growth as unit losses widen | Meta tightens camera privacy controls while reportedly exploring always-on recording | Samsung’s new AI glasses: same silhouette, same guts, still no price tag | Gentle Monster plans to quadruple overseas stores as AI glasses launch nears | SENZ and the bid to bundle AR’s visual stack | Xpanceo and JBD tackle the smart contact lens’s toughest circuit | JINS reports double-digit revenue growth, lower margins in 9M results | Asia-led ODM growth powers Sun Hing’s H2 rebound

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