All Eyewear Intelligence articles in Volume 27 No. 8 – Page 3
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ArticleWarby Parker banks on eye exams and “Intelligent Eyewear” to drive customer acquisition after mixed Q2
Warby Parker reported second-quarter revenue of $235.5 million, up 9.8 percent year over year, a slight acceleration from the 8.3 percent pace recorded in the first quarter. The improvement was driven far more by higher spending per customer than by new customer acquisition. Average revenue per customer rose 6.6 percent ...
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News briefs
Want ad prompts speculation over biometric glasses from Apple
A want ad posted by Apple’s Vision Products Group has led to speculation about what the tech giant might be planning in the way of smart glasses. The ad specifies no sensor, feature or even device. What it does is call for a “strategic product design leader” to “define the ...
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News briefsKits posts record revenues for Q2
Kits Eyecare’s revenue rose 17.8 percent to a record 58.4 million Canadian dollars (€36.1m) in the second quarter, up from C$49.6 million a year earlier. Glasses led the advance, growing 54.0 percent to C$11.1 million (€6.9m) – and to nearly one-fifth of revenue. Premium lens upgrades made up 45.2 percent ...
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ArticleAlcon sees 5% rise in CL sales, posts record global share in Q2
Alcon has posted contact lens sales of $726 million in the second quarter of 2026, up 5 percent from the year earlier on both a reported and constant-currency basis. Product innovation and price increases were partly offset by declines in legacy products. Alcon’s contact-lens business sits within its Vision Care ...
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News briefsDuckDuckGo spoofs Meta with $35 ‘dumb’ sunglasses
For years it has been CEO Mark Zuckerberg’s grand design to change the “form factor” for mobile computing. Now the public has devised a nickname for Meta’s solution: “pervert glasses.” The often indiscrete footage filmed with Meta’s smart glasses has led to a class-action lawsuit and to stricter policies at ...
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ArticleMister Spex reports strong margin gains but double-digit sales drop in Q2
Consistent with recent quarters, Mister Spex’s topline fell sharply in Q2 while profitability rose sharply. Management has repeatedly signaled a willingness to sacrifice turnover for margin, but the tone now appears to be shifting. “The improvement in adjusted EBITDA shows that our sharper focus on revenue quality, gross margin and ...
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News briefs
Menicon Q1 results driven by daily lens growth, ortho-k rebound
Menicon’s net sales rose 7.0 percent year on year to ¥32.4 billion (€174m) in the three months ended June 30, 2026, aided by yen depreciation against the euro and the US dollar. Vision Care revenue increased 7.1 percent to ¥30.2 billion (€162m). Daily contact lens sales remained the group’s main ...
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News briefsGerman digital-rights group takes on the smart-glasses supply chain
HateAid, the Berlin digital-rights group, has filed a criminal complaint against the management of Meta, the brands Ray-Ban and Oakley (both EssilorLuxottica units), and four retailers: Fielmann, Apollo-Optik (also part of EssilorLuxottica), Mister Spex and MediaMarkt. Filed Aug. 12 with Frankfurt’s cybercrime unit, ZIT, the complaint targets the Ray-Ban Meta ...
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ArticleLenskart's profit triples as India and international both post double-digit growth in Q1
Lenskart’s first quarter of fiscal 2026-27 (April-June) delivered broad-based growth across its business, alongside a marked step-up in profitability. Consolidated revenue from operations rose 33.6 percent year on year to INR 2,714 crore (€241.7 million), with India up 30.7 percent to INR 1,531 crore (€136.3 million) and International up 38.0 ...
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ArticleNational Vision leans further into premiumization as top-line growth cools
National Vision Holdings reported second-quarter net revenue of $498.8 million, up 2.5 percent year-on-year, extending a deceleration in top-line growth that has now run for three consecutive quarters: from 15 percent in the fourth quarter of fiscal 2025 to 6.6 percent in the first quarter and now 2.5 percent in ...
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News briefsVSP Vision examines the optical shop’s evolution
VSP Vision’s new report – drawing on such previous reports as “The Patient of the Future” and “The Future of Oculomics” – predicts the evolution of eyecare practices under the impulse of tech, notably AI. “The Practice of the Future” argues that two forces are acting upon the industry concurrently ...
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News briefs
Gentle Monster’s K-eyewear challenger reportedly lands €60m investment deal
Affirma Capital Managers Korea, a private equity fund, has signed a 100 billion won (€61m) investment agreement with South Korean eyewear brand Blue Elephant, valuing the company at 400 billion won (€244m), according to Seoul Economic Daily, citing venture industry sources. Once completed, Affirma Capital is expected to hold a ...
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News briefs
Intermestic H1 revenue up 80.7 percent, margins contract as Megane Super integration weighs on mix
Intermestic, parent of Japanese retailer Zoff, reported consolidated net sales of ¥43.3 billion (€234m) for the six months ended June 30, 2026, up 80.7 percent year on year, driven by the integration of Megane Super. The Domestic Business segment posted sales of ¥43.0 billion (€233m), up 81.7 percent, with segment ...
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News briefs
Mitsui Chemicals vision care volumes rise in Q1 driven by high-index lens materials
Mitsui Chemicals’ Life & Healthcare Solutions segment, which includes vision care materials alongside oral care, agrochemicals and nonwovens, reported sales revenue of 62.2 billion yen (€337 million) in the first quarter of fiscal 2026 (April to June 2026), up 10.5 percent year on yearr. Operating income before special items for ...
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News briefs
SDC Technologies deepens investment in flō Optics, takes board seat
SDC Technologies, the specialty coatings subsidiary of Mitsui Chemicals, has significantly expanded its investment in flō Optics as lead strategic investor in the Israeli company’s recently completed SAFE (Simple Agreement for Future Equity) financing round. SDC will also appoint a representative to flō Optics’ board of directors. The move builds ...
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News briefs
ZEISS wins FDA clearance for cloud-based patient data platform
Carl Zeiss Meditec has received 510(k) clearance from the US Food and Drug Administration for ZEISS CLINIC 360, a cloud-based software platform for ophthalmology practices. The system pulls together diagnostic imaging data, electronic medical records and other practice information into a single patient view, allowing clinicians to track disease progression ...
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PDF NewsletterEyewear Intelligence: Vol 27 - No. 8
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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