EssilorLuxottica Reports 7% H1 Sales Growth Led by AI Ray-Ban Glasses

EssilorLuxottica, the leading global eyewear maker, reported a 7.3% increase in first-half 2025 sales at constant exchange rates, driven significantly by a tripling in revenue from its Ray-Ban Meta AI connected glasses. Despite challenges from U.S. tariffs and a weaker U.S. dollar, the company's adjusted operating profit rose 4.1% to 2.53 billion euros, slightly under analyst expectations. Growth was further supported by acquisitions such as the streetwear brand Supreme and Heidelberg Engineering, with North American sales up 5.5% at constant exchange rates. EssilorLuxottica reaffirmed its mid-term targets of mid-single-digit annual revenue growth through 2026 and aims for an adjusted operating margin between 19% and 20% by that time. The company emphasized its strategic vision of transforming glasses into the next computing platform by integrating AI, sensory technology, and healthcare data infrastructure. Overall, the strong performance of smart eyewear products underlines EssilorLuxottica's successful push into artificial intelligence-enhanced consumer technology.