Added to YB: 2025-10-23
Pitch date: 2025-10-21
EL.PA [bullish]
EssilorLuxottica Société anonyme
-10.44%
current return
Author Info
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Company Info
EssilorLuxottica Société anonyme designs, manufactures, and distributes ophthalmic lenses, frames, and sunglasses in North America, the Middle East, Africa, Europe, Latin America, and the Asia-Pacific.
Market Cap
EUR 144.8B
Pitch Price
EUR 315.00
Price Target
N/A
Dividend
1.26%
EV/EBITDA
23.66
P/E
60.92
EV/Sales
5.75
Sector
Health Care Equipment and Supplies
Category
growth
EssilorLuxottica (EL France): connected eyewear gains traction as a second growth engine emerges
EL.PA (quick overview): Connected eyewear w/ Meta now several hundred million euros quarterly, driving meaningful growth acceleration beyond easier comps. North America returned to double-digit growth, myopia-control products (Stellest) gaining traction in China. Integrated model advantages widening vs fragmented rivals. Connected eyewear lifting lens attachment rates + margins, opening path to recurring software revenue.
Read full article (2 min)