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EssilorLoluxottica is preparing to double the growth of its legacy smart glasses business made with Meta

Ray-Ban is the first big winner of the artificial intelligence era

Essilorluxottica plans to double the growth of its traditional business thanks to meta-engineered smart glasses

Who doesn't want Ray-Ban?From the iconic 'Aviator' model, which takes us back to the 80s and the mythical image of Tom Cruise in Top Gun, to the modern 'Wafer' model, the brand has been able to reinvent itself and remains a staple in style and technology today.

Essilorluxottica, the manufacturer of Ray-Ban, with the technical glasses, has made a leap in the transaction that can have confirmation of intelligent messages: improving conversations on intelligent messages that can find the history of daily messages or even improve listening to messages.

To seal this strategic alliance, META last summer acquired a minority stake, valued at $3 billion last summer.A few months later, the giant giant offered the public a new generation of products: two updates and a completely new model, Ray-Ban Meta Display, ready to bring a hands-free experience.

These glasses have a monocular screen on the right lens, capable of displaying messages, calls, navigation and subtitles in real time using AI, and are controlled by a touch bracelet (Neural Brand) that interprets gestures.

Although still an emerging category, the potential is huge. According to RBC Capital Markets, the new Ray-Ban sunglasses will contribute between 4 and 5 percent to EssilorLuxottica's annual organic growth through 2034, roughly double the expected growth of its legacy business.

In fact, early signs seem to confirm these predictions.The company recorded its highest quarterly performance in its history, reaching 68.67 million. EUR profit in the third quarter increased by 11.7% year-on-year at constant exchange rates compared to 2024. News since October 1

Francesmezzia, CEO of Tesseriorluca, highlighted the contribution of these smart products from the point of view of retail sales and from the business point of view of technological process keys.Additionally, he is sure that consumer interest has been further boosted by the announcement of launches, which favor e-commerce e-commerce, which has recorded a double-digit increase.

Francesco Malleri, CEO of EssilorLuxottica, highlighted in particular the contribution of smart glasses to this record achievement.

While retail sales increased by 7.8% annually, reaching a turnover of 11 billion 103 million euros, the technological solutions group increased by 3.8% and reached 9 billion 788 million euros.The results show that the growing interest in smart glasses has begun to have a significant impact on EssilorLuxottica's revenues, and also strengthens its leading position in the market.

In this way, the company's new launches and historical results seem to justify its revaluation on the stock market.Its shares have risen more than 35% on Euronext Paris this year, putting them among the top performers in the medical technology and luxury sectors.Of course, the market is already taking some of this optimism into account: it is at quite demanding multiples (44x each), i.e. above expected earnings.44 times higher than the historical average.

Among the analysts who see more potential in the shares of Istilolluxotica, whose target price is up to 355 euros per share to 313.4 euros per share (closing price on Friday. In turn, Jefferies offers a target price of 350 euros based on sales growth of around 6% and 8% until 2028.

Faced with a possible paradigm shift

Although smart glasses do not seek to immediately replace a smartphone, they are presented as a complement that in a few years can become an accessory as sought after as the latest iPhone.

In the words of Mark Zuckerberg, CEO of Meta, users can increasingly perform tasks directly from their glasses: "We will reach a point, maybe in the 2030s, where you will have your phone with you, but it will stay more in your pocket."

Health innovation as a revenue catalyst

ESSSOLRERERELLLORLUATCATCA and Meta not only to change fashion, but also to rebuild the vision and feel good health that expands their home.In addition, ofitashad business has achieved success due to the benefits of increasing aging and increasing disease.

With products like neance, the company aims to improve users' hearing.At the same time, the stellest model combines leadership in the control of myopia in children, with clinical results showing an effectiveness of 67% compared to traditional lenses.

But competitors have followed with interest in the Smart Glass market.While some companies are focused on the truth indicating the truth, with the screens that are making fitness and higher prices, higher citizens, giants like Xiaomi or Google are moving forward with their own models.However, the latest Ray-Ban meta includes three unique cards: The established international distinction, a competitive price between the related luxury and lifestyle.

So, in a market that could repeat the smartphone boom of 2007, estiloluxottica is emerging as the best player to transition to the smart consumer crowd.

Who has never wanted to ban Ray?To the 1980s of the USA, to the modern "Warvester" to the 1980s and to the miniature of the modern "Nurse", this brand is able to voluntarily and develop this technology and the technology from the "Aviator" model.

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