Strong Revenue Growth: EssilorLuxottica reported a 7.3% revenue growth at constant currency for H1 2025, with significant momentum across all regions. North America grew by 5.5%, Europe by 9.1%, and Asia-Pacific by 8%, indicating a balanced performance across markets. This consistent growth reflects the success of new product introductions and retail strategies.
Expansion in Wearables and MedTech: The company is investing heavily in MedTech and smart eyewear. The recent acquisition of Optegra Eye Clinics and the launch of Oakley Meta and Ray-Ban Meta smart glasses position EssilorLuxottica for long-term growth in innovative healthcare solutions. This focuses on leveraging AI and data collection for enhancing eye health and overall wellness.
Positive Operational Margins: Despite inflationary pressures and tariffs, EssilorLuxottica maintained a stable adjusted operating margin year-over-year, with effective cost management contributing to the resilience. Operating expenditures (OpEx) decreased by 70 basis points, demonstrating the company's efficiency in controlling costs while continuing to invest in innovation.