Update shared on04 Sep 2025
With consensus forecasts for both revenue growth (6.1% per annum) and discount rate (7.01%) unchanged, there is no revision to the analyst fair value target for EssilorLuxottica, which remains at €265.94.
What's in the News
- EssilorLuxottica and Meta Platforms have launched Oakley Meta, a new line of performance-focused AI smart glasses featuring advanced PRIZM lens technology, Ultra HD 3K recording, open-ear speakers, significantly longer battery life, and a smart charging case (Key Developments, 2025-06-20).
- The Oakley Meta HSTN, the initial model in this collection, aims to build on the commercial success of Ray-Ban Meta, which has sold millions of units globally since launch (Key Developments, 2025-06-20).
- Meta is expanding its wearable hardware partnerships into luxury fashion with plans to release smart glasses under both the Oakley and Prada brands, leveraging Luxottica’s licensing agreement with Prada renewed for 10 years in December (CNBC, 2025-06-17).
- The Oakley version of Meta's smart glasses is expected to retail at around $360, offering enhanced weather resistance compared to prior models (CNBC, 2025-06-17).
- EssilorLuxottica has scheduled a board meeting on July 28, 2025, to review and approve its condensed consolidated interim financial statements for the six months ended June 30, 2025 (Key Developments, 2025-07-29).
Valuation Changes
Summary of Valuation Changes for EssilorLuxottica Société anonyme
- The Consensus Analyst Price Target remained effectively unchanged, at €265.94.
- The Consensus Revenue Growth forecasts for EssilorLuxottica Société anonyme remained effectively unchanged, at 6.1% per annum.
- The Discount Rate for EssilorLuxottica Société anonyme remained effectively unchanged, at 7.01%.
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