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    Is EssilorLuxottica (ENXTPA:EL) Quietly Recasting Its Moat Through Science-Led, AI-Driven Eyewear Innovation?

    Simply Wall St·12/10/2025 19:25:05
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    • EssilorLuxottica recently created a high-profile Scientific Advisory Committee of globally recognized experts in physics, ophthalmology, audiology, mathematics and bioethics to guide its research in areas such as oculomics, AI and optics.
    • This move signals a deeper push to fuse advanced science with wearable technology, potentially sharpening the company’s edge in AI-powered eyewear and broader health-focused innovation.
    • We’ll now examine how EssilorLuxottica’s new Scientific Advisory Committee, alongside rising Ray-Ban Meta smart glasses momentum, could influence its investment narrative.

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    EssilorLuxottica Société anonyme Investment Narrative Recap

    To own EssilorLuxottica, you need to believe in its ability to turn leadership in lenses, frames and brands into long-term returns, while scaling new MedTech and smart eyewear lines without eroding margins. The new Scientific Advisory Committee may support that thesis over time, but the near term catalyst and risk still sit with execution and profitability in AI glasses, where wearables remain relatively small yet margin dilutive.

    Among recent developments, the Ray-Ban Meta smart glasses momentum stands out, with EssilorLuxottica indicating these AI-powered products added more than four percentage points to sales growth over the last nine months, even if they remain a modest revenue contributor. This ties directly into the key catalyst of smart eyewear and AI-enabled vision solutions, but also underlines the execution risk around scaling such products while keeping pricing power and profitability intact.

    Yet for investors, rising privacy scrutiny and intensifying competition in AI glasses mean the real risk to watch is...

    Read the full narrative on EssilorLuxottica Société anonyme (it's free!)

    EssilorLuxottica Société anonyme's narrative projects €32.6 billion revenue and €3.7 billion earnings by 2028. This requires 6.1% yearly revenue growth and an earnings increase of about €1.3 billion from €2.4 billion today.

    Uncover how EssilorLuxottica Société anonyme's forecasts yield a €318.65 fair value, a 12% upside to its current price.

    Exploring Other Perspectives

    ENXTPA:EL 1-Year Stock Price Chart
    ENXTPA:EL 1-Year Stock Price Chart

    Eight Simply Wall St Community valuations span roughly €200 to €400 per share, so you see very different views on EssilorLuxottica’s potential. Set that against the execution and adoption risk in smart eyewear and you may want to compare several of these perspectives before forming your own view.

    Explore 8 other fair value estimates on EssilorLuxottica Société anonyme - why the stock might be worth 30% less than the current price!

    Build Your Own EssilorLuxottica Société anonyme Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    • A great starting point for your EssilorLuxottica Société anonyme research is our analysis highlighting 2 key rewards that could impact your investment decision.
    • Our free EssilorLuxottica Société anonyme research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate EssilorLuxottica Société anonyme's overall financial health at a glance.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.