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    What EssilorLuxottica (ENXTPA:EL) Launching Hearing Glasses Means For Shareholders

    Simply Wall St·10/02/2026 13:18:03
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    • EssilorLuxottica has launched Nuance Audio Plus, an FDA cleared line of invisible, open ear hearing glasses for adults with perceived mild to moderate hearing loss. The range adds improved audio performance, longer battery life, hands free calling and a wider set of frame styles, with prices starting from US$829 in the US.
    • The expansion of Nuance Audio into Nuance Audio Plus positions EssilorLuxottica more firmly in hearing related eyewear. It combines medical functionality with everyday frames and may broaden demand from both first time hearing support users and those seeking a discreet alternative to traditional devices.
    • We will examine how EssilorLuxottica's broader investment narrative intersects with this push into integrated hearing eyewear through Nuance Audio Plus.

    Scan how EssilorLuxottica's push into hearing and AI eyewear compares with other listed players shaping similar themes through our curated 130 healthcare AI stocks.

    EssilorLuxottica Société anonyme Investment Narrative Recap

    To own EssilorLuxottica Société anonyme, you need to believe that its mix of premium eyewear, MedTech and connected glasses can justify ongoing spending on R&D and distribution, even after a share price that has fallen about 47% over the past year. Nuance Audio Plus fits that thesis as another attempt to turn wearables into a meaningful, repeatable line of business.

    In the near term, the key swing factor is whether smart and hearing eyewear can scale without further margin dilution, at a time when inflation and tariffs have already pressured profitability. The bigger risk remains heavy capital allocation into premium and MedTech categories that depend on discretionary budgets and regulatory clearance timelines.

    The launch of Nuance Audio Plus ties directly into EssilorLuxottica Société anonyme's broader push in AI and connected glasses with Meta, including the third generation Ray Ban Meta line and new audio only models. Together, these moves extend the product range from consumer lifestyle into medically oriented hearing support, all inside familiar eyewear brands.

    For you as an investor, the operational question is whether this wider smart glasses portfolio can offset known headwinds like margin pressure, competitive wearables and the complexity of running more direct to consumer channels. Execution on fitting, after sales service, app reliability and retail training will heavily influence how much of the planned pipeline actually shows up in future earnings.

    EssilorLuxottica Société anonyme's current revenues are assumed to rise at about 7.6% a year, with analyst forecasts pointing to about €36.5b of revenue and €3.8b of earnings by 2029, compared with earnings of €2.5b today. This implies an earnings increase of roughly €1.3b over that period.

    Uncover why EssilorLuxottica Société anonyme's fair value indicates a 61% potential upside to its current price, which could close faster than many investors expect.

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

    Exploring Other Perspectives

    Some of the lowest EssilorLuxottica forecasts lean hard into digital disruption risk, arguing online rivals could cap future earnings closer to €3.5b on about €35.9b of revenue by 2029. That is a more cautious story than consensus. With Nuance Audio Plus now in the mix, those views may now be revisited.

    Explore 7 other EssilorLuxottica Société anonyme fair value estimates, including one that suggests it could be worth just €137.50.

    Decide For Yourself

    Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.

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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.