ESSILORLUXOTTICA Q126 RESULTS: - REVENUE: EUR7.13 BLN (EST EUR7.13 BLN) - DEMAND FOR AI GLASSES CONTINUED TO SUPPORT BOTH BRICK-AND-MORTAR STORES, E-COMMERCE IN Q1 - CHINA ACCELERATING, UP LOW TEENS SUPPORTED BY MYOPIA…

EssilorLuxottica reported Q1 2026 revenue of EUR7.13 billion, in line with estimates, driven by sustained demand for AI-powered eyewear across both physical retail and e-commerce channels. The positive momentum in China, with sales up in the low teens, was fueled by strong demand for myopia management products and tech-integrated lenses, signaling resilient consumer spending in the premium optical segment. This performance highlights the growing role of innovation-led demand as a key revenue driver, particularly in Asian markets where myopia prevalence supports structural growth. The results reinforce confidence in the company’s dual strategy of digital integration and medicalization of eyewear, benefiting both brick-and-mortar traffic and online engagement. Traders will watch upcoming consumer health tech adoption data from China’s NMPA and Q2 regional sales disclosures for early signals on whether AI glasses demand can maintain its current trajectory.

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