EssilorLuxottica sells 7 million AI glasses in 2025, tripling sales as Meta partnership surges

EssilorLuxottica Reports Explosive Sales Growth Driven by AI Glasses

EssilorLuxottica posted an 18% surge in fourth-quarter sales, reaching €7.6 billion ($9 billion) in revenue that significantly exceeded analyst expectations of 11% growth 1

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. The French-Italian eyewear giant's performance was propelled by unprecedented consumer adoption of wearable AI through its Ray-Ban Meta smart glasses and Oakley smart glasses developed in partnership with Meta Platforms Inc. The company sold more than 7 million AI glasses in 2025, representing a remarkable acceleration in the wearable tech market 1

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Surge in Demand for AI Glasses Transforms Market Position

The sales growth marks a dramatic shift in consumer adoption of wearable AI devices. EssilorLuxottica more than tripled its AI-powered smart glasses sales compared to the 2 million units sold across 2023 and 2024 combined 2

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. "Our success in wearables is helping to propel the AI-glasses revolution, with our iconic brands being a powerful driver of demand," the company stated 2

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. The partnership with Meta, which began in 2019, has positioned the alliance to stake a lead in the emerging wearable-tech category, with Ray-Ban and Oakley brands proving instrumental in driving mainstream acceptance of smart glasses technology.

Production Capacity Challenges and Profit Margins Face Investor Concerns

The rapid scaling required to meet demand has created challenges for profit margins, contributing to a 22% decline in EssilorLuxottica shares since November highs 1

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. For the full year 2025, adjusted operating margin reached 16%, down 70 basis points from 2024 at constant exchange rates, with tariffs and the ramp-up of AI glasses sales accelerating the impact in the second half 1

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. Despite investor concerns, CEO Francesco Milleri and Deputy CEO Paul Du Saillant assured stakeholders that AI glasses wouldn't permanently dent margins, committing to "solid revenue growth, with the adjusted operating profit's pace broadly aligned" over the next five years 1

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Meta Partnership Expands with Plans to Boost Production Capacity

Meta delayed international expansion of its latest $799 Ray-Ban Display models, introduced in the US in September, due to supply constraints 1

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. The device features neural technology and hand gesture controls, with a small display integrated into one lens 2

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. Bloomberg reported in January that Meta was seeking to double production capacity to 20 million units or more this year to address the supply-demand gap 1

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. Meta extended its long-term partnership agreement with EssilorLuxottica in 2024 to "collaborate into the next decade," signaling sustained commitment to the wearable AI category 2

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. Regional performance showed North America sales advancing 24% in the fourth quarter, while Europe and Asia each topped 10% growth on a constant-currency basis 1

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