Revenue distribution by industry:

• Optometry: approx. 70%
• Sunglasses and fashion accessories: approx. 20%
• Eye care and other services: approx. 10%

TOP 3 Markets:

• USA: approx. 40%
• Europe: approx. 30%
• Asia-Pacific: approx. 15%

EssilorLuxottica generates the majority of its revenue from the optometry industry, particularly through the sale of lenses and frames. The USA is the largest individual market, attributed to the strong presence of retail brands and partnerships with opticians.

Europe follows as the second largest market, where the company benefits from a solid infrastructure and brand awareness. The Asia-Pacific region shows growing potential, driven by increasing demand for premium eyewear products.

Production sites:

• Italy
• France
• USA
• China
• Brazil

EssilorLuxottica, a leading company in the eyewear industry, produces its products worldwide at several strategic locations. The main production facilities are located in Italy and France, where the company benefits from its long-standing tradition and expertise in eyewear manufacturing.

In addition, EssilorLuxottica operates production plants in the USA, China, and Brazil to efficiently serve the demand in their respective markets and optimize supply chains. This geographical diversification enables the company to reduce production costs and quickly respond to market changes.

Revenue growth: 7.8% (2024) Profit margin: 15.2% (2024)

EssilorLuxottica pursues a growth strategy based on several pillars. An essential part is the continued integration of Essilor and Luxottica to maximize synergies and increase operational efficiencies. This is intended to be achieved through the optimization of the supply chain and the harmonization of production processes.

Another focus is on expanding into emerging markets, especially in Asia and Latin America, where the company expects a growing demand for eyewear and optical products. EssilorLuxottica plans to strengthen its presence by expanding its distribution network and forming strategic partnerships.

Furthermore, the company is heavily investing in research and development to bring innovative products to the market that meet changing consumer needs. This includes advanced lens and frame technologies as well as the integration of smart glasses features.

EssilorLuxottica also relies on digitization and expanding e-commerce to enhance direct access to customers and optimize the customer experience. This strategy is intended to enable the company to gain market share and ensure long-term growth.

Main raw materials: Acetate, polycarbonate, glass, metals (e.g. titanium, stainless steel)

Main supplying countries: Italy, China, Japan, USA

EssilorLuxottica, as a leading manufacturer of eyewear and optical products, imports a variety of raw materials necessary for the production of eyeglass frames and lenses. Acetate and polycarbonate are essential materials for the production of eyeglass frames, while glass and various metals are used for lenses and frames.

Italy is a significant supplier, especially for high-quality acetate materials produced in the Cadore region. China supplies a variety of plastics and metals used in mass production. Japan is known for providing high-precision optical glasses and special metals such as titanium, valued for its lightness and strength. The USA also contributes to the supply of polycarbonate and other specialized materials.

Market Share: Approximately 30% in the global eyewear market (2023)
R&D Expenditure: Over 200 million euros annually (2023)
Vertical Integration: Encompasses design, production, and distribution

EssilorLuxottica has a significant competitive advantage due to its strong market position and comprehensive vertical integration. With an estimated market share of around 30% in the global eyewear market, the company dominates both the corrective and sunglasses sectors.

The continuous investments in research and development, amounting to over 200 million euros annually, enable EssilorLuxottica to develop innovative products and differentiate itself from the competition.

Furthermore, the company benefits from its vertical integration, which covers the entire value chain from design through production to distribution. This leads to cost efficiencies and better control over quality and brand perception.

Institutional Investor Share: Approx. 70% (2025, estimated based on historical data)

Insider Purchases/Sales: No significant transactions in the last year (2024)

EssilorLuxottica has traditionally had a high proportion of institutional investors, indicating the trust of large investment funds and institutional investors in the stability and growth potential of the company. These investors appreciate the company's strong market position and innovation in the eyewear and optics industry.

In 2024, there were no significant insider transactions, suggesting that the management and insiders have confidence in the company's long-term strategy and financial health. Such transactions are often seen as indicators of management's assessment of the company's future development.

Market share of EssilorLuxottica: approx. 15% (2025, estimated)

Main competitors and their market shares:

1. EssilorLuxottica: approx. 15%
2. Johnson & Johnson Vision: approx. 10%
3. CooperVision: approx. 8%
4. Bausch + Lomb: approx. 7%
5. Hoya Corporation: approx. 6%
6. Carl Zeiss Vision: approx. 5%
7. Alcon: approx. 4%
8. Safilo Group: approx. 3%
9. Maui Jim: approx. 2%
10. Marchon Eyewear: approx. 2%

EssilorLuxottica is a leading player in the eyewear industry and benefits from a strong moat supported by its vertical integration and brand recognition. The company combines the production of lenses and frames with an extensive distribution network, including its own retail stores. This structure allows EssilorLuxottica to reduce costs and maintain control over the entire value chain.

Compared to its competitors, EssilorLuxottica has a significant advantage through its brand diversity, including Ray-Ban and Oakley, as well as strategic partnerships and licensing agreements with leading fashion brands. This enhances customer loyalty and increases barriers to entry for new competitors.

Other companies like Johnson & Johnson Vision and CooperVision focus more on contact lenses and have their own strengths in that area, but not the same breadth in product range and market presence as EssilorLuxottica. Hoya and Carl Zeiss Vision are known for their technological innovations, especially in optics, giving them an advantage in certain segments, but not reaching the comprehensive market presence of EssilorLuxottica.

Overall, EssilorLuxottica has one of the strongest moats in the industry, allowing the company to maintain and further expand its market leadership.

Revenue growth: 7.5% (2024) Profit growth: 6.8% (2024) Market share in the eyewear segment: 27% (2024)

EssilorLuxottica recorded a revenue growth of 7.5% in 2024, attributed to strong demand for optical products and successful integration of digital sales platforms. The company further expanded its market leadership in the eyewear segment, reaching a market share of 27%.

The diversification of the product range and expansion into emerging markets contribute positively to the company's development. Additionally, EssilorLuxottica is heavily investing in research and development to introduce innovative products to the market, which could support long-term growth.

Analysts view the strategic direction and continuous investments in new technologies and markets as positive indicators for the future. These factors could make EssilorLuxottica an attractive investment, especially for investors interested in long-term growth.

Dividend yield: 1.8% (2024)

EssilorLuxottica distributed a dividend with a yield of 1.8% in 2024. The company has a solid history of dividend payments and remains consistent in its payout policy.

EssilorLuxottica is known for its strong market position in the field of optometry and eyewear fashion, which allows for a certain stability in earnings and thus also in dividend payments. The reliability of the distribution is supported by the robust financial performance and the continuous growth of the company.