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EssilorLuxottica ADR (ESLOY) Q3 2025 Sales Call Transcript

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EssilorLuxottica ADR (ESLOY) Q3 2025 Sales Call Transcript

EssilorLuxottica (OTCPK:ESLOY) reported a record-high 11.7% constant currency revenue growth for Q3 2025, marking its best-ever quarterly performance. This strong growth was broad-based, with North America (+12.1%), EMEA (+12.7%), and Asia Pacific (+10.5%) all achieving double-digit increases, and both Professional Solution and Direct-to-Consumer segments also posting double-digit gains. Acquisitions contributed approximately two percentage points to sales, with wearables products also playing a significant role in the quarter's results.

Analysis

EssilorLuxottica (OTCPK:ESLOY) delivered a record-high 11.7% constant currency revenue growth in Q3 2025, marking its best-ever quarterly performance. This robust expansion was geographically broad-based, with North America (+12.1%), EMEA (+12.7%), and Asia Pacific (+10.5%) all achieving double-digit increases, while Latin America grew 5.2%. Both Professional Solution and Direct-to-Consumer segments also posted double-digit gains. Strategic acquisitions, including Heidelberg and Supreme, contributed approximately 2 percentage points to the overall sales growth, complementing organic drivers. Significantly, wearables products played a major role in the quarter's profile, with management noting the creation of a "brand-new category with unprecedented opportunities." The CFO's characterization of these results as an "extremely positive" start to the second half underscores strong operational execution and market demand. This performance, driven by both core business strength and strategic initiatives, suggests positive momentum for the company's fundamental outlook.

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