$EL (+2,27 %)

$MC (-0,14 %)

Analysis & Comparison: LVMH vs. EssilorLuxottica

Both companies are absolute heavyweights in the European (particularly French) stock market and global giants, but they serve completely different consumer sectors: LVMH (luxury goods & lifestyle) and EssilorLuxottica (eyewear & optical products).

Here is a detailed comparison of the two business models, their growth drivers, and their investment profiles:

1. Business Model & Brand Portfolio

LVMH (Moët Hennessy Louis Vuitton):

Focus: A diversified luxury goods empire across five main segments: Fashion & Leather Goods (including Louis Vuitton, Dior), Watches & Jewelry (Tiffany & Co., Bulgari), Perfumes & Cosmetics (Sephora, Guerlain), Wines & Spirits (Moët & Chandon, Hennessy), and Selective Retailing.

Strength: Extremely strong, emotional brands with high pricing power. LVMH benefits from the global desire for status, exclusivity, and experiential consumption.

EssilorLuxottica:

Focus: Vertically integrated global market leader in eyewear. The portfolio ranges from world-renowned eyeglass frames and sunglasses (brands such as Ray-Ban, Oakley, and Persol as well as licensed brands such as Prada, Chanel, Armani) to high-precision eyeglass lenses (Essilor, Varilux) and major optical retail chains (GrandVision, LensCrafters).

Strength: “Best-of-both-worlds” integration. They control the entire value chain, from design and production to end-customer sales.

2. Megatrends & Growth Drivers

LVMH:

Key drivers: Growing global prosperity, particularly in emerging markets, as well as the rise of younger consumers (Millennials, Gen Z) who invest in luxury brands at an early age.

Cyclicality: Higher. In times of economic uncertainty or a weakening consumer climate in China, the luxury segment may come under short-term pressure.

EssilorLuxottica:

Key Drivers: Demographic change (aging societies with increasing vision needs) and the megatrend of screen-based work and digital media (rising rates of nearsightedness, or myopia, particularly among young people). Additionally, eyeglasses are viewed as a fashion accessory.

Cyclicality: Lower (more defensive nature). Eyeglasses and vision aids are medically necessary or essential for daily life, which is why demand remains more stable through crises.

3. Margins and Financial Profile

LVMH:

Known for industry-leading operating margins, particularly in the leather goods and fashion sectors. High return on investment, solid free cash flow, and strong brand loyalty typically allow the company to pass on inflation through price increases without difficulty.

EssilorLuxottica:

A profitable and steadily growing business with solid margins. The integration of GrandVision and the expansion of the direct-to-consumer channel (e-commerce and company-owned stores) are further driving efficiency and profitability.

4. Conclusion & Investment Profile: Which Stock Is Right for What?

Choose LVMH if you:

Want to invest in the ultimate, broadly diversified luxury ecosystem.

Are looking for a company that benefits from strong global brand loyalty and pricing power.

Are willing to deal with slightly higher cyclicality (e.g., economic fluctuations in China).

Choose EssilorLuxottica if you:

Are looking for a more stable, defensive business model with a strong foundation in medical and consumer-equivalent products.

Want to capitalize on the indispensable combination of vision health and global lifestyle brands (Ray-Ban & Co.).

Want to benefit in the long term from megatrends such as the aging population and the digital lifestyle.

To further diversify my portfolio and pursue dividend growth, I purchased the following stocks on Wednesday and Thursday, which I am now gradually adding to:

35 shares $UPS (+0,58 %) at €80.99

10 shares $WSO (-0,72 %) at €288.10

50x$VIPER at €35.48

10x $EL (+2,27 %) at €144.82

I also made additional purchases of

20 shares $MBG (+0,91 %) at €42.25

15 shares $MUX (+2,03 %) at €23.02

Currently, there are still approximately 10K available that are scheduled to be deployed in the market before December to expand positions.

The four additions mentioned above will be expanded by approximately 5K.

The other 5K are planned but not yet set in stone for:

Netflix; McDonald’s; Vistra Energy; Deutsche Telekom; and Oracle.

Have a great Sunday, everyone ✌🏽

EssilorLuxottica $EL (+2,27 %) combines eyecare, strong brands such as Ray-Ban and Oakley, its own retail operations, and, increasingly, smart glasses.

Operationally, the picture remains strong: H1 2026 revenue up 9.7% on a currency-adjusted basis, adjusted operating profit up 15%. In Q2, the myopia business grew by 24%, and revenue from AI glasses nearly doubled.

The governance conflict remains a risk, but no operational weakness has been evident so far.

For me, this is an interesting quality compounder that I’m continuing to monitor.

First purchase from $WRBY

Had been on the watchlist for some time, but unfortunately hesitated to buy in...

Briefly: While $META (-0,3 %) with $EL (+2,27 %) gets stuck in demo breakdowns & meta-binding and $AAPL (-1,19 %) comes too late, positions itself $WRBY with $GOOG (+0,81 %) as a smart underdog through Gemini + Android XR

In my estimation, the monopolists have positioned themselves quite poorly strategically:

• EssilorLuxottica ($EL (+2,27 %)) the absolute monopolist in the classic eyewear market, is the first mover in the $META (-0,3 %) as the first mover in the XR/AR glasses sector. We all saw Mark Zuckerberg make two really big demo mistakes at Meta Connect 2025: In the live AI (cooking demo), the AI totally hangs, doesn't respond properly and jumps around - allegedly due to overload/WiFi in the room (not just normal WiFi problem). Then the video call crash: Incoming WhatsApp call comes in, display falls asleep, race condition bug prevents acceptance → Zuckerberg tries several times in vain, finally gives up. Source: The viral video (e.g. https://www.youtube.com/shorts/UcycakgOdEU). => Strategic bonding: EssilorLuxottica is now firmly tied to Meta for the next few years in order to further expand and launch the Oakley and Ray-Ban series. Which means that they cannot collaborate with $GOOG (+0,81 %) and Gemini and have backed the wrong horse in the case of the poorer AI
• $AAPL (-1,19 %) is currently only active in the VR sector with the expensive Apple Vision Pro and has so far missed the entry into lightweight AR/AI glasses as well as generative AI. The recently announced cooperation with Gemini for an upgraded Siri (confirmed on January 12, 2026) is more of a stopgap and only confirms for me that Apple is lagging behind here - my decision to back Warby feels even more right as a result. In the long term, I think Apple could hold its own in the market due to IOS dependencies, but in the short to medium term they will be left out as there are no known ambitions.

New wind in the eyewear market?

In the past, pure design was decisive - and $EL (+2,27 %) was great at dominating the market via licenses and proprietary brands. But now, a change similar to the watch market could come about through smartwatches, and Essilor's business model in the eyewear market could come under pressure if the eyewear market transforms from a purely design-driven market to a technology-driven market.

Will brand or technology be decisive in the future?

Bull-Case:
$GOOGL (+0,84 %) as a strong second mover for AR/AI glasses can therefore only work with Warby Parker (partnership since 2025, launch 2026 confirmed, $150m commitment), as $EL (+2,27 %) blocked by $META (-0,3 %) is blocked.

This means that $WRBY benefits massively from the Android XR ecosystem and has direct compatibility with one of the best smart device APIs via Gemini.

In addition, Google clearly dominates Meta in this respect, as it has its own TPUs - which gives it massive price advantages (efficiency, power-per-watt, scaling) over the current Meta hardware.

Soft Reasons:

• 
  Warby Parker is an American company Founded in New York, with typical US DTC spirit and branding, but with efficient production and supply chains mainly in Asia. This enables good margins and scalability, but there is a certain risk of tariff and trade wars.
• "Buy a Pair, Give a Pair" program For every pair of glasses sold, one pair is donated free of charge to someone in need. By the end of 2024, over 20 million pairs of glasses had already been distributed (source: Warby Parker Impact Report 2024). This not only shows social responsibility, but above all a very well-organized and scalable supply chain - the company supplies significantly more glasses than it sells to paying customers alone.
• Meta pushes the market Meta and EssilorLuxottica are planning to massively ramp up production of Ray-Ban Meta Smart Glasses - the target is 20 million units per year or more by the end of 2026 (source: Bloomberg, January 2026). This proves: The entire AI/smart glasses market is really picking up speed and creating a tailwind for all players, including Warby Parker.
• Meta massively expands compute Meta is currently investing heavily in its own data centers ("Meta Compute" initiative) in order to improve the AI performance in its devices such as the Ray-Ban Meta. In the long term, they are talking about hundreds of gigawatts of capacity (source: Meta Q4 2025 Earnings Call). This shows how serious the competition in the wearables sector is becoming.
• Google is excellently positioned with TPUs Google can operate its Gemini AI particularly efficiently and cost-effectively thanks to TPUs (Tensor Processing Units) developed in-house. This gives it a clear advantage over Meta, which relies on other hardware. Another indication of the trend towards efficient edge AI: NVIDIA acquired Groq's assets and team for around 20 billion dollars in December 2025 (source: Reuters, December 2025). Jonathan Ross, the inventor of the original Google TPU (v1/v2), founded Groq → there is philosophical DNA at TPU too. (deterministic, efficient tensor processing).

In this video, I analyze two exciting high-performance stocks at the end of the year: Netflix and EssilorLuxottica. Both companies have made strong profits this year - and right now investors could also benefit from the typical window dressing effect, which often leads to significant price increases at the end of the year.

Netflix analysis - takeover of Warner Bros & 50% opportunity for 2025 In the video, I go into the following points in detail:

• Latest news & takeover rumors
• Why Netflix could further expand its streaming dominance
• Fundamental strength: sales, cash flow, margins & growth
• Medium-term share price opportunity of 50%
• Valuation, fair value & my price targets
• Chart situation and potential entry points

Netflix is one of the most promising winners of the year and could receive a new rally impulse in 2025 EssilorLuxottica analysis - Stellest glasses & future potential In the video I show you:

• What potential lies in Stellest technology
• Why the share is currently fundamentally strong but overvalued
• Why a performance of around 15% is possible in the short term
• Chart analysis & entry zones

Essilor is a quality company that could benefit enormously in the long term - despite its currently high valuation.

🟢 Why window dressing is important now I also explain: How fund managers want to use the window dressing effect at the end of the year and my conclusion: This video is perfect for you if you want to understand what opportunities Netflix & Essilor offer at the end of the year, how the window dressing effect works, what price targets for both stocks are realistic & how you can position yourself strategically for 2025/2026.

Which stock would be your favorite?

$NFLX (-1,81 %) or $EL (+2,27 %) ?

https://www.youtube.com/watch?v=h0ZvMK5Vots&t=41s

$HEIA (+0,2 %)
$EL (+2,27 %)
$NUE (+1,41 %)
$CDNS (+0,59 %)
$WM (-0,66 %)
$MSFT (+2,41 %)
$V (+2,75 %)
$OR (+2,17 %)
$AZN (+0,44 %)
$MRK (+2,96 %)
$PG (+0,43 %)
$SBUX (-2,23 %)
$BCS (-1,22 %)
$META (-0,3 %)
$BABA (+5,3 %)
$QCOM (-0,25 %)
$AIR (-0,23 %)
$HSBC (+0,6 %)
$GSK (-0,02 %)
$MBG (+0,91 %)
$F (-0,37 %)
$AAPL (-1,19 %)
$AMZN (+3,14 %)
$MA (+2,58 %)
$7203 (+0,21 %)
$SHEL (+0,22 %)
$005930
$SNY (-0,56 %)
$CMCSA (-0,38 %)
$COIN (+4,09 %)
$NET (+5,62 %)
$XOM (+0,57 %)
$CVX (+0,37 %)
$CS (+0,67 %)
$NTDOY (+5,41 %)
$CL (+0,33 %)
$DTG (+0,95 %)
$UNH (+2,98 %)

Good morning my dears,

This is not meant to be an advertisement, because I am not paid by anyone and I do everything here on a voluntary basis because the community is important to me.

I want to discuss things with you again and your opinion is always very important to me.

So far, these new glasses have been more of a flop. Appel has partially stopped production and things haven't gone so well at Meta either. And Mark's dream of the Metaverse remained a dream.

It was said that "the glasses are clunky, heavy and too expensive"

But Qualcomm, among others $QCOM (-0,25 %) and $EL (+2,27 %) Luxottica made it possible to eliminate this problem.

The i Phone wasn't an instant hit either.

Based on the latest developments in price, weight and size, how do you see the chances of a breakthrough?

Is there perhaps even a huge market developing here?

And which companies should be able to benefit?

I look forward to your opinions and points of view in the comments.

Thank you, my dears 😘👓🕶️😎🤓🥸

The Viture Pro XR glasses are currently available from Amazon with an 18% discount. Instead of 549.00 euros, the device costs just 448.99 euros. Over 300 sales in the last few weeks and first place in the "3D glasses" category indicate a high level of interest. The deal is limited in time.

The term XR stands for "Extended Reality". This includes AR (augmented reality), VR (virtual reality) and everything in between. With XR glasses, digital content is superimposed directly into the field of vision without you being completely immersed in the real world. This creates a mixture of digital and real life.

Compared to classic VR glasses, which send you completely into virtual worlds, XR glasses such as the Viture Pro allow you to see your surroundings - and add screens or information to them. Smart glasses are also part of augmented reality, but usually only show simple content such as notifications or text. The Viture Pro goes much further: a large display, powerful sound, 3D and even a bit of a movie theater feeling.

The Viture Pro XR glasses are currently available from Amazon with an 18% discount - instead of €549.00, they cost just €448.99. According to Amazon, the device has been ordered over 300 times in the last few weeks. The offer only runs for a short time and can end at any time.

Bestseller no. 1: Are the Viture Pro XR glasses worth it?

The Viture Pro XR glasses are like a portable movie and work screen for your nose. The integrated micro-OLED display projects a virtual image of up to 135 inches, a refresh rate of 120 Hz and a brightness of over 1000 nits - enough to be able to see anything outside. Thanks to the electrochromic film, ambient light can be almost completely blocked out, which significantly improves the viewing experience.

The glasses are connected via USB-C. Many devices are supported - such as iPhone 15 and 16, Android smartphones, MacBooks, PCs, Steam Deck or the Nintendo Switch. With the SpaceWalker app, you can even use multiple virtual screens, play 3D videos or prepare presentations. So if you want, you can work just as well as watch Netflix or play games.

The glasses weigh just 77 grams, come with an aluminum housing and titanium hinges that look robust. Harman is on board for the sound - this ensures surround sound without the surroundings being able to hear. Content is not visible from the outside, which allows for privacy on the train or in a café.

In a nutshell:

Virtual 135-inch Full HD display with 120 Hz and up to 4000 nits peak brightness

Compatible with iPhone 15/16, Android, Mac, PC, Steam Deck, Switch

Electrochromic film blocks almost 100% of ambient light

SpaceWalker app for multi-screen, 3D and productivity tools

Integrated Harman sound, 77 gram weight, full metal housing

The Viture Pro XR glasses are supplied with: the glasses, a USB-C cable, a carrying case and, depending on the version, adapters. They are controlled via small buttons on the temples. If you like to watch series, play games or work on the move, this is a pretty flexible gadget - which is currently also available at a significantly lower price.

https://www.pcgameshardware.de/Amazon-Firma-17639/News/viture-pro-xr-brille-angebot-amazon-135-zoll-display-1475337/

Meta presents smart glasses with sporting ambitions. $META (-0,3 %)

More battery life and a new camera: Meta has presented new smart glasses in cooperation with the eyewear brand Oakley. They are not a revolution. But they show the company's aspirations.

The Facebook parent company Meta is preparing to expand its position as the market leader in smart glasses and is extending its collaboration with the eyewear group EssilorLuxottica. The companies have been jointly marketing smart glasses in the Ray-Ban design and brand since 2021. In a blog post on Friday, Meta claims to have sold "millions" of pairs of glasses to date. They now apparently want to build on this success with a new model from the Oakley brand.

(further details can be found under the link)

https://www.spiegel.de/netzwelt/gadgets/oakley-meta-hstn-meta-stellt-smarte-brille-mit-sportlichen-ambitionen-vor-a-0192123f-0fe8-411e-8f7d-c259d83e89ba