EssilorLuxottica

Revenue illusion: Ignoring the full picture

17/10/25 -"This quarter was strong, driven by the launch of new AI products. We were surprised by the very strong performance in North America and Europe. However, we continue to think that the upcoming months ..."

PDF page sample
Pages
57
Language
English
Published on
17/10/25
Download
You may also be interested by these reports :
17/10/25
This quarter was strong, driven by the launch of new AI products. We were surprised by the very strong performance in North America and Europe. ...
17/10/25
Drägerwerk delivered solid preliminary Q3 2025 numbers. Revenue of €833m was up 10.1%, translating into a 370bps expansion in the EBIT margin to 6.8% ...
14/10/25
Since our last Carl Zeiss Meditec (CZM; BUY; Germany) idea kicker in June 2024, a lot has gone wrong for the German Medtech. Results weakened due to: ...
10/10/25
Key conclusions: Chinese manufacturers can produce Meta Rayban-like glasses for €25. The margin dilution impact of Meta Ray-Ban is probably lower ...

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking NO
Trading in corporate shares NO
Analyst ownership NO
Advising of corporate (strategy, marketing, debt, etc) NO
Research paid for by corporate NO
Provision of corporate access paid for by corporate NO
Link between and a banking entity NO
Brokerage activity at AlphaValue NO