EssilorLuxottica AI Glasses Sales Nearly Double in Q2 2026

Sales of AI-powered smart glasses nearly doubled in the second quarter of 2026, providing a significant boost to eyewear giant EssilorLuxottica despite broader market challenges. The company, which owns the Ray-Ban and Oakley brands and partners with Meta on smart glasses, reported the surge in revenue from the category during its latest earnings announcement, though it did not disclose specific unit sales or revenue figures.

The strong performance in AI wearables helped drive an 8.7 percent increase in overall second-quarter revenue to 7.7 billion euros, though this figure slightly missed analyst expectations due to weaker growth in North America. For the first half of the year, the company reported a 15 percent rise in adjusted operating profit to 2.75 billion euros, comfortably beating forecasts. Company executives described the trajectory for AI glasses as one of "exponential growth," with sales expanding across global markets and consumer segments and generating sustainable profits.

This growth comes amid a period of intense scrutiny for smart glasses technology. Meta, in particular, has faced backlash over privacy concerns. Earlier this year, reports surfaced that human...