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Ray-Ban maker EssilorLuxottica says it more than tripled Meta AI glasses sales in 2025

Feb 11, 2026, 3:16 PM EST1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

The rapid increase in AI glasses sales suggests a strong market demand, reminiscent of consumer tech trends that often lead to further stock appreciation.

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What happened, with direct paths to the underlying reporting

EssilorLuxottica's sales of AI glasses surged, tripling to over 7 million units as demand increases. Meta's strategy to double production to 20 million units, coupled with a long-term partnership extension, indicates strong future growth potential for EssilorLuxottica.

EssilorLuxottica tripled Meta AI glasses sales to over 7 million last year.
Sales are significantly up from 2 million combined in 2023-2024.
New Ray-Ban smart glasses retail for $799, boosting brand visibility.
Meta plans to double production to 20 million units by year-end.
Partnership between EssilorLuxottica and Meta extended for collaboration into the next decade.

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