EssilorLuxottica ADR (OTCPK:ESLOY) Q3 2025 Sales Call October 16, 2025 12:30 PM EDT
Company Participants
Giorgio Iannella – Head of Investor Relations
Stefano Grassi – Chief Financial Officer
Conference Call Participants
Oriana Cardani – Intesa Sanpaolo Equity Research
Chiara Battistini – JPMorgan Chase & Co, Research Division
Grace Smalley – Morgan Stanley, Research Division
Hassan Al-Wakeel – Barclays Bank PLC, Research Division
Veronika Dubajova – Citigroup Inc., Research Division
Hugo Solvet – BNP Paribas Exane, Research Division
Adrien Duverger – Goldman Sachs Group, Inc., Research Division
Domenico Ghilotti – Equita SIM S.p.A., Research Division
Julien Dormois – Jefferies LLC, Research Division
Presentation
Giorgio Iannella
Head of Investor Relations
Good morning, and good afternoon, everybody. This is Giorgio Iannella from the IR team. Thank you for joining EssilorLuxottica Third Quarter Revenue Management Call. The Group CFO, Stefano Grassi, will walk you through the revenue performance of the last quarter. After his presentation, there will be a 30-minute Q&A session. [Operator Instructions]
With that, I hand it over to Stefano.
Stefano Grassi
Chief Financial Officer
Good morning, and welcome to our third quarter revenue results. We couldn’t imagine today a better start of the second half of this year for EssilorLuxottica, where our revenue posted a record high growth of 11.7% at constant currency, the best result ever for EssilorLuxottica. The 3 largest geographies delivered all double-digit growth with North America up 12.1%, with EMEA up 12.7%, with Asia Pacific up 10.5%. Latin America delivered mid-single-digit quarter with a top line up 5.2%.
Both our segment Professional Solution and Direct-to-Consumer deliver a double-digit quarter. As an additional info for today’s call, the 2 acquisitions, Heidelberg and Supreme, accounts for about 2 percentage points in our sales growth.
The wearables products play a major role in our third quarter growth profile. We really now are building a brand-new category with unprecedented opportunities
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