ESLOF News and Press, EssilorLuxottica From 12/05/21

Dan Loeb's 13F portfolio value increased from $17.08B to $18.32B this quarter. The number of positions decreased from 126 to 113. Third Point increased Amazon while decreasing Intel and dropping JD.com, SoFi Technologies, and Uber Technologies during the quarter. The top three pos...

EssilorLuxottica charges high prices for frightfully cheap products, marking them up by a factor of 20x. While the retail model is holding in this industry, everything can be digitalised with enough technological prowess, even prescription eyewear. Relationships with exclusive fas...

Uniquely, Facebook is working on AR glasses and a metaverse to go along with it. Their collaboration with Ray-Ban on smart glasses is the latest public manifestation of this very long term project. Facebook believes they are working on the future of computing. For further de...

Dan Loeb's 13F portfolio value increased from $14.83B to $17.08B this quarter. The number of positions increased from 125 to 126. Third Point added SoFi Technologies and increased Intel Corp. and Cano Health during the quarter. They also dropped IAA Inc. and reduced Charter Communicat...

Facebook (FB +1.4%) and Ray-Ban (OTCPK:ESLOF) have a teaser up that appears to promote their planned smart glasses with an event coming Thursday. The release of new glasses was set up by Facebook chief Mark Zuckerberg in the company's July earnings call: "Looking ahead here, the next product ...

EssilorLuxottica Société anonyme (ESLOF) Q2 2021 Results Conference Call July 30, 2021 04:30 AM ET Company Participants Francesco Milleri - CEO Stefano Grassi - CFO Paul du Saillant - Deputy CEO Conference Call Participants Graham Renwick - Berenberg Elena Mariani - Morgan Stanley L...

EssilorLuxottica finally closes the acquisition of HAL's 76.72% stake in GrandVision. While the acquisition terms remain consistent with the 2019 agreement, the longer-term strategic positives are key. The upcoming earnings report could provide visibility into potential synergies ...

HOYA is an attractive blend of growth and defensive themes, remains well-capitalized and management actively allocates capital for shareholder returns. Growth areas include EUV mask blanks and endoscopes, and cash cow activities include contact lenses and HDD glass substrates. We ...

Dan Loeb's 13F portfolio value increased from ~$13B to $14.83B this quarter. The number of positions increased from 73 to 125. Third Point added Paysafe, CoStar Group, and Uber Technologies while dropping Alibaba Group Holdings and Fidelity National Information Services. The top t...

EssilorLuxottica Société anonyme (ESLOF) Q4 2020 Earnings Conference Call March 12, 2021 04:30 AM ET Company Participants Paul du Saillant - Deputy CEO Stefano Grassi - Co-CFO David Wielemans - Co-CFO Pierluigi Longo - Head of M&A Conference Call Participants Cedric Lecasble - S...