The Wearables Market Comes Into Focus
As we get ready for Meta’s ($META) quarterly earnings report and think about consumer electronic markets outside of smartphones and PCs for chip companies, the wearables business at EssilorLuxxotica, the company behind Ray-Ban, Oakley and other eyewear brands, rose 20% year over year in Q3 2026. YTD, that segment revenue is up ~79%, which explains the enthusiasm National Vision ($EYE) CEO Alex Wilkes had when we talked about the wearables category just over a month ago.
At the time of publication, TheStreet Pro Portfolio was long META shares.
