📊 Industry Moves
EssilorLuxottica’s wearables revenue rose 20% quarter over quarter to 486 million euros, driven by Ray-Ban Meta and Oakley Meta smartglasses, and overall sales beat forecasts, with the stock rising on the results. That is smartglasses demand, not fitness-wearable demand, so it says little about running watches or trackers.
Marty’s Take:
EssilorLuxottica’s numbers say smartglasses sell as a lifestyle accessory, not a training tool. The Ray-Ban Meta and Oakley Meta glasses have no heart rate sensor and no recovery data, so they won’t replace anything you wear to train. If you’re picking a device for real workouts, start with our best fitness tracker guide and treat glasses as an add-on.
Shop mentioned gear: Ray-Ban Meta
Source: The Wall Street Journal
