Report
Jean Danjou

EssilorLuxottica : La recovery fait de la résistance, cas d’investissement renforcé

>La recovery des revenus et de la marge s’est confirmée sur le T4 malgré les obstacles, nous ajustons de +2% nos chiffres 2020 - Nos prévisions d’activité pour le T4 2020 étaient clairement prudentes (croissance à -4% à tcc après -1% au T3) et les publications intervenues sur le secteur (cf. tableau ci-après) en amont de la publication de EL (prévue pour le 12 mars) suggéraient un T4 assez correct dans le monde de l’optique en dépit des contraintes créées par la crise...
Underlying
EssilorLuxottica SA

Essilor International (Compagnie Generale d'Optique) designs, manufactures and sells ophthalmic lenses, ophthalmic optical instruments and equipment. Co.'s activities are divided into three segments: Lenses and Optical Instruments (Co. designs, manufactures and customizes corrective lenses such as: Varilux (progressive lenses); anti-reflective, smudge-proof and anti-static lenses (Crizal); Nikon lenses, Transitions variable-tint lenses and Kodak lenses under agreements; polarized lenses (Xperio) and fog-proof lenses (Optifog)), Equipment (Co. produces, distributes and sells equipment and consumables used by prescription laboratories) and Readers (Co. designs and sells reading glasses).

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Jean Danjou

ResearchPool Subscriptions

Get the most out of your insights

Get in touch