LongELJun 2026
EssilorLuxottica
EssilorLuxottica delivered 11 percent constant-currency revenue growth despite weak consumer conditions and pressure across luxury and medtech. Sands believes investor concern…
EL
1 published idea on EssilorLuxottica across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on EssilorLuxottica: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
EssilorLuxottica delivered 11 percent constant-currency revenue growth despite weak consumer conditions and pressure across luxury and medtech. Sands believes investor concern…