EL.PA · EssilorLuxottica SA

EURO STOXX 50 · Euronext Paris

Risiko 4/10 · Optical Monopoly Compounder · €168.65 ▲ 1.96%

Kennzahlen

• Price €168.65
• Market cap €77.5B
• P/E (ttm) 33.87
• Div yield 2.42%
• 52-wk range €160.60 – €323.80

Wichtigste Risiken

• Antitrust/regulatory challenge to vertical integration in key markets (Business model and M&A optionality) — HIGH
• Online direct-to-consumer lens disruptors (Warby Parker, Zenni) gaining mass-market share (Retail and wholesale volume) — MED
• Integration complexity from ongoing GrandVision and legacy Luxottica IT harmonisation (Cost synergy realisation) — MED
• FX exposure (USD/EUR primary) (Reported margins) — LOW

Fazit

Extraordinary structural moat via vertical integration; the risk is regulatory rather than competitive — regulators are watching this model closely.

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