Luxottica Group S.p.A. (ADR) (NYSE:LUX)

CAPS Rating: 3 out of 5

The Company is engaged in the design, manufacture and distribution of prescription frames and sunglasses in the mid- and premium-price categories.

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Member Avatar GenZStocks (56.65) Submitted: 9/10/2014 8:00:22 PM : Outperform Start Price: $52.43 LUX Score: -5.40

Rayban = the statement sunglasses

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Member Avatar mpdelbuono (67.70) Submitted: 8/10/2013 1:59:17 PM : Outperform Start Price: $54.14 LUX Score: -25.71

Market leader in eyewear design, manufacturing, retail, and insurance. They risk disruption by anti-trust regulations, but I think they're in place to handle that well with low debt and very significant margins that will allow them to react to unexpected situations in the future.

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Member Avatar Mavtech77 (< 20) Submitted: 7/2/2013 12:43:52 PM : Outperform Start Price: $50.18 LUX Score: -24.21

outperform

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Member Avatar SuntanIronMan (99.94) Submitted: 4/1/2013 4:15:36 AM : Outperform Start Price: $49.39 LUX Score: -26.72

Luxottica is the world’s largest eyewear company with a near monopoly on the industry. They are involved in almost everything: eyewear design, eyewear manufacture, eyewear distribution, eyewear retail and even vision care insurance. Looking toward the future, Luxottica will also play a large part in that wearable technology space that Google has been making headlines in with their Google Glass smartglasses. There is very little that happens in the world of eyewear without Luxottica being involved.

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Member Avatar SwingTraderBoss (78.15) Submitted: 2/19/2013 11:52:22 AM : Outperform Start Price: $44.75 LUX Score: -18.81

Lux benefits greatly from its position as global market leader and its high degree of vertical integration in N. A. and Asia-Pac. As well as a strong licensed portfolio, its proprietary brands give it a significant edge vs competitors across the board. High sales exposure to the US makes LUX a US$ play to a point. I expect news flow to continue to improve in coming quarters as NAM performs and recent acquisitions are digested.

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Member Avatar MishuMichou (< 20) Submitted: 1/9/2013 10:22:38 AM : Outperform Start Price: $40.82 LUX Score: -14.43

They basically own the worldwide sun and eye wear market and own great brands like Oakley and other great companies. I believe that people in China / India etc. will get better health care, which includes prescription glasses that LUX manufactures.

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Member Avatar travelmagic (60.65) Submitted: 11/4/2012 9:56:49 PM : Outperform Start Price: $37.01 LUX Score: -7.00

Has no true competitors

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Member Avatar ebigmac (< 20) Submitted: 10/9/2012 2:07:45 AM : Outperform Start Price: $35.42 LUX Score: +2.62

The company has the illusion of competition in the eye ware market when it actually owns most of it - Ray Ban, Oakley, Lenscrafter, Pearl Vision etc.

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Member Avatar NajdorfSicilian (99.88) Submitted: 5/1/2012 3:56:11 PM : Underperform Start Price: $34.31 LUX Score: -2.48

simply too undervalued

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Member Avatar TMFPennyWise (< 20) Submitted: 2/24/2012 10:49:34 AM : Outperform Start Price: $32.92 LUX Score: +4.38

LUX is the leading luxury retailer of popular sunglass brands like Oakley, Porche, Armani, Ray ban and many more (and introducing 'Coach' brand this year) that are sold in both stand alone shops and in major retailers. Luxottica also sells corrective lenses thru their Lenscrafters and Pearl Vision stores and in Walmarts, etc.

LUX is based in Milan and despite world wide retail and wholesale revenues with 60% of sales from North America and 13% from Asia, LUX stock has not escaped some battering of the price due to the EU crises in past quarters. With plans for continued expansion in South America and China in the works and showing increases in revenue in the last half of 2011, I anticipate more upticks in revenue and profits in the quarters ahead. Latest quarterly reports show a 12% sales increase with expectations from the CEO that double digit revenue growth will continue.
The (significant) LT debt of about 3.5B remains constant with a market cap of around 11 B.

Several analysts project a stock price of $36 in the 12 months ahead (to 2/12) and for LUX to outperform the S & P. I see the market for sunglasses and other lenses to expand rapidly in Asia and South America and Luxottica's leadership position enabling them to corner the emerging market share. I anticipate good growth in the quarters ahead for this Mid Cap and I look for LUX to outperform the S & P in 2012.

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Member Avatar bifocals3 (< 20) Submitted: 6/11/2011 8:59:12 AM : Outperform Start Price: $29.20 LUX Score: +12.98

should i hang on to it or sell. bought at 35

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Member Avatar witness1260 (91.80) Submitted: 3/31/2011 9:56:54 PM : Outperform Start Price: $30.97 LUX Score: +9.89

It's almost summer--do you want some new sunglasses? If you do, you have to go through Luxottica. They own Ray-Ban, REVO, Oakley and 9 more brands. If you want to be more fashionable, they produce the sunglass lines of designers including Burberry, Chanel, and Tiffany. On top of all that, they own major distributiors like LensCrafters and Sunglass Hut. Plus, their gross and net margins is twice the industry average (industry? doesn't that imply they have competitors?)
Want more? They have a very solid price to book ratio and a reasonable dividend.
Two quick concerns: they have a lot of debt and don't seem to be as efficient as competitors. Overall, though, I like this company a lot.

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Member Avatar XMFPhila100 (92.56) Submitted: 6/11/2010 3:29:38 PM : Outperform Start Price: $22.50 LUX Score: +35.34

Will benefit from the lower euro, stronger dollar

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Member Avatar drey72 (74.45) Submitted: 3/1/2010 5:55:02 PM : Outperform Start Price: $24.03 LUX Score: +27.27

Millions of chinese will need to wear glasses and they seem to like to wear them!

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Member Avatar A6EIntruder (< 20) Submitted: 7/9/2009 10:21:25 AM : Outperform Start Price: $18.58 LUX Score: +37.58

If you had to be in a business selling widgets, what business would you like to be in?

I'd like to be in one with few mechanical barriers to entry, few technical requirements (besides ANSI, and whomever rates UV/coating efficacy), and very low COGS.

Look at LUX for all those reasons. Brand power is a 'soft' barrier to entry, not a mechanical one, and LUX already plays in the majors. There's nothing new under the sun about technical requirements--another check. Let's talk cost to produce a pair of sunglasses (outside of any licensing)...how much do you think 3 ounces of fancy resin costs to come by?

For these reasons alone you need to put this brand and fashion style powerhouse on your watchlist.

Many have already talked about the a.) strong brands and b.) the market dominance that those represent.

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Member Avatar Windsurfing1 (75.06) Submitted: 6/5/2009 11:26:22 AM : Outperform Start Price: $19.26 LUX Score: +42.30

Market dominance.... bet on more sunglasses... watch the ozon layer, people are vain.... etc.

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Member Avatar MRSTARBUCKS (99.39) Submitted: 5/19/2009 2:59:24 PM : Outperform Start Price: $20.13 LUX Score: +25.40

GOOD SUNGLASSES

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Member Avatar COOLSTOCK (71.42) Submitted: 4/21/2009 3:31:00 PM : Outperform Start Price: $15.39 LUX Score: +80.12

good sunglasses co

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Member Avatar furiousone (71.64) Submitted: 3/30/2009 6:12:44 PM : Outperform Start Price: $14.33 LUX Score: +88.05

If you are wearing glasses made in Italy--whether basic fashion frames like Polo or kicking back in your Ray-Bans or making the scene on Sunset Blvd. in Oliver Peoples you are wearing Luxottica. They have a near monopoly on eyeglasses for the masses. In these troubled economic times, what better--and cheaper--way is there to upgrade your look than getting a new pair of glasses, particularly if they are covered by your vision plan? I like this company and it's cheap right now.

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Member Avatar mediator13 (90.41) Submitted: 11/9/2008 10:57:15 AM : Outperform Start Price: $19.08 LUX Score: +42.38

Strong company, well-priced, will grow.

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