EssilorLuxottica should ride the Muse wave as well as anyone once it is integrated into the glasses form factor, which is obviously coming, yet the stock is ignoring it. Its valuation has come down from absurd to totally reasonable on a great business and is probably heading back to a premium. x.com 

National Vision trades at a silly 25x trailing EBIT for a relatively weak business with mediocre store growth, so the market is handing over an easy short. Its COVID-reopening surge in eye exams and eyeglasses was lightning in a bottle, yet longs treat it as the baseline, and last quarter included an extra week. x.com