Meta Ray-Ban Smart Glasses: Market Impact Analysis

Zuckerberg unveils $799 Meta Ray-Ban “Display” glasses with a built-in screen and a Neural Band wrist controller; U.S. retail rollout begins Sep 30 at select stores (Best Buy, LensCrafters, Sunglass Hut, Ray-Ban). Oakley Meta Vanguard sport glasses also debut at $499.

Why it matters: First consumer smart glasses from Meta with an in-lens display, tight integration with Meta AI and WhatsApp/Instagram/Messenger, plus an EMG wristband for subtle gesture control. Carrier and big-box distribution aim to push mainstream adoption.

Winners (Long)

$META — New hardware revenue stream and deeper lock-in across Meta AI, WhatsApp, Instagram, and Messenger; glasses + Neural Band bundle at $799 creates daily on-face use cases (messaging, navigation, captions).

$ESLOY — Manufacturing/brand (Ray-Ban) and owned retail (LensCrafters, Sungl ...