1、Barclays Capital Inc.and/or one of its affiliates does and seeks to do business with companiescovered in its research reports.As a result,investors should be aware that the firm may have aconflict of interest that could affect the objectivity of this report.Investors should consider thisreport as on

2、ly a single factor in making their investment decision.This research report has been prepared in whole or in part by equity research analysts basedoutside the US who are not registered/qualified as research analysts with FINRA.(iii)This author is a member of the EMEA Equity Research department who m

3、ay publish equityand debt research(iv)This author is a registered US equity research analyst who is subject to US FINRA Rule 2241Please see analyst certifications and important disclosures beginning on page 81.European Medical Technology&ServicesAlong the Eyecare ContinuumToday we initiated on Europ

4、ean eyecare companiesEssilorLuxottica(OW)and Carl Zeiss Meditec(OW),and in thiseyecare industry deep-dive offer a survey of globaloptometrists,KOL calls across optometry andophthalmology,as well as detailed revenue and patientmodels and market share analysis.ListenEyecare is one of the largest end-m

5、arkets at the intersection of European MedTech andconsumer sectors,which we believe offers a compelling long-term growth opportunitysupported by demographic trends,rising awareness,and innovation.EssilorLuxottica(OWsee our detailed report here)and Carl Zeiss Meditec(OW see our detailed report here)l

6、ook well-positioned to benefit from these structural tailwinds.In this industry piece,weprovide a primer on the sector alongside a survey of global optometrists,KOL calls acrossoptometry and ophthalmology,proprietary credit card data analysis from our DataScience team,as well as detailed revenue and