The competitive landscape of the eyewear industry is undergoing a string of changes. The merger of two eyewear giants, Essilor and Luxottica, will create an industry behemoth that may prove either boon or bane to smaller players. Meanwhile, there is reassessment of corporate strategy in the eyewear licensing business as luxury conglomerate LVMH follows in the footsteps of rival Kering. In this podcast, we assess the winners, losers, white spaces, and challenges created in these latest shifts.