Relatively small, but their margins are way better. Of course they haven't overtaken Luxottica, but they are growing quick and are still businesses in the billi

Relatively small, but their margins are way better. Of course they haven't overtaken Luxottica, but they are growing quick and are still businesses in the billions. I think online eyewear sales and awareness have been spiking over the last 5 years, and they have serious product market fit. You tell anyone about the existence of online eyewear and the price and they are sold. Luxottica is winning based on market ignorance at the moment IMO, it's only a matter of time.