--- title: "Meta joins forces with Best Buy to \"capture\" the offline channels for AI glasses! Goldman Sachs: Limited impact on traditional eyewear retailers" type: "News" locale: "en" url: "https://longbridge.com/en/news/290012065.md" description: "Meta collaborates with Best Buy to set up Meta Lab experience zones in 50 stores for consumers to try on AI glasses. Goldman Sachs believes this collaboration has limited impact on traditional retailers such as National Vision, Warby Parker, and EssilorLuxottica due to differences in their services. Goldman Sachs is optimistic about Warby Parker's ability to attract foot traffic and its advantages in eye exams and eyewear fitting, maintaining its \"Buy\" rating" datetime: "2026-06-17T07:04:16.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/290012065.md) - [en](https://longbridge.com/en/news/290012065.md) - [zh-HK](https://longbridge.com/zh-HK/news/290012065.md) --- # Meta joins forces with Best Buy to "capture" the offline channels for AI glasses! Goldman Sachs: Limited impact on traditional eyewear retailers According to Zhitong Finance APP, Best Buy (BBY.US) and Meta Platforms (META.US) recently announced a new partnership to establish Meta Lab experience zones in 50 Best Buy stores, allowing consumers to try on and experience Meta's AI glasses and VR headset products, including Ray-Ban and Oakley VR glasses. The driving factor behind this collaboration is that 50% of Best Buy customers expressed a desire to personally experience Meta glasses before making a purchase. Therefore, the Meta Lab experience zones will first launch in 5 Best Buy stores in June, and will subsequently expand to more stores throughout the summer and holiday shopping season. Although this collaboration may have potential implications for other eyewear retailers, a research team led by Goldman Sachs analyst Kate McShane found that despite tracking three retailers—National Vision (EYE.US), Warby Parker (WRBY.US), and EssilorLuxottica (ESLOY.US)—that all sell AI glasses, the services they offer are sufficiently different from those of Meta Lab, thus not posing a substantial competitive threat from Best Buy's partnership with Meta. For Warby Parker, which received a "Buy" rating from Goldman Sachs, the firm believes that the collaboration between Meta and Best Buy will further enhance market attention on the company's ability to attract foot traffic, especially ahead of its planned launch of AI glasses (related to projects with Google and Samsung Electronics) this fall. The analyst team stated, "We do not believe this partnership poses a risk, as Warby Parker has integrated optical fitting and lens customization capabilities, along with a broad store network layout." Goldman Sachs is also optimistic about EssilorLuxottica, believing that this collaboration will "expand the sales channels for smart glasses and provide more resources to support consumer education and the widespread application of smart glasses." For National Vision, which received a "Neutral" rating from Goldman Sachs, although Ray-Ban Meta glasses are its fastest-selling item, the chain retailer is able to provide a "seamless shopping experience" that Best Buy cannot replicate. Additionally, National Vision has already offered similar smart glasses demonstration experiences in its stores and is expanding its employee training program for Meta glasses ### Related Stocks - [META.US](https://longbridge.com/en/quote/META.US.md) - [WRBY.US](https://longbridge.com/en/quote/WRBY.US.md) - [BBY.US](https://longbridge.com/en/quote/BBY.US.md) - [METD.US](https://longbridge.com/en/quote/METD.US.md) - [METU.US](https://longbridge.com/en/quote/METU.US.md) - [FBL.US](https://longbridge.com/en/quote/FBL.US.md) - [METW.US](https://longbridge.com/en/quote/METW.US.md) - [FBY.US](https://longbridge.com/en/quote/FBY.US.md) - [FBYY.US](https://longbridge.com/en/quote/FBYY.US.md) - [MAGX.US](https://longbridge.com/en/quote/MAGX.US.md) - [GS.US](https://longbridge.com/en/quote/GS.US.md) - [EYE.US](https://longbridge.com/en/quote/EYE.US.md) - [ESLOY.US](https://longbridge.com/en/quote/ESLOY.US.md) - [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md) - [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md) - [W4VR.SG](https://longbridge.com/en/quote/W4VR.SG.md) ## Related News & Research - [A year after Meta tapped Alexandr Wang to build a new AI model, Zuckerberg has to sell it](https://longbridge.com/en/news/289689756.md) - [Meta’s new ‘AI Mode’ on Facebook pulls from public info across its platforms](https://longbridge.com/en/news/289818430.md) - [Meta's CTO says morale is almost 'the worst it's ever been'](https://longbridge.com/en/news/289961445.md) - [Meta's Zuckerberg admits 'mistakes' made on AI transformation](https://longbridge.com/en/news/289643463.md) - [Meta’s months-old AI unit is a soul-crushing gulag, say the engineers stuck inside it](https://longbridge.com/en/news/289646786.md)