Research
FORUM TRANSCRIPT

Watches of Switzerland – Growth Expectations & Expansion Outlook – 10 January 2022

  • Public Equity
  • Consumer
  • Global
PREMIUM

Specialist

Former Head, Watches of Switzerland at Aurum Holdings Ltd

Agenda

  • Organic and inorganic revenue growth expectations in the UK and US, discussing opportunities to diversify the brand and category mix away from supply-constrained brands
  • Channel expansion, including multi- and mono-brand stores and online growth
  • Cost and profitability dynamics, touching on EBITDA improvement opportunities
  • International acquisition opportunities and sector consolidation expectations

Questions

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