Added to YB: 2025-04-09
Pitch date: 2025-04-07
WOSG.L [bullish]
Watches of Switzerland Group PLC
+46.83%
current return
Author Info
Asymmetric Ventures Portfolio is a CFA and investor looking for asymmetric investments in Europe and North America. Sign up for the newsletter.
Company Info
Watches of Switzerland Group PLC operates as a retailer of luxury watches and jewelry in the United Kingdom, Europe, and the United States.
Market Cap
GBP 878.4M
Pitch Price
GBP 3.34
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.37
P/E
16.34
EV/Sales
0.86
Sector
Specialty Retail
Category
special_situation
Watches of Switzerland Group: Quick Update
WOSG.L (added to position): Swiss watch tariffs, weak US exports & USD depreciation hit stock -45%. 31% tariff may cut US EBITDA 50%+. Swiss-US negotiations likely; 10% tariff manageable. Rolex CPO unaffected. Long-term thesis intact if deal reached. Short-term consumption weak. Holding position, bought more.
Read full article (10 min)