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Added to YB: 2025-09-09

Pitch date: 2025-09-07

WOSG.L [neutral]

Watches of Switzerland Group PLC

+39.08%

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 3.53

Price Target

N/A

Dividend

N/A

EV/EBITDA

5.37

P/E

16.34

EV/Sales

0.86

Sector

Specialty Retail

Category

growth

Show full summary:
WOSG Q1 2026 Business Update: Market Reacts Positively Amid Tariff Uncertainty

WOSG.L (earnings update): Q1 2026 update shows strong US trading despite 39% Swiss tariffs; UK demand stable +3% ASP; CPO segment tariff-exempt; brands front-loaded US exports +25% Jan-July. Bond Street flagship & US Roberto Coin expansion on track. Tariffs to pressure 2H26-27 but long-term thesis intact.

Read full article (3 min)