Added to YB: 2025-09-15
Pitch date: 2025-09-12
WOSG.L [bullish]
Watches of Switzerland Group PLC
+37.83%
current return
Author Info
No bio for this author
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 3.56
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.37
P/E
16.34
EV/Sales
0.86
Sector
Specialty Retail
Category
turnaourn
WOSG: Signs of a turn for luxury watches, with tariff risk the main swing factor
WOSG.L: Watch market stabilizing after 3yr bear market. Consumer interest +21.4% YoY, brand traffic +19% YoY, secondary prices stopped falling. Trades 9x TEV/EBIT at historical low. US tariff risk (up to 39%) vs potential diplomatic relief. 48% US revenue exposure. Base case: tariff delay/reduction drives sales re-acceleration, margin expansion.
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