Professional
Added to YB: 2026-07-06
Pitch date: 2026-07-01
WOSG.L [neutral]
Watches of Switzerland Group PLC
+0.14%
current return
Author Info
Night Watch Investment Management is an alternative asset manager focused on global equities, selected based on our in-depth proprietary research. Our investment style is best described as value plus catalyst. Visit their website.
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 1.8B
Pitch Price
GBP 7.35
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.68
P/E
25.50
EV/Sales
1.36
Sector
Specialty Retail
Category
growth
Night Watch Investment Management Portfolio Holding: Watches of Switzerland Group PLC
WOSG.L (holding update): Core position since 2024 inception. Luxury watch retailer, authorized Rolex/Patek dealer; supply-constrained model with larger allocations for accepting lower margins. US (50% of rev) reaccelerated to 24% growth, UK steady 5%, post-Swiss tariff resolution. Underleveraged balance sheet, 13x fwd earnings. Conviction long.
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