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Swiss watch industry

3 statements across 1 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Feb 24, 2025 by David Rosenthal · across every show →

Everything said about Swiss watch industry, oldest first

Feb 24, 2025 neutral
Assertion Supported
Rosenthal: Early Swiss Industry and Rolex Released Their Own Quartz Models
“And in the early days, the Swiss industry and a lot of makers, including Rolex, released their own quartz models, too.”
David Rosenthal Feb 24, 2025 ▶ 2:55:55 Rolex (Audio) · Acquired
Feb 24, 2025 positive
Assertion Supported
Apple ships more watches annually than the entire Swiss watch industry
“Apple alone ships way more Apple watches every year than the entire Swiss watch industry.”
David Rosenthal Feb 24, 2025 ▶ 4:16:54 Rolex (Audio) · Acquired
Feb 24, 2025 bullish
Opinion
Rolex likely captures roughly 40% of total Swiss watch industry profit
“I would bet it's way closer to 40% for Rolex's operating margin. My best guess is that while they account for 30% of the industry's revenue, it's in the neighborhood of 40% of the total Swiss profit.”
Ben Gilbert Feb 24, 2025 ▶ 4:18:37 Rolex (Audio) · Acquired
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