Horological Meandering

Some interesting dynamics here (turnover per brand, source Morgan Stanley): - The CEO of IWC went to Breitling: he seems to have a clear influence on each brand volumes - Surprised by how well Richard Mille fares - Top 5 is rock solid - Jaeger, Vacheron a...  

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They produced a lot of non-exciting, repetitive pieces, too many limited edition of non-sense, and , especially for JLC, the price is too high for the segment.

Breitling do not use the wing logo on every watch. Take Rolex as an example, do they drop the crown? Do Mercedes Benz drop the star logo on the hood?

Good luck to the Richemont gang.

usa.watchpro.com ...  

I did not see Girard perregaux here...am I missing something? Surely they sold watches not less than Ulysse Nardin, in the same Kering group?

Also surprised Seiko is nowhere in the list. Am I correct in assuming rank is total revenue and not units sold?

Actually, expected much higher figures in case of both ALS and GO.

There are some brands leveraging their history in a good way. I did not know that Mondaine was selling more than 300K pieces a year

Thank you for posting, Vinnie. A very interesting list. I am surprised to see my favorite brands sell so good. I see it almost as an evidence i know which brands are feeding the sense of time. Surprise to notice Cartier holds grip, and what’s in 2021 and ... 

Take these models, Santos, Tank, Pasha. Recognizable? Yes. Known for jewelry. They are a part of Richemont. Some Richemont brands have difficulties as i read the list. Maybe Richemont can put some Cartier marks into that brands. IWC and JLC need a way for... 

These watches are much rarer than I would have thought. Comparatively, Richard Mille produced 4300 pieces. I suppose it's telling that Lange secondary market prices, which have been historically below retail, have begun to firm up and move higher.

I think GP sales should be higher than UN?

It is a relatively accurate picture. Not 100% but this is quite solid analysis IMO