Tariffs: Which watch brands will be hit hardest?
39% Tariffs: Which watch brands will be hit hardest?
0:00 Intro
0:57 Leave the us
1:29 Move production
2:12 Raise prices
2:58 Raise prices globally
3:44 Risks - Exposure
6:08 Risks - Price point
7:02 Risks - Size
8:00 Risks - Brand
8:27 Risks - Structure
9:41 Winners & losers
12:19 Outcomes - Prices
12:51 Outcomes - Innovation
13:15 Outcomes - Layoffs
14:21 Outcomes - Order decline
15:05 Outcomes - Grey boom
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