Uploaded March 2026 | Updated September 2026, 1 week ago
The Morgan Stanley yearly report on the state of the watchmaking industry has become a reference tool, which is either loathed or appreciated by those figuring in it, but nonetheless it gives a good snapshot of the main trends witnessed during the previous year.
As we did get slightly carried away for about four hours with Olivier Müller from Luxeconsult talking about the report's main findings, we decided to split it into 4 segments. In the first episode, we covered the methodology used by the teams of Morgan Stanley, as there has been some controversy on some of the published numbers, but then we follow on general market dynamics, such as why privately held companies perform better than publicly listed ones, and the notion of premiumisation and consolidation.
In the second and third episodes, we discuss the performance of groups and the big names of the industry, whereas in the fourth and final episode, we talk about the independent scene, as well as non-Swiss brands and the evolution of events and marketing strategies.
Enjoy
🟢 Visit our website: watchestv.com
🟢 Instagram: instagram.com/thewatchestv
🟢 Support us on Patreon: patreon.com/thewatchestv
🟢 Podcast: watchestvpodcast.buzzsprout.com
Apple Podcasts: podcasts.apple.com/us/podcast/watchestv-podcast/id1656023278
The Morgan Stanley yearly report on the state of the watchmaking industry has become a reference tool, which is either loathed or appreciated by those figuring in it, but nonetheless it gives a good snapshot of the main trends witnessed during the previous year.
As we did get slightly carried away for about four hours with Olivier Müller from Luxeconsult talking about the report's main findings, we decided to split it into 4 segments. In the first episode, we covered the methodology used by the teams of Morgan Stanley, as there has been some controversy on some of the published numbers, but then we follow on general market dynamics, such as why privately held companies perform better than publicly listed ones, and the notion of premiumisation and consolidation.
In the second and third episodes, we discuss the performance of groups and the big names of the industry, whereas in the fourth and final episode, we talk about the independent scene, as well as non-Swiss brands and the evolution of events and marketing strategies.
Enjoy
🟢 Visit our website: watchestv.com
🟢 Instagram: instagram.com/thewatchestv
🟢 Support us on Patreon: patreon.com/thewatchestv
🟢 Podcast: watchestvpodcast.buzzsprout.com
Apple Podcasts: podcasts.apple.com/us/podcast/watchestv-podcast/id1656023278
