The Watch Industry’s Biggest Problems In 2019 & Beyond
Morgan Stanley's “DTC and the Bullwhip Effect” covering Richemont and Swatch Group
I recently read an article on aBlogtoWatch (ABTW) on this topic, and it was thoroughly detailed and interesting enough for me to want to write this. The post was inspired by a Morgan Stanley publication entitled “DTC and the Bullwhip Effect” which you can read in full here. This is a broker report, covering Richemont and Swatch; the executive summary is…

