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If The Royal Pop Follows The Labubu Playbook, Swatch Is A Strong Buy

I rate the Swatch Group a STRONG BUY, behind the transformative potential of its AP x Swatch 'Royal Pop' collaboration, which may open a new product category altogether. SWGAY already boasts luxury-level gross margins (82%+), but unlocking idle production capacity via new product categories is key to the market rerating as a luxury house. The Royal Pop targets an underserved female demographic and could create a new…

Seeking Alpha • May 21, 2026
The Swatch Group: The Price Recovery Can Continue

The Swatch Group AG has seen exceptional price performance YTD, rising by 29% YTD to touch one-year highs, compared to a 9% drop in the S&P Global Luxury Index. Early signs of the forecast luxury sector recovery are already playing out as peers like LVMH see a small uptick in revenues, supported by the Asia ex-Japan market. The stock's dirt-cheap market valuations also work in its favour, while the revival of the…

Seeking Alpha • May 12, 2026

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