Rolex’s Lacking Public Comment

[Gab27]

Originally Posted by brandrea

In today’s environment less is more

I think you're onto something.

There's no great way this could go for Rolex if they did this, and likely plenty to come back and bite them in the rear.

[Mystro]

Rolex doesnt share, they are a Trust. They do so well they dont care if you buy from them or not. Their business is 10 pay grades above their competition (except they have no real competition).

[PO 2500D]

Never complain, never explain.

[Krash]

Originally Posted by joli160

Why should they ?
Rolex doesn’t need to explain anything. Even if they do somebody would be offended somewhere. Best to shut up nowadays.

This.


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[francoamerican]

They have said what they want to say to best optimize their situation. It’s not a conspiracy it’s business strategy.

Way too much is made of the public vs private aspect, plenty of public companies are focused on the long term and plenty of privately held companies focus on short term cash flow.

I believe their pat supply argument is largely overstated because 1. A Daytona doesn’t take any special magic to make that a ladies datejust doesn’t. 2. If they believed demand was increasing sufficiently they would increase production capacity, and perhaps they are but the argument that there aren’t sufficient skilled workers to hand make these things is misleading.

They appear to have been good about being more disciplined with regard to supply through the years, but we don’t actually know to what degree certain pieces with high prices have to do with choice to manage supply vs just FOMO demand. For example if Omega became extremely popular Omega doesn’t have a spigot they can turn to make more watches just because they are a public company.