Swiss watch export growth weakened to the slowest pace in three years as the market for lower-priced timepieces evaporated and the coronavirus outbreak threatens to pummel the industry.
Shipments rose 2.4% to 21.7 billion francs ($22.4 billion) in 2019, the Federation of the Swiss Watch Industry said Tuesday. Exports to Hong Kong dropped 11% as political protests led to store closures in the top export market.
The coronavirus could lead to a reduction of as much as 8% to earnings for luxury-goods companies this year, RBC analyst Piral Dadhania estimated. Such firms generate some 35% of revenue from Chinese consumers, he added. The SARS epidemic led to a 20% drop in international travel in 2003, according to RBC.
Shipments of Swiss watches by units fell to the lowest level since 1984, down 13% to 20.5 million as the industry focused on limiting production and shifting toward higher-priced models.
Lower-end timepieces have been struggling with competition from fashion labels and smartwatches. That’s bad news for Swatch Group AG, which gets a good share of earnings from cheaper brands like its namesake and Tissot. The watchmaker is expected to report 2019 earnings as soon as this week.