Austin Baker's questions to Logitech International SA (LOGI) leadership • Q4 2025
Question
Austin Baker asked which of Logitech's product categories are most resilient to demand fluctuations in an uncertain macro environment and where the company plans to focus its 'offensive' strategic spending.
Answer
CEO Hanneke Faber identified broad resilience across the portfolio. She highlighted Gaming as particularly strong, noting a 'lipstick effect' where consumers spend on gaming gear when other entertainment is unaffordable. She also pointed to the 'work' portfolio (keyboards, mice, video conferencing) as durable, driven by hybrid work trends and the need for video conferencing as a substitute for reduced corporate travel.