George Brown's questions to Logitech International SA (LOGI) leadership • Q2 2025
Question
George Brown inquired about the potential impact of U.S. tariffs on the business given its manufacturing in China and also asked about the drivers behind the sustained double-digit growth in the gaming simulation business.
Answer
CFO Matteo Anversa addressed the tariff concern by highlighting the company's ongoing supply chain diversification. He stated that about 40% of units are now manufactured outside of China, with a near-term goal to increase this to 50%, making the supply chain more resilient. CEO Hanneke Faber added that the strong growth in gaming simulation is driven by superior products and excellent in-store execution, particularly in Europe, which creates trial and engagement in a category with low penetration and significant upside.