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Joern

Research Analyst at UBS

Joern Iffert is an Equity Analyst at UBS, specializing in the general sector with coverage of companies including VAT Group AG, Lindt & Sprüngli, and various Swiss-listed firms across consumer and industrial segments. He has delivered a strong performance track record, achieving a 60% success rate on 245 ratings with an average return of +7.30% per rating over one year, ranking #1,156 out of 9,444 Wall Street analysts on TipRanks, highlighted by a top Buy call on VAT Group AG yielding +97.10%. Iffert has been with UBS covering these stocks as evidenced by recent reiterations in 2024-2025, though specific prior firm history is not detailed in available sources. His professional credentials include active Wall Street analyst status with proven rating accuracy on public platforms.

Joern's questions to LOGITECH INTERNATIONAL (LOGI) leadership

Question · Q3 2026

Joern inquired about historical attachment rates for mice and keyboards to PCs, seeking data from 5-10 years ago to understand trends. He also expressed concern about declining gaming markets in the US and Europe, asking about Logitech's strategic plans for the next 12 months to restore growth and whether the decline was specific to PC gaming or broader.

Answer

CEO Hanneke Faber reported 2% global gaming growth, driven by strong performance in China, where Logitech gained market share across gaming mice and keyboards. She noted stabilized US share in a declining market and strong growth in Pro and SIM categories. Hanneke attributed market softness in the US and Europe to temporary economic factors and muted game releases, outlining a strategy to win at both high and entry levels with new products like Super Strike. CFO Matteo Anversa reiterated that Logitech's peripheral sales historically outpace PC sales by 300-500 basis points, with the largest opportunity in the existing PC installed base.

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