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    Jorn Van derloopUBS

    Jorn Van derloop's questions to Logitech International SA (LOGI) leadership

    Jorn Van derloop's questions to Logitech International SA (LOGI) leadership • Q4 2025

    Question

    Jorn Van derloop of UBS submitted questions regarding the material slowdown in EMEA sell-through, the price versus volume assumptions in the Q1 outlook, and how the company can reorganize its supply chain so rapidly.

    Answer

    CEO Hanneke Faber attributed the EMEA slowdown to post-holiday inventory adjustments and B2B caution but noted the region had a strong full year and she is confident it will return to growth. CFO Matteo Anversa stated the Q1 outlook includes a ~100 basis point positive impact on gross margin from price. Hanneke Faber explained the rapid supply chain shift is possible due to long-term investments in a 'China plus 5' manufacturing footprint, which provides a significant competitive advantage.

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