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    Jorn Van derloop

    Director and Equity Analyst at UBS

    Jorn Van derloop is a Director and Equity Analyst at UBS, specializing in European financial institutions with particular emphasis on large-cap banks such as ING Group, ABN AMRO, and Deutsche Bank. Known for his rigorous fundamental analysis and sharp sector insights, Van derloop delivers actionable investment ideas and maintains a solid track record on platforms like TipRanks, with a success rate often exceeding 60% and steady positive average returns on his calls. Having started his financial services career in the early 2010s, he previously worked at Duff & Phelps before joining UBS in 2018, where he has steadily advanced in seniority. He holds multiple professional credentials, including FINRA Series 7 and 63 licenses, underscoring his expertise and regulatory compliance in securities analysis.

    Jorn Van derloop's questions to LOGITECH INTERNATIONAL (LOGI) leadership

    Jorn Van derloop's questions to LOGITECH INTERNATIONAL (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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