Martin Jungfleisch's questions to Logitech International SA (LOGI) leadership • Q1 2026
Question
Martin Jungfleisch from Exane BNP Paribas questioned the demand patterns in Q1, specifically any pull-forward due to tariffs, and inquired about Logitech's market share position and competitive advantage from its production footprint.
Answer
CFO Matteo Anversa stated that Q1 demand was strong and broad-based, with minimal pull-in impact, which was slightly visible in B2B but immaterial overall. CEO Hanneke Faber added that Logitech saw share gains in key US categories through May. She noted it's too early to assess the full impact of pricing on market share but expects a potential temporary softening, which is typical after a price increase.