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    Michael Foeth

    Research Analyst at Vontobel Holding AG

    Michael Foeth is Head of Swiss Industrial Research and Director of Research - Equity at Bank Vontobel AG, specializing in Swiss industrials, technology, and telecommunications sector analysis. He covers major companies including Swisscom, Logitech, and INFICON, frequently delivering earnings forecasts and detailed equity research, and has held his current senior role since 2016 after joining Vontobel in 2006. Holding a PhD and the CFA designation, Foeth is recognized for sharp company-specific insights, such as correctly anticipating Logitech’s earnings beats, and is regularly cited for his expertise in the industry. His career demonstrates over 19 years of progressive research leadership, though specific performance metrics and FINRA registration details are not publicly disclosed.

    Michael Foeth's questions to LOGITECH INTERNATIONAL (LOGI) leadership

    Michael Foeth's questions to LOGITECH INTERNATIONAL (LOGI) leadership • Q1 2026

    Question

    Michael Foeth of Vontobel asked about the company's inventory strategy for the upcoming quarter, the outlook for the tablet accessories business, and the potential for accelerating share buybacks.

    Answer

    CEO Hanneke Faber expressed optimism for the tablet accessories business, citing its strategic importance in the education vertical and expecting a good back-to-school season. CFO Matteo Anversa explained that Logitech will continue to opportunistically build inventory to mitigate tariff impacts, leveraging its strong balance sheet without compromising cash flow. He also reiterated the company's commitment to its stated $2 billion, three-year share buyback plan, maintaining a consistent pace unless a stock price dislocation occurs.

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    Michael Foeth's questions to LOGITECH INTERNATIONAL (LOGI) leadership • Q4 2025

    Question

    Michael Foeth inquired about the potential hurdles and timeline for shifting the U.S. production footprint out of China and asked for an update on the current logistics environment, including freight rates and potential disruptions.

    Answer

    CEO Hanneke Faber explained the production shift is manageable because the company has invested for years in a 'China plus 5' manufacturing footprint, which is already operational. CFO Matteo Anversa stated that they have not yet seen major changes in freight pricing, noting Asia-to-U.S. rates are slightly up year-over-year but have not yet seen expected declines.

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    Michael Foeth's questions to LOGITECH INTERNATIONAL (LOGI) leadership • Q2 2025

    Question

    Michael Foeth inquired about Logitech's efforts to expand its addressable market by making inroads into new B2B end markets beyond its current success in education.

    Answer

    CEO Hanneke Faber acknowledged the significant long-term opportunity to expand into new B2B verticals like healthcare, retail, and manufacturing, which could more than double the current TAM. However, she explained that this is a longer-term priority and the company is taking a methodical, step-by-step approach. The current focus is on the education vertical, where the company is seeing 'super encouraging' high-20s growth. She suggested more details on future vertical expansion might be shared at a future Analyst & Investor Day.

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