Julian Hofmann, a market analyst with expertise in consumer sectors, discusses Greggs' recent sales downturn due to heatwaves and supermarket competition, questioning the bakery's growth strategy. The conversation shifts to undervalued UK tech stocks, emphasizing their untapped potential and the 'mindset gap' that has investors favoring US companies. Lastly, Julian unpacks the challenges facing Watches of Switzerland, including margin pressures from tariffs, while sales are slowly recovering. His insights shed light on the cautious sentiment gripping the luxury retail market.
