Was in my local AD today, asked generally about the their view on Rolex allocations this year.
Her response (in short): over the last several years, the total # of total ADs increased significantly (not only in Asia, but everywhere) while unit production #s stayed flat, and so the allocations per AD decreased Significantly; but, she says, Rolex is now yanking ADs, especially from malls and ‘big box’ outfits (or other venues they view as being beneath the brand’s status aspiration), and also reducing ADs in regions with multiple ADs competing for too little market (for example, in my town, this AD has two locations but the second will no longer be carrying Rolex by 3Q of this year). So, she said, they had some optimism that the AD locations that are not culled will see more units.
I don’t recount this here as gospel, but instead as gossip.
Wonder what folks like
@Archer think of the notion that AD location #s have bloated in the last several years, resulting in per-AD allocations being diluted?
If that is true (a big if?), that factor concurrent with a general increase in demand would on paper to result in some of the dynamics we’ve seen.
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