SCHWEIZ 50 2024

Investment Rating - The report provides an investment rating for the Swiss brands, with Nestlé maintaining its position as the most valuable brand despite a significant decline in brand value [21][42]. Core Insights - The report highlights the impact of macroeconomic conditions on brand values, particularly noting a 13% decrease in Nestlé's brand value, amounting to CHF 2 billion [21][25]. - Rolex has emerged as the second most valuable brand, with a 21% increase in brand value, driven by strong sales forecasts [21][24]. - Zurich Insurance has shown the highest growth rate among Swiss brands, with a 27% increase in brand value, attributed to its international expansion [24][21]. - The report emphasizes the resilience of the Swiss watch industry, with Rolex being recognized as the strongest luxury brand globally [44][45]. Summary by Sections Ranking Analysis - Nestlé remains the top brand with a value of CHF 18,527 million, despite a 13.1% decline from the previous year [21][42]. - Rolex's brand value increased to CHF 12,315 million, marking a 21% growth [21][42]. - Zurich's brand value rose to CHF 8,905 million, reflecting a 26.5% increase [21][42]. - The report notes that UBS and Zurich benefited from the acquisition of Credit Suisse, enhancing their market positions [21][24]. Industry Sector Analysis - The food sector leads in brand value, with a total of CHF 24,910 million, followed by the clothing sector at CHF 22,715 million [36][38]. - The insurance sector, represented by Zurich and Swiss Re, holds a significant share of CHF 20,756 million [36][38]. - The report indicates that the overall brand value volume has only marginally increased compared to the previous year, with the utilities sector showing the highest growth at 14% [36][40]. Sustainability Insights - The report introduces the Sustainability Perceptions Index, highlighting the importance of sustainability in consumer purchasing decisions [30][32]. - Rolex leads in sustainability perception value among Swiss brands, valued at CHF 1.5 billion, followed by Nestlé at CHF 1.2 billion [30][32]. - The report discusses the growing gap between sustainability perception and actual performance, with Glencore identified as having the highest discrepancy value of CHF 60 million [34][30].