Don't be fooled by the long-winded walls of text into thinking this guy knows something about watches. He doesn't. This guy has posted half a dozen times that Apple will NEVER go above "$200-$600" and that no evidence or reason is required to back that up because it is so obvious. Yeah, he actually made that claim.Thanks! Just downloaded the case study..
Considering strategy I think Longines needs to focus on a more tight customer segment and reduce the amount of different models. At their low end they compete with Seiko and Tissot and a bit higher up with Tag Heuer, while probably providing better quality. I think though that that tail in the low end might hurt their high-end lines, because the brand is viewed as less exclusive. And I doubt that they generate much revenue at the low end, because it just is not a brand that is marketed very well for that segment.
I think they also need to look at their design language. It is now very diverse and difficult to find a signature Longines look. Some models now look like a cross between Festina and Breitling, while others resemble the IWC Portugese line. The elegance line resembles Jaeger LeCoultre.
Reduce product line complexity, focus on a specific an clear segment, direct marketing towards that segment and for gods sake put the display on the other side of the store next to Breitling and IWC and keep it away from the other brands such as TW Steel, Fossil and Guess.
This guy also thinks that Rolex is 100% immune to disruption because Apple is 'different'. When confronted with the list of companies that made the same argument before their deaths- BB, Nokia, Palm, Nintendo, Rovio, Creative, etc. he just lists a bunch of trivial differences between Apple's product and Rolex.
He's in for a surprise next year when Apple's Watch succeeds at taking money away from BOTH low-end Casios and high-end Rolexes, but don't expect him to stick around these forums at that point.