Openwork: Inside the Watch Industry
Openwork: Inside the Watch Industry
Collective Horology
The Rise of Tudor – How Rolex Wins by Letting Tudor Dare – Episode 88
47 minutes Posted Jul 13, 2026 at 7:15 am.
Intro & Teaser
Podcast ID & Hosts
Hosts Banter — Vacation & Watches
Wrist Picks for Vacation
Episode Topic: The Rise of Tudor
Tudor’s Growth: Sales, Volume & Market Position
Tudor History & Relationship with Rolex
2009 Relaunch: Leadership & Strategy Shift
ETA Movement Crisis & In-house Movement Strategy
Product Strategy: Heritage Chrono, Black Bay, Pelagos, P01
Pricing & Positioning: Rolex’s Floor and Tudor’s Role
Corporate Deals, Collaborations & Brand Mythology
Tudor as Rolex’s Experimental ’Gonzo’ Laboratory
Mainstream Breakthrough: Boutiques & Pop Culture
Future Outlook: Can Tudor Reach $1 Billion?
Closing, CTA & Sign-off
0:00
47:43
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Show notes
How did Tudor go from a brand you couldn't even buy in the United States to a half-billion-dollar powerhouse selling 300,000 watches a year? In this episode of Openwork, Gabe Reilly and Asher Rapkin trace the rise of Tudor — from its wilderness years in the shadow of Rolex to the 2009 reinvention that produced the Heritage Chrono, the Black Bay, the Pelagos, and an in-house movement. Along the way they unpack the ETA supply crisis, the 2008 financial crash, and Rolex's move upmarket that opened the door for Tudor to walk through.
But this isn't the usual "poor man's Rolex" conversation. Gabe and Asher argue that Tudor's real role is stranger and smarter than that: the gonzo laboratory where Rolex tests every material, case size, and business model it's too disciplined to try itself. Tudor is the black sheep by design — the pressure-release valve that lets Rolex stay conservative while quietly backfilling the market it left behind as prices climbed.
So where does it go from here? With 260-plus boutiques, celebrity wrists, and a brand that's broken into mainstream culture, Tudor looks like a company on the path to a billion dollars. The question is whether it gets there on brand alone — and whether a watch that exists relative to Rolex can ever truly stand on its own.
Openwork is a weekly podcast about how the watch industry actually works. An unfiltered look behind the scenes — no press releases, no hype, and no sponsored takes. Hosted by Asher Rapkin and Gabe Reilly, co-founders of Collective Horology. Available on Apple Podcasts, Spotify, YouTube Music, or wherever you get your podcasts.
You can find us online at collectivehorology.com. To get in touch with suggestions, feedback or questions, email [email protected].