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Watford move into profit, but at what price?

Watford have had 13 coaches in five seasons, unless I’ve lost count, which doesn’t exactly inspire confidence in the club’s executive leadership.

Watford swung from a pre-tax £16m loss to a £24m profit in 2022/23, despite revenue dropping by £62m (48%) from £128m to £66m following relegation to the Championship.

Operationally, this was largely offset by the club cutting expenses by £58m (38%) from £152m to £94m, but another big reason for the improvement in the bottom line was a significant increase in profit on player sales from £15m to £59m.

Excluding player trading, Watford still made a substantial £28m operating loss, which was actually £4m worse than the previous season.

The main driver of Watford’s £62m revenue decrease was broadcasting, which nearly halved in the Championship, falling £37m from £85m to £48m. Commercial income was also slashed by £26m (71%) from £36m to £10m.  However, match day was flat at £6.8m, while player loans actually increased from £0.5m to £0.8m.

Watford’s £24m pre-tax profit is by far the best result of those Championship clubs that have published 2022/23 accounts to date. All the other eight clubs have posted losses, ranging from Hull City’s £5m to Norwich City’s £27m. It may be the highest ever in England’s second tier.

Reliance on player sales

Clearly, Watford’s figures hugely benefited from £59m profit from player sales, up from the previous year’s £15m. In the summer of 2022, they sold Hassane Kamara and Adam Masina to Udinese, Emmanuel Dennis to Nottingham Forest, Samir to Tigres and Moussa Sissoko to Nantes.  Even though Joao Pedro was sold to Brighton for a reported £30m after last season finished, the deal was completed before the 30th June year-end, so is included in the 2022/23 accounts.

Watford’s business model has become more reliant on player sales, making an incredible £171m profit in the last five years, significantly higher than the £40m profit in the preceding 5-year period.

In fact, Watford have the two of the four highest profits from player sales in Championship history, both made in the last three seasons. Last season’s £59m has only been surpassed (just) by Norwich City’s £60m in 2020/21.

This is the first time that Watford have generated a net profit since 2019, having lost a total of £71m in the preceding three years. The club’s bottom line has now improved three years in a row since the £36m loss in 2019/20.  Over the course of the last decade, they have accumulated £65m of losses, though they did manage to make money on four separate occasions, which is not too shabby in the crazy world of football finance.

Watford’s owners, the Pozzo family, are well-known for their multi-club ownership model, as they also own Udinese in Serie A and owned Spanish club Granada in the past.

Watford’s £66m revenue is £82m (55%) lower than their £148m peak in 2019, when they finished 11th in the Premier League. All revenue streams have fallen since then, though the largest decrease is broadcasting, which is down £71m (59%).

Even after the steep decrease following relegation, Watford’s £66m revenue was still the second highest in the Championship last season, only behind Norwich City £76m, though that position might be threatened by the other relegated club, Burnley, when the Clarets release their 2022/23 accounts.

The main reason that Watford’s revenue was so high was £44m of parachute payments last season, slightly more than the £42m they received the previous time they were relegated two years before.

Watford’s average attendance of 19,172 was understandably lower than the club’s crowds in the Premier League, in fact around 1,700 less than the 20,836 peak in 2019/20. On the other hand, it was around 2,500 (15%) higher than the last time they played in the Championship (with fans in attendance).  The club is reviewing options to develop the stadium in order to increase capacity in both hospitality and general seating areas.

Wages

Watford’s wages were cut by £30m (38%) from £79m to £49m, thanks to player departures and relegation clauses. Termination payments to former coaches decreased from £7.8m to £2.0m, so underlying wages were “only” down £24m (34%) from £71m to £47m.

This is the club’s lowest wage bill for eight years, having virtually halved from the £96m peak in the Premier League. Watford’s wages were also much higher the last time they were in the Championship two years ago, as hefty promotion bonuses took them to £65m.

Despite the steep reduction, Watford’s £49m wage bill was still pretty high for the Championship, only surpassed by Norwich City’s £56m last season. Nottingham Forest’s £59m in 2021/22 was inflated by a sizeable promotion bonus.

There has been a distinct change in Watford’s activity in the transfer market in the last three years (two of which were spent in the Championship), when they had a total of £56m gross spend, i.e. less than the £66m they splashed out in 2019/20 alone. Similarly, the club averaged £72m in the three years between 2016 and 2018.  Watford have only had net spend once in the last five years, averaging £19m net sales in this period, including £65m last season.

There have been a few media reports that the Pozzo family have been in discussions about selling a stake in Watford with at least two investment groups involved, though it’s gone a little quiet on that front recently.  Owner Gino Pozzo is also facing a potential trial on tax fraud charges in Spain, linked to transfer deals involving his previous ownership of Granada, though the Italian has denied these claims.

If Watford do not go up, they will be face with the loss of parachute payments next season, which will mean having to operate on a smaller budget.  In the latest accounts, Scott Duxbury concluded, “'Promotion into the Premier League for the 2024/25 season is the goal we now set ourselves and the shareholders are committed to invest in the club to support the goal and realise this ambition.”  That’s a laudable objective, but it looks like the odds are against Watford bouncing back to the top flight any time soon.

 

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