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Financial constraints draw Watford's sting

Watford’s 2023/24 financial results covered their second season in the Championship following relegation from the Premier League.   Boosted by parachute payments, relegated clubs often bounce back quite quickly, though the Hornets have struggled.

Despite going through managers like a hot knife through butter, Watford have actually done pretty well on the pitch, at least until the recent blip, as they have played in the Premier League in six out of the last nine seasons.

Watford’s pre-tax profit almost halved from £24.1m to £12.8m, mainly due to a significant reduction in profit on player sales from £59m to £29m, though revenue also fell £8.6m (13%) from £66.2 to £57.6m.

This was partially compensated by a £25m (27%) decrease in operating expenses from £94m to £69m, as the club “implemented several cost saving initiatives and made efficiencies across the business”.  As a result, Watford posted a large profit for the second year in a row, though this was again driven by player trading, as their operating loss was £11m..

Broadcasting fell £3.3m (7%) from £48.3m to £45.0m, as the parachute payment was lower in the second year after relegation from the Premier League.   However, the largest year-on-year decrease was actually in commercial, which dropped by more than a third (£4.1m) from £10.3m to £6.2m, while match day was down £0.5m (7%) from £6.8m to £6.3m.

Watford’s £12.8m pre-tax profit is by far the best result of those Championship clubs that have published 2023/24 accounts to date. All of the other seven clubs have posted losses, ranging from Plymouth Argyle’s £2.4m to Hull City’s £18.8m.

In fact, Watford were also the only club that managed to generate a profit the previous season.  To underline how good this financial performance was, no fewer than six clubs lost more than £20m in 2022/23, namely Burnley £36m, Sheffield United £31m, Birmingham City £25m, Bristol City £22m, Blackburn Rovers £21m and QPR £20m.

In the last two years Watford have registered two of the highest profits ever in the Championship. In fact, their £24.1m profit in 2022/23 has only been surpassed by Norwich City £30.7m in 2017/18 and Brentford £24.3m in 2018/19.

They have managed to make money on five occasions in the last decade, which is not too shabby in the crazy world of football finance, though their overall deficit in this period was still as high as £52m, thanks to a couple of substantial losses.

Importance of player sales

Clearly, Watford’s figures have benefited in a big way from profit from player sales, even though this halved from £59.2m to £29.3m last season.

Watford’s business model has become more reliant on player sales, making an incredible £200m profit in the last six years, significantly higher than the £42m profit in the preceding 6-year period.

High player sales are particularly noticeable in the season after relegation, when Watford tend to make a lot of money, partly in an attempt to balance the books in the Championship, partly because some players want to leave to remain in the higher league.

Watford’s accounts have often been hit by termination payments for sacked managers, including £1.1m last season when Ismael exited stage left. Although this is down from the £7.8m peak in 2021/22, the club has still paid out nearly £20m in the last five seasons.

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

As a result, there have been numerous transfers between the clubs in the last few years. Sales from Watford to Udinese have included Kamara, Deulofeu, Masina, Success, Kabasele and Okoye: while many players have moved in the opposite direction, including Pussetto, Penaranda, Vydra, Ighalo, Samir, Nyom, Forestieri and Caetano.

Watford’s £58m revenue is £90m (61%) lower than their £148m peak in 2018/19, which was when they finished a creditable 11th in the Premier League. All revenue streams have fallen since then, though the largest decrease is broadcasting, which is down £74m (62%).

Following relegation, Watford reduced season ticket prices by 7% in 2022/23 and have frozen prices for the two seasons since then, which is to their credit, given the increases applied at many other clubs.

Wages cut

Watford’s wages were cut by £15.7m (32%) from £48.7m to £33.0m, the club’s lowest since 2014/15. There has been significant cost cutting since relegation, due to player departures and relegation clauses, so the wage bill has fallen by nearly 60% (£46m) in the last two years.

As a result, wages are only around a third of the £96m peak in the Premier League in 2019/20, though that outlay was not enough to prevent relegation. Watford’s wages have also been much higher in the Championship, as hefty promotion bonuses took them to £65m in 2020/21.

Watford’s 57% is currently the lowest wages to turnover ratio in the Championship by far, a lot less than Plymouth Argyle’s 66%. On the one hand, this is good news for the bottom line; on the other hand, it does highlight that the club could have invested more in the squad.

Despite Duxbury saying that the club “continues to enhance its value by strengthening the squad”, there was minimal investment again this summer with Watford’s £2.8m being one of the smallest in the Championship, miles below Burnley £43m, Leeds United £27m and Hull City £25m (according to Transfermarkt).

Debt

Watford’ gross debt was significantly reduced by £42m from £115m to £73m, mainly because repayments cut their external loans (mainly from Macquarie Bank) by £44m from £64m to £20m.  The club has to repay £14.7m of this debt to Macquarie by end-June 2025, though this should be achievable in line with stage payments from previous player sales.

As a result of the high amount of external debt, Watford have paid quite a lot of interest, adding up to £42m in the last eight years, though it did decrease from £5.6m to £3.5m last season and is significantly down from the £9.2m peak four years ago. The Macquarie loans carry interest between 5.35% and 11% per annum.

Watford’s cash balance decreased from £7.6m to just £3k, while the club also had to take out a £620k overdraft. This suggests that cash was extremely tight at year-end.  The lack of liquidity is a bit concerning, so Watford will have to box clever in the next few months. At the very least, it makes it unlikely that the club will spend much this transfer window.

There have been some media reports that the Pozzo family would be open to selling the club, so the owners would probably not wish to put more money into the club at this stage. However, it’s a tricky balancing act, as they would surely want to ensure that Watford remain an attractive proposition to potential investors.

It’s extremely rare for a club in the Championship to make money, so Watford should be commended for posting large profits two years in a row. In this period, they have shown that they are able to cut costs, while also significantly reducing debt.

However, it’s not all good news, as the profits were only made on the back of substantial player sales, which cannot be guaranteed every year – and also weakens the squad.

Moreover, they have lost a huge chunk of their revenue this season after the parachute payments ended, which means that they now have to compete with an even smaller budget.   That said, Watford have been “in and around” the play-off places for most of this season, so going up is definitely not out of the question.

 

 

 

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