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Example question: Bloomberg reported that supply constraints are leading to iPhone shortages. Do Trefis analysts see a meaningful impact on AAPL?
Example comment: Competition will squeeze AMZN's operating margins from 4% to 2% meaning a 10% hit to the stock according to Trefis.
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The caveats are reiterations of the Sept debacle report. In fact, the market is dominated by Keurig and I see no signs of slippage. I think we are realistically headed back toward $50, not $30.
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The caveats are reiterations of the Sept debacle report. In fact, the market is dominated by Keurig and I see no signs of slippage. I think we are realistically headed back toward $50, not $30.