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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Lululemon Athletica Logo
  • commented 12/18/14
  • tags: LULU NKE UA
  • Not so sure about this, when the pride of oil goes down, the price of nylon and lycra is more likely to go up as oil producers seek to recoup losses in gasoline processing. Oil producers are more likeley to boost the cost of their other products to keep profits high. [ less... ]
    Not so sure about this, when the pride of oil goes down, the price of nylon and lycra is more likely to go up as oil producers seek to recoup losses in gasoline processing. Oil producers are more likeley to boost the cost of their other products to keep profits high.
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