Not exact matches
Dissecting the results of suppliers or analyzing the fluctuations in iPhone
channel inventory might be helpful to know if you want to predict the next quarter's EPS number, but it's largely
just noise if you're hoping to form an opinion about what Apple's business will look like five years from now.
The loss of
inventory (shrinkage) is a real problem in
just about every
channel, with some estimates putting the total cost to U.S. retailers at about $ 35 billion per year.
Still need conference call for the remaining 40 % (
just how large was timing impact from that extra week,
channel inventory changes, any notable supply issues, etc..)