Technology Supply Chain


November 28, 2022

Fox Tracks: Retail LCD TV Pricing Survey

By Steven Fox

Our pricing checks on the Wednesday before Thanksgiving (11/23) of popular full-HD (1080p) and 4K Ultra High Definition (UHD 2160p) LCD TV models provided some evidence that promotional activity during the holiday selling season could…

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November 10, 2022

Land of Supply Chain Confusion

By Steven Fox

Our most recent survey suggests aggregate inventories up and down the supply chain (27 companies with ~$85B in annual inventories) increased further during CQ3, which is especially worrisome given that most companies we follow saw…

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October 12, 2022

Still on Doom Patrol into Q3 EPS Season

By Brenan Hefner

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August 11, 2022

Record Inventory Builds Continue

By Steven Fox

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July 14, 2022

On Doom Patrol into Q2 EPS Season

By Steven Fox

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May 17, 2022

Supply Chain Goes to Extremes

By Steven Fox

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April 12, 2022

A Big Wall of Worry into EPS Season

By Steven Fox

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November 30, 2021

Fox Track: Retail LCD TV Pricing Survey

By Steven Fox

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November 10, 2021

Reaching Peak Supply Chain Pain

By Steven Fox

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October 19, 2021

Throwing Out the EPS Season Playbook

By Steven Fox

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September 9, 2021

Fox Tracks: Retail LCD TV Pricing Survey

By Steven Fox

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