…o products through their own retail channel, this means they don’t pay a margin to other retailers. I can’t think of a single consumer electronics company that sells tens of millions of units nearly exclusively, directly to consumers like that. In practical terms, it means 35–50% of the product’s price that the retailer typically takes can b…
Apple? Airpods are selling like hotcakes. Potentially 25M this year. Hard to tell how much of it is directly through Apple, as they don’t disclose sales, but I’d expect it to be a large share, if not as large as Amazon’s.
Thanks for breaking products down for us, I’m not enough of a tech guy to do that myself, super insightful posts!