中文翻译
@Schulz_Research 他们的毛利率似乎从 16.61% -> 15.22% -> 4.41%，这很可能是由于库存减值(margin liquidation)导致的。也许如果我们没有看到如此惊人的下滑，他们本可以推动激进式(activist style)的涨价。
· 供应链分析
毛利率骤降疑似库存减值，错失激进涨价良机。
英文原文
@Schulz_Research They went from 16.61% -> 15.22% -> 4.41% apparently, which was likely the margin liquidation. Maybe they could have pushed for activist style price hikes if we didn't see a surprising drop.