In America, shoppers rushed to Apple stores to buy gadgets before the tariffs kicked in.
Alternatively, Apple could squeeze investors. Its gross profit margins reached all-time highs above 46% in 2024. Fears that profits will suffer as a result of higher tariffs partly explain the volatility in Apple’s share price. Gerrit Schneemann of Counterpoint Research, a consultancy, argues that the firm’s margins are high enough that it can absorb the shock better than rivals such as Samsung. It could also encourage loyal suppliers to share some of the burden. But tariffs will be a significant blow nonetheless. Read more
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Counterpoint research is a young and fast growing research firm covering analysis of the tech industry. Coverage areas are connected devices, digital consumer goods, software & applications and other adjacent topics. We provide syndicated research reports as well as tailored. Our seminars and workshops for companies and institutions are popular and available on demand. Consulting and customer
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