Financial PerformanceMargins are solid and should see leverage when sales return, with significant upside potential on a multi-year basis if long-term targets for EBIT margin come back into focus.
InnovationThe upcoming debut of A.I. PCs is driving interest from a small cohort of consumers, including tech enthusiasts, content creators, and gamers.
Product DemandVisitation to the most popular product research & review sites for CE, gaming, and home theater shows May was +10% y/y, a sixth consecutive DD% y/y increase after flipping positive in October.