Logitech International SA
LOGN: XSWX (CHE)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| #!$ | LOCK|!B | LOCK|&vWw&J |
Logitech Earnings: Acute Supply Chain Issues Could Become Chronic; Shares Fairly Valued
Logitech beat FactSet consensus and the third-quarter sales impact from supply disruption was lowered to $70 million-$80 million from $200 million. However, shortages and inflationary pressures are broadening beyond the originally affected supplier. Shares fell 12% on Oct. 28.
