EVENTS:   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26   Best Equity Short Ideas Conference Call 13 - Thomas Chanos/Badger Consultants & Dr. Aaron Fletcher/Bios Research & Jonathan Telgener/Channel Dynamics & Ed Steele/Iron Blue Financials & John Zolidis/Quo Vadis Capital & Mark Hiley/The Analyst - 26 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 26      
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Arrow Electronics (ARW)

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Blueshift Research

According to industry experts interviewed by Blueshift, ARW faces an extremely challenging 2023, as multiple negative trends are building including an increasingly difficult relationship with one of its biggest suppliers, Texas Instruments - ARW is being relegated to smaller (and more economically sensitive) customers with low volume needs for commodity products as TXN continues to ramp up its direct sales operation to cater to bigger customers with custom requirements. To make matters worse, in the low-end market, sources reported that ARW is losing ground with some customers to catalog distributors such as Digi-Key Electronics and Mouser Electronics.

Edition: 153

- 03 February, 2023