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  "documentTitle": "Zebra Technologies Corp. (ZBRA)",
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  "presentationDate": "2024-08-08 00:00:00",
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      "text": "There is evidence to suggest that Zebra may downplaying and/or minimizing its exposure to the retail sector.",
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      "text": "MS Analyst Morgan Stanley Conference March 5, 2024 quote and CFO Response quote",
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      "text": "There is evidence to suggest that Zebra may downplaying and/or minimizing its exposure to the retail sector. For example, when the CFO was recently asked, he said that retail is 30%, but down from 40% of revenue. He did not say down over what time period.",
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      "kind": "quote",
      "text": "\"In terms of the business -- or driver of business today, can you just give a rough split of end markets and just kind of how you see those key drivers? I'm more thinking that retail used to be closer to 40% of revenue and transportation and logistics, (sic: 2025). But just how do you kind of size that e-commerce is a larger contributor to the business?\" — MS Analyst, Morgan Stanley Conference March 5, 2024. \"So if you look today, we consider e-commerce as part of our retail vertical market, which is about 30%, down from the 40% you mentioned, just with the decrease in the company over the last year.\" — CFO Response.",
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      "text": "Source: Q1'24 Investor Presentation, Q1'20 Investor Presentation and management comments",
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      "text": "Zebra Says Its Retail Exposure Is Down, But Not Over What Time Period",
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