Cambodia and Laos have navigated three concurrent macro shocks this quarter — Middle East energy crisis, Thai-Cambodia border closure, and the consumer pull-back from Khmer New Year. Across six weekly submissions, total iPhone CQ guidance has moved ±2.3 %; AirPods, the highest-volume LOB, has held within ±2.7 %. This is how each line has tracked.
Each line is a separate weekly submission. Where they bunch, the team's view is converging. Where they fan out, the macro story shifted between submissions.
Δ between latest submission and W01 opening call, by week of quarter. Green = guidance raised; warm = lowered. Quiet rows = stable call; busy rows = the macro pushed back.
SKU-level supply asks for the current LOB and submission week, consolidated from Cambodia and Laos channel teams. Each SKU is tagged with its movement vs the prior week — new asks, holds, increases, decreases. Use the submission rail above to step through Q3W01 → Q3W06.
ST/SO movement, foot traffic, promotion levers, holiday impacts — recorded each week from the channel and surfaced here as a continuous log across all LOBs.
Curated economic, geopolitical and consumer signals from Cambodia and Laos — context behind every line on the forecast chart.