<div id="readability-page-1">The economy zigged in 2022 and zagged in 2023, but you can't take the stripes out of Zebra Technologies (ZBRA -1.00%). The asset data and workflow management expert rides out the rollercoaster of post-pandemic recovery, while providing useful signals for the broader market recovery. In Q1 2024, Zebra's dipped 16% year-over-year to $1.2 billion. But CEO Bill Burns and his crew are spotting silver linings amid the dark clouds. With an uptick in demand from the last quarter and some belt-tightening efforts, Zebra is setting the stage for a comeback. <h2>What most investors already heard</h2> In the first-quarter report, Zebra outlined a stabilizing target market over the next few quarters. The recent 16% revenue drop should turn into a milder decline in the second quarter, no worse than 5%. The 2024 fiscal year as a whole should land roughly 3% below last year's revenue tally. &#34;Our increased 2024 outlook reflects a better-than-expected start to the year with modest recovery in demand and progress on our cost actions,&#34; CEO Bill Burns said in a prepared statement. That's cool but I wanted to know more. So I jumped on the line for a quick phone chat with Mr. Burns. <h2>Market analysis straight from the striped horse's mouth</h2> &#34;We've seen demand stabilize coming out of a challenging environment, which started in Q2 of last year,&#34; Burns told me. Long story short, many e-commerce retailers expected the coronavirus pandemic's online shopping boom to continue for years, so they doubled down on asset management and product-tracking infrastructure. When the inflation crisis reared its ugly head in 2022, they were left unprepared with overstocked warehouses and too-robust shipping systems. That backlog of surplus asset-tracking tools is running out now, setting Zebra up for a refreshed order flow. &#34;I think we're seeing early signs of recovery where that capacity is being used,&#34; Burns said. &#34;Places like retail are seeing some real growth. You know, a lot of it has been inflationary growth. Now they're seeing real growth in retail.&#34; <h2>Retail-sector rumblings</h2> So the next few quarters may be volatile as e-commerce retailers change their priorities and prepare for a healthier economy. But the bottom has been reached, based on Zebra's recovering business trends and Bill Burns' astute market analysis. You can never assume that the only way is up, but I'm downright inspired by these positive signals. &#34;We'd like to see more of it,&#34; Burns said, &#34;but there are early signs of recovery really in the form of large orders in retail.&#34; That's good news for Zebra investors, but also a bullish sign for the retail sector as a whole. Burns sees this sector as a leading indicator of secular trends in the broader economy, as the consumer-facing industry tends to rise and fall quicker than the manufacturing, healthcare, and government segments. I can't pin Zebra's business trends on any particular retailer. The company is tight-lipped about the identity of its largest customers, and only three order flows represented more than 10% of Zebra's total sales last year -- all unnamed equipment distributors. <div><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83NzU4NDkvdGFibGV0LXRoaW5raW5nLW9mZmljZS5qcGcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="700" height="465" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83NzU4NDkvdGFibGV0LXRoaW5raW5nLW9mZmljZS5qcGcmdz03MDA"/>Image source: Getty Images. </div> <h2>Zebra's diverse range of retail clients</h2> That being said, Zebra sure gets around. Its case studies include Walgreen Boots Alliance (WBA 1.60%) turning to Zebra's cloud-based workflow tools on a global scale. Amazon.com (AMZN 0.81%) needs a hoof from Zebra to manage its automated warehouses. Walmart (WMT 0.18%) tags its inventory with RFID tags, tracked by Zebra's systems. In other words, the basis of Zebra's market-projection powers is wide and deep. The tingles of an incoming quality increase felt in Zebra's headquarters should translate into a pretty broad refresh of infrastructure investment across the retail sector. So, if you're keen on betting on the zebra in this economic jungle, it might be time to stripe up and ride the potential retail rebound with Zebra Technologies. And if not, you can ride off with Zebra CEO Bill Burns' market analysis and take action in the retail sector. </div>

斑馬科技

亞馬遜

沃爾瑪

斑馬科技是資產數據和工作流管理領域的領先者，在 2024 年第一季度收入下滑後，正準備實現回暖。CEO 比爾·伯恩斯預計第二季度收入下降幅度將較為温和，並預計全年收入將下降 3%。斑馬科技廣泛的零售客户羣，包括沃爾格林聯盟、亞馬遜和沃爾瑪，使該公司能夠從零售行業的潛在復甦中受益。零售部門被視為更廣泛經濟趨勢的領先指標

斑馬科技在 2024 年引領零售行業發展方向？