Drew Baglino
3 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement May 13, 2026 by Drew Baglino · across every show →
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May 13, 2026
May 13, 2026 neutral
May 13, 2026
Baglino: US-China factory labor differential is under 10% of COGS
“Yeah, I mean, these, today's factories are really automated. If you're building a new factory today, you know, in China or the U.S., the labor differential is less than 10% of cost of goods sold. It might even be less than five percent.”