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...come in a big box. Do they is their progress always being made on the efficient use of the cubic footage space within these boxes? Yes. Alright. So let's talk about two things first. First, we're gonna talk about who the consumer is. Yeah. And second
...call them big box stores. Right. Right. So we can get into this later, but this old box actually has its own aftermarket in which probably 80 of the stuff that we recover comes from those stores, not from our doorsteps. Okay. So when we think about c
...Like, all big stores have things at kind of the lowest price you can find them. Because they're all discounters now. I think it's 87 percent of market share in America is discounters. Yeah. So there's either, like, specialty high end retail, which is
...big hurrah they had launched the super centers. This is nuts. In fact, Super Centers is so dominant now that they've actually deprecated the name. Walmart Super Centers are just called Walmarts now. Walmarts were the legacy of the variety stores. The
So there is this interesting question that has now been answered, which is there's this kind of horrible way of shopping where I need to go buy in bulk directly from the warehouse. No good retail experience. Are consumers actually going to do that? Y
...other retailers are gonna sell to their customers. So at the time, Walmart and Kmarts had on the order of about 50,000 SKUs, and even FedMart had probably close to that many at the time. Going all the way down to 3,000, this is a nonconsensus move. T
there's this pattern there's this pattern in industries as they mature, which is they often start with what what you would call, like, basically a strategy that's kinda like being in the middle. So a classic example using this is, like, retail, you k
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