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11 results for “retail consolidation”
Concept6 mentions across episodes
Consolidation
Topic3 mentions across episodes
consolidation
...of consolidation. And in your eyes, what's going on? I'm open it up to either one of you to start. I feel like consolidation has been happening in the consulting world for years and years, that this is just a continuation. We go back fifteen plus yea
6:01 / 7:06
from transcript6:01 – 7:06
...the retail space. We have a coverage model. Each analyst is responsible for forty to fifty secondurities. Those all flow up to that asymmetry rank curve. The ability to cover more than that amount of stocks is a thing of the past. We're gonna take a
29:54 / 31:03
from transcript29:54 – 31:03
...today simply because we think there are better alternatives elsewhere. The idea that we don't need physical retail in America or that multiples for these assets need to compress meaningfully. A lot have closed. Nothing was developed. The combination
41:57 / 43:01
from transcript41:57 – 43:01
...do think retail has come back a lot since COVID. There was this period of time where there was a belief everything was gonna move online. But then there were certain changes and I don't know the specifics but certain laws that were changed online, cu
47:07 / 48:25
from transcript47:07 – 48:25
“How Costco and Price Club's $16B merger created a retail empire”
So by the merger in '93, Costco and Price Club are each about 8,000,000,000 in revenue and then 16 together. So fast growing, impressive scale already. And stores more concentrated on the West Coast
1:32:40 / 1:33:12
market insight1:32:40 – 1:33:12
So having each other, we've got pretty different personalities, but we really know and trust each other well. And there were moments where one or two of us was at our breaking point, and the second or third would step in and pull us back over the edg
34:30 / 35:35
from transcript34:30 – 35:35
...has come back a lot since COVID. There was this period of time where there was a belief everything was gonna move online. But then there were certain changes and I don't know the specifics but certain laws that were changed online, customer acquisiti
48:02 / 49:09
from transcript48:02 – 49:09
“Why speed beats strategy when managing 7,000 product SKUs”
The one that, we're currently our largest customer, they have over, 7,000 SKUs of products. So to go in and consistently check the the main website and and stuff like that, it's it's just tough right
34:20 / 34:49
market insight34:20 – 34:49
...for consolidation and come to the view that our independence is actually critically important in our ability to do the right thing for clients. No shareholder is looking over our shoulder with a revenue target for us. We don't have salespeople runnin
21:50 / 22:57
from transcript21:50 – 22:57
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