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This is a behavioral change that is playing out worldwide. I'd certainly expect people to head back into retail stores once the virus is spent, but they will also likely continue purchasing a higher portion of overall shopping online, simply because they've been forced to learn that for many, the experience is satisfactory. This is something they may not have previously realized.
What I wonder is, where is the labor shift happening? Warehouses need management, delivery needs drivers, live customer service is still valuable for handling corner case complaints & returns. Can cashiers and floor salespersons and store managers take those jobs? Even a town of, say, 25,000 needs drivers to deliver. How much of the brick-n-mortar workforce can be absorbed in this phase of Internet Automates Everything?
Wayfair at a $30B market cap comes to mind...dropships almost everything eg zero control of inventory and shipping times, dynamic pricing and fake discounts makes it difficult to know if you’re getting a good deal, customer service very inconsistent, returns not free, etc.
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Also remember that CVS is basically a monopoly wholesaler as well as a retailer — so they can play games at that level as well like stuffing the channel to favor the manufacturer that pays them more on the backend. Railroad trusts and standard oil did the same thing in the 1900s.
This is especially true in places where states have hobbled regulatory power. Little towns in West Virginia were dispensing more opioids than counties in other places. In places with more robust regulation, the pharmacists will lose their license.
The whole thing is disgusting and really illustrates how amoral and evil outfits like McKinsey are, and how their way of thinking is a more in your face vision of what many corporate leaders believe.
There's speculation elsewhere about a different house fire in Stratford. And I suspect many other house fires match the timeline.
I looked at the Stratford case too. Doesn’t match. It was a 42 year old adult with 2 other adults and 2 teens. Hsieh is 46. https://patch.com/connecticut/stratford/man-severely-burned-...
And if you look at original TheDay house it’s a waterfront mansion...clearly owned by someone wealthy along with matching the timeline.