Acquired
Costco
Ben Gilbert
I thought you might go there. All right. Bull case. I mean, the biggest one is the flywheel is spinning, and I'm not really sure who can catch them. So here's, again, from the science of hitting, Substack. Quote, Which explains why Sam's Club has a smaller unit base today than it did a decade ago. Crazy, right? Over the same period, Costco increased its U.S. warehouse count by one-third.
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