Rahul Sharma
@retailguru.bsky.social
Ex Global Consumer Fund Manager: 16 years at Citi, Alliance Capital in NYC, London, Singapore. Founder, Neev Capital. Strictly personal musings & not advice...
I can’t subject myself to it Vandy. Not giving my evening to it! Transcripts are my best friend 😁
December 12, 2025 at 1:50 PM
I can’t subject myself to it Vandy. Not giving my evening to it! Transcripts are my best friend 😁
Well this is unscripted stuff so even worse IMHO. The top team has to own it
December 5, 2025 at 1:41 PM
Well this is unscripted stuff so even worse IMHO. The top team has to own it
For sure. Format has a place. Plus drug stores have been a very easy target for them and Walmart
December 4, 2025 at 10:44 PM
For sure. Format has a place. Plus drug stores have been a very easy target for them and Walmart
The thing is their pricing even on staples isn’t that cheap. It’s just affordable pack sizes in a convenient location
December 4, 2025 at 10:41 PM
The thing is their pricing even on staples isn’t that cheap. It’s just affordable pack sizes in a convenient location