RE:RE:RE:RE:RE:Cpi prediction for todayHopefully economy does not implode!
I think a stagflationary recession will force apparel companies to rethink e-commerce. Zara is a master class on apparel. Investors should know the company inside out. Lots of terrible e-commerce analysis for omnichannel apparel. Its just plain wrong.
Implementing tagelss RFID will make store network even more productive while last mile shipping costs will only keep increasing.
Amazon has different profit pools like Ads and AWS to tap so they can run their shipping at a loss. Online Ads are a cost to Reitmans while revenue to Amazon. Reitmans runs shipping at a loss which the store network subsidizes.