champ: @Robert1965 $OLLI $BIG $BJ $BOOT ...My main Retail investment position is $OLLI, which is also my largest position and I also really like $BOOT, because they have all the nice apparel items in their stores, for #causal-wear, for those who like to wear jeans, so everything...
as Laura talked about in her comments, being flat year over year in inventory being down on a per club basis, in spite of everything going on, like our in-stock rates going up and building new stores. I thought that was
Sam’s vs. BJ’s price comparison, we can see that Sam’s Club is least expensive on more items than the other stores. But it was a hugely competitive matchup! It seems to me that it could be worth it to have memberships to a few of these warehouses if they’re close enough to ...
and that is really reflecting our confidence in our ability to grow our chain through additional stores. So you look at about $0.5 billion of capex in the new year, about 80% of that, maybe 75% of that is in our real estate portfolio as we try and ...