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7-Eleven

4 statements across 1 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Oct 27, 2025 by Ben Gilbert · said 43 times in 3 episodes since 2025 · across every show →

Mentions by year

brought up most by David Rosenthal (31), Ben Gilbert (12)

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2026 1 mention in 1 episode
2025 42 mentions in 2 episodes 21 per episode

every mention, scene by scene, with the transcript →

Everything said about 7-Eleven, oldest first

Oct 27, 2025 neutral
Opinion
Gilbert: A publicly traded Trader Joe's would be worth $32B to $35B
“Trader Joe's probably trades at north of one X, but probably not all the way at Costco 1.6 X. I don't know, maybe around there. So on that 23, twenty four billion in revenue that we estimated, call it a 32 to thirty four billion dollar company, maybe a thirty …”
Ben Gilbert Oct 27, 2025 ▶ 2:49:30 Trader Joe’s: Hawaiian shirts and counter positioning (Audio) · Acquired
Oct 27, 2025 neutral
Assertion Supported
Gilbert: Trader Joe's originally started in the 1960s as a 7-Eleven clone
“Today we dive into how this travel themed pseudo healthy national neighborhood grocery chain came to exist from the unlikeliest of places as a clone trying to rip off Seven 11 in the 19 sixties.”
Ben Gilbert Oct 27, 2025 ▶ 3:10 Trader Joe’s: Hawaiian shirts and counter positioning (Audio) · Acquired
Oct 27, 2025 positive
Assertion Supported
Rosenthal: 7-Eleven has more global store locations than any other retailer
“One, today, twenty-twenty-five, they have more stores than any other retailer in the entire world. They are the largest retailer in the world by number of stores.”
David Rosenthal Oct 27, 2025 ▶ 8:05 Trader Joe’s: Hawaiian shirts and counter positioning (Audio) · Acquired
Oct 27, 2025
Assertion Contradicted
Rosenthal: 7-Eleven invented to-go coffee cups and self-serve soda fountains
“Two, they invented the to-go coffee cup. Ah. And also the self-serve soda fountain.”
David Rosenthal Oct 27, 2025 ▶ 8:28 Trader Joe’s: Hawaiian shirts and counter positioning (Audio) · Acquired
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