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Barnes & Noble

5 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Feb 10, 2022 by David Rosenthal · said 44 times in 5 episodes since 2022 · across every show →

Mentions by year

brought up most by David Rosenthal (33), Ben Gilbert (8), Howard Schultz (3)

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2024 6 mentions in 2 episodes 3 per episode
2023 1 mention in 1 episode
2022 37 mentions in 2 episodes 19 per episode

every mention, scene by scene, with the transcript →

Everything said about Barnes & Noble, oldest first

Feb 10, 2022 neutral
Insight
Hardware quality is secondary to content selection and ecosystem lock-in
“You could have the best hardware in the world, but You needed the books. Like the content was what really mattered. It didn't matter if the Nook hardware was better than the Kindle or not. Like Amazon had the biggest selection of books, the easiest buying expe…”
David Rosenthal Feb 10, 2022 ▶ 33:36 Peloton - the entire history and strategy behind America's trendiest workout · Acquired
Feb 10, 2022 neutral
Assertion Partly supported
Peloton founder John Foley previously led Barnes & Noble's Nook business
“He had been prior to starting Peloton. He had been the head of Barnes and Noble's nook business, their e-reader business which is based in New York.”
David Rosenthal Feb 10, 2022 ▶ 33:09 Peloton - the entire history and strategy behind America's trendiest workout · Acquired
Aug 16, 2022 neutral
Assertion Supported
Rosenthal: GameStop originated from Barnes & Noble spinout Software Etc.
“GameStop is the merger of Software Etc, which spun out of Barnes & Noble and Babbage's software.”
David Rosenthal Aug 16, 2022 ▶ 1:53:58 Amazon.com · Acquired
Aug 16, 2022
Assertion Supported
Gilbert: Barnes & Noble and Borders held under 12% market share each
“Also worth noting, Barnes and Noble and Borders each only had less than 12% of the retail market each. So it's not like there was somebody who already had 80% market share that you had to go fight.”
Ben Gilbert Aug 16, 2022 ▶ 47:12 Amazon.com · Acquired
Aug 16, 2022 positive
Insight
Gilbert: Amazon counter-positioned against brick-and-mortar retail distribution models
“There's counter-positioning in the era that we're talking about, Barnes & Noble, and subsequently Walmart, because those folks would have to invest so much and did, well Walmart did at least, to completely reinvent the way that they do distribution and all the…”
Ben Gilbert Aug 16, 2022 ▶ 3:38:52 Amazon.com · Acquired
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