Sam's Club
3 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jul 19, 2022 by Ben Gilbert · said 28 times in 3 episodes since 2022 · across every show →
Mentions by year
brought up most by David Rosenthal (17), Ben Gilbert (11)
tap a year for its mentions
2023 15 mentions in 1 episode
2022 13 mentions in 2 episodes 7 per episode
Everything said about Sam's Club, oldest first
Jul 19, 2022 neutral
Aug 21, 2023 bullish
Costco expanded its US warehouse footprint over a decade while Sam's Club shrank
“The average Sam's Club only generates about half the revenues of a Costco, and that gap has widened over time. Given the unit economics of the business, that's a tough hurdle to overcome, which explains why Sam's Club has a smaller unit base today than it did …”
Aug 21, 2023 neutral
Sam Walton launched Sam's Club after Sol Price shared his playbook
“Also in 1982, Saul gets a call from his old buddy Sam Walton... Saul tells him all about Price Club, how the model works, the cash flow dynamics, everything. Sam, of course, goes back to Bentonville, and within 12 months, guess what pops up? Ben Gilbert: Sam's…”