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Sears

also referred to as: sears roebuck

4 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jul 19, 2022 by David Rosenthal · said 19 times in 5 episodes since 2022 · across every show →

Mentions by year

brought up most by David Rosenthal (13), Ben Gilbert (5), Howard Marks (1)

tap a year for its mentions
0082154202220232024episodesmentions
024202220232024episodes it came up in
002.5254202220232024episodesmentions per episode
2024 5 mentions in 1 episode
2022 14 mentions in 4 episodes 4 per episode

every mention, scene by scene, with the transcript →

Everything said about Sears, oldest first

Jul 19, 2022 positive
Assertion Supported
Rosenthal: Walmart surpassed Sears as America's largest retailer by 1990
“So, by 1990, Walmart passes Sears to become the largest retailer in America.”
David Rosenthal Jul 19, 2022 ▶ 1:51:53 Walmart · Acquired
Jul 19, 2022 neutral
Assertion Supported
Sears Was Dominant Retailer Selling Everything, Including Homes
“Which is interesting because Sears was the dominant retailer. Everyone bought everything for their homes, including some homes from Sears.”
Ben Gilbert Jul 19, 2022 ▶ 21:26 Walmart · Acquired
Jul 19, 2022 bearish
Opinion
Walmart, not Amazon, was the primary cause of Sears and Kmart's collapse
“And I thought like, oh, well, duh, Amazon killed them all. No, Walmart killed them. There's no way that Kmart or God forbid Sears at that point could compete against Walmart.”
David Rosenthal Jul 19, 2022 ▶ 1:54:27 Walmart · Acquired
Nov 18, 2024 neutral
Assertion Supported
Gilbert: Sears Roebuck sold flat-packed furniture before IKEA popularized it
“There were many other companies that were doing flat-packed furniture before this, including the company we've talked about multiple times on this episode, Sears Roebuck, was flat-packing in their catalog distribution in America.”
Ben Gilbert Nov 18, 2024 ▶ 1:00:09 IKEA (Audio) · Acquired
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