Retail Sector

topic on 2 shows · 2 statements across 2 episodes

Invest Like the Best 20VC

2 statements about Retail Sector, every show

INVEST LIKE THE BEST Assertion Not checkable as stated
Amazon, Walmart, and Costco captured 62% of US retail growth
“And since they basically, you know, got on the same curve, 62% of all retail has gone to those three.”
Henry Ellenbogen Dec 16, 2025 ▶ 10:47 Finding The 1% of Stocks That Matter | Henry Ellenbogen Interview · Invest Like The Best
20VC Assertion Partly supported
Taussig: U.S. retail saw more store openings than closings in 2017
“There were actually more store openings than closings across the retail sector in 2017.”
Alex Taussig Mar 12, 2018 ▶ 10:12 20VC: Lightspeed's Alex Taussig on VC Risk Mentality, The Current State of Retail & The Mechanics of Cash Flow

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