retail channel
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Sep 4, 2025 by David Friedberg · across every show →
Everything said about retail channel, oldest first
Sep 4, 2025 neutral
Friedberg: Physical retail leases act as fixed debt obligations
“The retail channel, like others, is highly levered because in order to have a retail store, you have to pay a monthly fee to the physical real estate owner, and so it's unlike other businesses that are services or are more nimble and can relocate, you actually…”