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Macy's

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Oct 26, 2020 by Benedict Evans · said 10 times in 6 episodes since 2020 · across every show →

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brought up most by Benedict Evans (10)

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2021 1 mention in 1 episode
2020 7 mentions in 3 episodes 2 per episode

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Everything said about Macy's, oldest first

Oct 26, 2020 neutral
Insight
Evans: Department stores are unbundling online just like print media
“Macy's is a bundle in the same way that a newspaper or a CD is a bundle. And the bundle gets broken apart. The department store is a bundle and all of that gets massively disaggregated.”
Benedict Evans Oct 26, 2020 ▶ 23:33 Amazon and eCommerce
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