retail industry

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Apr 21, 2026 by Tony Xu · across every show →

Everything said about retail industry, oldest first

Apr 21, 2026 neutral
Assertion Not checkable as stated
Xu: Retail in Europe is far more concentrated than in the US
“Yeah, in the U.K., in Germany, in France, in a lot of European countries actually, this is more the norm than the exception, whereas in the U.S. You have, you know, maybe hundreds of different big brands that, that, that, that are strong in certain regions, bu…”
Tony Xu Apr 21, 2026 ▶ 1:10:45 The economics and trends of the restaurant industry, with Tony Xu of DoorDash
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