e-commerce cannibalization
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 14, 2023 by Neil Blumenthal · across every show →
Everything said about e-commerce cannibalization, oldest first
Dec 14, 2023 positive
Blumenthal: Physical stores cause brief e-commerce cannibalization but expand overall demand
“What we found is that if we're going into a new market and we open up that first store, there is some e-commerce cannibalization for a short period of time.
The way to think of it is there's a certain size pizza in that market.
The store comes.
There's a bunch…”