Kmart

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement May 2, 2023 by George Stalk Jr. · said 13 times in 3 episodes since 2023 · across every show →

Mentions by year

brought up most by Shane Parrish (12), George Stalk Jr. (1)

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Everything said about Kmart, oldest first

May 2, 2023 positive
Assertion Supported
Stalk: Walmart Beat Kmart by In-Sourcing Trucking and Accelerating Supplier Pay
“They did that by having their own trucking, not outsourcing it. They did that by scheduling deliveries once a week instead of once every two weeks or once a month. They did that by incenting their suppliers to deliver to a very strict and ornerous schedule by …”
George Stalk Jr. May 2, 2023 ▶ 50:14 Proven Strategies to Accelerate Growth, Productivity and Profits with George Stalk, Jr.
Sep 23, 2025 neutral
Assertion Not checkable as stated
Dick's Arbitraged Kmart's Loss-Leader Ammunition Pricing Below Wholesale Cost
“Marty filled an entire shopping cart with shotgun slugs, case after case, buying Kmart's entire inventory at their last liter price, cheaper than Dix could buy them from Remington or Winchester.”
Shane Parrish Sep 23, 2025 ▶ 23:53 Ed Stack: Lessons from Dick’s Sporting Goods [Outliers]
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