retail
4 statements across 4 episodes · 2 bullish · 1 bearish · 4 people on the record · first statement Jun 6, 2024 by James Dyson · across every show →
Everything said about retail, oldest first
Jun 6, 2024 positive
Dyson: Competing on price is flawed compared to performance and durability
“Everything was sold on discount and price. And I thought that was wrong. I think, you know, that, that's well, it, it's boring for a start if it's, if you're looking at his price rather than looking at specification and how things perform. And I think performa…”
Dec 5, 2024 neutral
Wang: Managing DTC cash flow is easier than handling retail floats
“Learning how to line up your cash flows when you're a direct-to-consumer business is extraordinarily easy. A customer orders the product, you get paid right away. With retail, they'll order the product, and sometimes you don't get paid for 90 days.”
Jul 30, 2026 positive