Speaker unverified: belief

Transcript context

…A mystery to me is why the pharmacies are so much better in the UK versus the US. You go into a Boots versus you go into a CVS or Walgreens, and it's like night and day. One of the things I would say, just as a standard matter, is because of the concentration. It's really concentrated by category. Pharmacies, it could be a category. Apparel can be another category, et cetera. This is true in Australia, and this is true in Germany. The standards are higher, and they're more consistent of that service. In the US when you have tens of thousands of supermarkets, hundreds of big brands, it's different. If you look even more upper-funnel, say CPG, there are a lot more CPGs in the US market that are competing than in some of these other countries, which make things like inventory management, the SKU counts, the size of the stores, all of that, therefore is different. You referenced some of the stuff we're doing together. I think of Stripe and DoorDash as almost having grown up together, founded very similar times, and then you guys were early users of all manner of products, be it Stripe Connect or Radar or Issuing for cards or things. What would you like to see Stripe do that it doesn't today, either because you guys would like to use it or just because you think it's something we should be doing? I've been giving you all my silly product suggestions. This is where you get to turn the tables and give me yours.…

Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.