David Rosenthal: prediction

Transcript context

…Yeah, is there a massively expanding TAM, did they expand that market because people are just buying more stuff than they otherwise would have? I don't know what happened to the other two stores, whether they went out of business or not. Certainly, they wouldn't have right away. I think what happened was this caused such a stir that people started coming to shop at Walton's Five and Dime from other towns. I think it was the first time that Sam realized that shock value would bring customers much like I didn't need anything the first time I went to an Amazon Go to try the cashierless checkout. People came for novelty value here. That taught him the lesson of, oh, maybe we should always have novelty value. Maybe there are reasons why people should be coming to Walmart even if they aren't necessarily looking to buy something.…

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