Evidence receipt / evaluation
Published · transcript-backedDavid Rosenthal: evaluation
29 Aug 2016 Acquired Jet
“Urban and millennial customers. So there’s definitely an asset buy here and the customer base, I think you’re right though.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- evaluation
- Recorded
- 29 Aug 2016
- Publisher
- Acquired
- Episode
- Jet
Transcript context
…Boy, that doesn’t sound like Walmart’s base. Yeah. Who does not shop at Walmart? Urban and millennial customers. So there’s definitely an asset buy here and the customer base, I think you’re right though. At the core like the two biggest reasons are the people and the technology. But it kind of like could fit in to multiple buckets here. Yeah, I agree. It’s funny as you say that the millennial generation and the urban dwellers are more of the Jet base and that’s so obviously not Walmart. I saw a couple comparisons on a couple other podcasts I listen to and then in Stratechery, to Walmart being this generation’s Sears.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.