Evidence receipt / disagreement
Published · transcript-backedBen Gilbert: disagreement
27 Oct 2025 Acquired Trader Joe’s
“Oh, I disagree. On a per-SKU basis, I think Trader Joe's sells more nuts. Okay, that's fair.”
Source trail
Everything needed to verify it.
- Speaker
- Ben Gilbert
- Attribution
- Verified speaker
- Claim type
- disagreement
- Recorded
- 27 Oct 2025
- Publisher
- Acquired
- Episode
- Trader Joe’s
Transcript context
…So, scale economies, the first one that exists in so many of the companies we cover. Sure. Of course, Trader Joe's has economies of scale, but relative to their competitors in the grocery industry, they definitely don't. They're much lower scale. Oh, I disagree. On a per-SKU basis, I think Trader Joe's sells more nuts. Okay, that's fair. I mean, think about if it's against Safeway, and Safeway has 30,000 SKUs and they have four. I bet it's actually pretty competitive on who moves more volume. I mean, it's got to be the best-selling wine in the world. --- Interesting. So maybe they do have scale economies then on a SKU basis. I buy that they don't on a real estate basis or a labor basis or anything like that.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.