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Published · transcript-backed

David Rosenthal: belief

4 Mar 2026 Acquired Costco

“I think for the items again, the non-staples, the treasure hunt type items, they intentionally want to run out so that they're not going to be there next time you come.”

— David Rosenthal

Source trail

Everything needed to verify it.

Speaker
David Rosenthal
Attribution
Verified speaker
Claim type
belief
Recorded
4 Mar 2026
Publisher
Acquired
Episode
Costco

Transcript context

…I did not realize that. I know they've learned a bunch of things over the years. When they brought in fresh food for the first time, they didn't optimize the place in the store where they put that, but they still saw a huge spike because it drove repeat. When you have fresh food, people come in, they want to buy that, they add some other stuff. But they've been very clever in figuring out where to put it in the store to make sure that you have to walk by a bunch of other stuff to get them. The fresh food is in the back. If you're coming in for fresh food, congratulations, you get to see all these other cool things that our buyers have managed to find out in the world for you. Of course, you get some of those, too. Yup. I think for the items again, the non-staples, the treasure hunt type items, they intentionally want to run out so that they're not going to be there next time you come. Yes, that's a good point. Okay, analysis time?…

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

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