The COVID Pulldown and E-Commerce Sales

I think there is a turning point coming where it's going to get really good for the next three years. We're currently at like 15% e-commerce penetration, right? The COVID spike was like 16, 16 and a half. That's why the past 18 months have felt really, really bad,. And I've been very open that like, I think we're going to see more consumer bankruptcies because of this pulldown.

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