Amid Rising Inflation and Slowing Growth, How is the U.S. Consumer Faring?
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Is the Click and Collect a Pandemic?
The consumer loves optionality. If they want to buy something at the store and see it and feel it, they can go to the store. And then just whatever convenience I think that can be introduced to the consumer they're going to try. It's also pushing Amazon up the investment curve. We've seen two years of outsized fulfillment center investment from Amazon. The battle of same day, next day, convenience, price, last mile delivery will not have been any time soon.
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