Hey Javier i've been reading your insight's about business models, retail specifically, and they are great. I'll be thrilled if you have a look on the legal cannabis (CBD) business model in Europe which i'm currently employed, i think it has a very interest apeal to analyze from the retail lens: big surfaces, economy of scale, gruesome competition, high margins and a real need to take some company public! Also a lot to analyze from the suppliers side, we receive a lot of products from Switzerland and eastern europe for example. Anyway keep the good work!
Also interesting as I just posted about a cute retailer beating US tech since 2020 by a big margin. Build-A-Bear Workshop (BBW) selling teddy bears, stuffed animals, and characters ... cute right? :) Chart in the tweet if one wants to check it out ;).
Hey Javier i've been reading your insight's about business models, retail specifically, and they are great. I'll be thrilled if you have a look on the legal cannabis (CBD) business model in Europe which i'm currently employed, i think it has a very interest apeal to analyze from the retail lens: big surfaces, economy of scale, gruesome competition, high margins and a real need to take some company public! Also a lot to analyze from the suppliers side, we receive a lot of products from Switzerland and eastern europe for example. Anyway keep the good work!
:) Interesting. Will add it to the pipeline ;)
Great take as always, thank you!
Also interesting as I just posted about a cute retailer beating US tech since 2020 by a big margin. Build-A-Bear Workshop (BBW) selling teddy bears, stuffed animals, and characters ... cute right? :) Chart in the tweet if one wants to check it out ;).
https://x.com/Maverick_Equity/status/1863239674384290137
Great! I didn’t know about this case 🙏🏼
Glad to hear, me neither until just recently, quite a case, will study more ... an outlier quite clearly ;)). Cheers!