Retail Geek

JUNE 16, 2021

You know I started getting really kind of curious about the food delivery space I’d say towards the end of 2018 I took a trip to India and I’ve been reading about ghost kitchens and while I was working in Tech I was making video content around food, and it was really kind of just like Food Tours kind of like Munchies style and I. [2:37]

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Retail Geek

JUNE 13, 2022

Mid 2018 to today they’ve invested another 50 billion dollars and literally double the size of their capacity so the likelihood of anyone in the u.s. Scot: [1:01] Hey Jason and welcome back Jason Scott show listeners. And this is where we. Jason: [11:03] We got on like The Today Show. competing with him in terms of.

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Retail Geek

SEPTEMBER 3, 2021

Net positive ebit has but they basically have had a net loss every year except 2019 when they broke even. 8:26] You know you like if you look at 2018 you said hey they sold 270 million and they lost 22 million on it in 2019 they sold 370 million and they broke even. 20:05] But like my so my overall take away.

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Retail Geek

FEBRUARY 8, 2024

package in the US (the first reduction in cost to serve since 2018). Jason: [2:05] No you can’t. Operating income came in at 6.1%, which is the highest since 2019. AWS accelerated growth but slowly declined margins. Jason: [1:59] That sounds wildly safe.

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Retail Geek

NOVEMBER 30, 2022

Average discount rate globally it was twenty-seven percent and we can talk about how that looks your rear and how it looked, compared to 2019 but even with those large discounts and by the way those are large discounts compared to any normal day. Rob: [11:05] Right right right get behind the Velvet Rope and be able to get some early deals.

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Retail Geek

JULY 16, 2021

Jason: [7:05] Enter Then you joined Oracle before Oracle acquired atg. 13:05] But our customers tend to be large Enterprises so we do all of the e-commerce for AT&T.com for Lego for Ulta Burberry John Lewis so a lot of our customers are doing 500 million plus in gmv we do go lower you know maybe 50 million. [13:25]

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Retail Geek

AUGUST 29, 2023

10:05] I think that’s a legality I think I think it’s a pretty hard commitment is my reading of them and they basically say these guys are already these guys have lined up to buy at least 400 million in this offering. Scot: [1:05:00] Yeah so what do you think. Jason: [1:05:22] So I know I yeah I think.

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