Hikes Heard ‘Round the World, Unsurprisingly Horrible, and Shrinking Shrink 6/22/23
The Exchange
00:00
The Rise and Fall of Men's Underwear
We think this factor will improve in the coming future for three reasons one shrink has been up and down historically we went back and looked at 20 years of conference conference call transcripts. Two retailers are not just sitting still letting this happen to them they're taking action to try and address it by implementing technology and other factors. Third next week there'll be a new law that is put in place called the format that will require high volume sellers on third party marketplaces to register. That's going to hold some more accountability for how this shrink gets monetized so over time we do think that this will be a tailwind.
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