I have had to make my rationale for the Retail Sector to My Partners. This is the time of year I think about the Fall BuyIn Season and Retailers are my Stars.
The topic was "Saturation". I used Lowes as opposed to Home Depot and Wal-Mart vs smaller Consumer Outlets. My argument is both LOW and WMT have "maxxed out" both thier expansion and customer base. The room for Future Growth has a very thin margin.
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