Thursday, October 11, 2007

What about SHRINK

In Harrington's article about SBT(read here), there were 2 sentences about SHRINK. It seems to this maven that once the inventory problem is settled (and it has to be) the BIG battle will be about who eats the SHRINK. Does anyone alive really believe it is only 2%. If so, reply to this blog because there's a bridge that I'd like to sell you.

Inside sources say that the SHRINK is more then 5% and can run as high as 8-10%. So lets do the numbers. A 4 billion dollar industry divided by 2 equals 2 billion. Five percent of 2 billion is 100 million dollars a year. Now that's a fight worth having. This will be better then the "Thrilla in Manila"

More to come...........
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