Similarly curious on why deflation being imminent is obvious; YoY transactions have been running negative (with absolute transactions nearly back to 19 levels) and pricing discipline hasn't cracked. Why do you think this is?
hey burlap,
really great work - seems like this "as consumer balance sheets weaken and goods deflate, we expect LOW to lose pricing power. Normalizing topline to pre-covid trendline levels can result in 25-50% EPS revisions... login to read the rest
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