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Hey David -- thanks for the
Hey David -- thanks for the analysis. One thing that I would be interested in hearing more about is the effect that some of that "black Friday censorship" by Walmart had on its traffic and general online perception back in October. Seems to me that Walmart not only lags behind Amazon in the e-commerce category, but also the online PR one too?
Seems to me that Walmart has so many negative things out there about them online that the last thing you would want to do is alienate a core audience -- early adopters, online savvy folks, etc. Sure it has the cost per square foot and cheap goods from China ratio down pat, but could use a lesson in online commerce and conduct?
What are your thoughts?
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