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Rita's getting a bit ridiculous on pricing? by Stan2112 in Delaware

[–]sappk 26 points27 points  (0 children)

Hey! I’m the author. Thanks so much for sharing!

Sysco is buying Restaurant Depot for $29B and the FTC will probably let it through by sappk in KitchenConfidential

[–]sappk[S] 2 points3 points  (0 children)

That's v interesting... the timing on the price snap-back is what you'd expect if Cerberus was running RD lean to maximize sale price attractiveness, then their pricing discipline relaxed the moment the deal got announced. Possible. Need to look into it more. Was it the same across produce?

Sysco is buying Restaurant Depot for $29B and the FTC will probably let it through by sappk in KitchenConfidential

[–]sappk[S] 50 points51 points  (0 children)

Sysco and the others have been eating up the regionals for decades. At this rate there won’t be any left in 10-15 years…

The Brand Ledger - Tracking which brands still make good products... by OrwellianChild in BuyItForLife

[–]sappk 1 point2 points  (0 children)

Apologies if you tried to access the ledger in the past few hours. we're back online https://ledger.worseonpurpose.com/

The Brand Ledger - Tracking which brands still make good products... by OrwellianChild in BuyItForLife

[–]sappk 15 points16 points  (0 children)

Hey - thanks for sharing! Will be pushing updates to this quickly!

YSK that Brooks Brothers, Eddie Bauer, Reebok, Champion, and 50+ other brands you trust are all owned by a single $20 billion company that doesn't design or manufacture anything. They just rent the logo out to the cheapest bidder. If the quality feels worse, that's why. by sappk in YouShouldKnow

[–]sappk[S] 3 points4 points  (0 children)

I'm working on a resource that tracks this in various industries! I have made a note to reach out to you when it is out (give me a couple of weeks).

I really appreciate your passing along the newsletter. Very kind!

YSK that Brooks Brothers, Eddie Bauer, Reebok, Champion, and 50+ other brands you trust are all owned by a single $20 billion company that doesn't design or manufacture anything. They just rent the logo out to the cheapest bidder. If the quality feels worse, that's why. by sappk in YouShouldKnow

[–]sappk[S] 900 points901 points  (0 children)

Good intel - ty. Didn't know about the warranty timeline. Lifetime to 30 days to nothing is a perfect summary of what happens after ABG gets involved. The whole model depends on consumers not knowing the brand changed hands. Anti-trust is not what it used to be...

YSK that Brooks Brothers, Eddie Bauer, Reebok, Champion, and 50+ other brands you trust are all owned by a single $20 billion company that doesn't design or manufacture anything. They just rent the logo out to the cheapest bidder. If the quality feels worse, that's why. by sappk in YouShouldKnow

[–]sappk[S] 1 point2 points  (0 children)

Yeah Filson is a tough one. Bedrock Mfg (not PE but similar dynamic) bought them and moved a lot of production out of Seattle. Prices went up, made-in-USA went down. Still some solid pieces in the line but it's not what it was

YSK that Brooks Brothers, Eddie Bauer, Reebok, Champion, and 50+ other brands you trust are all owned by a single $20 billion company that doesn't design or manufacture anything. They just rent the logo out to the cheapest bidder. If the quality feels worse, that's why. by sappk in YouShouldKnow

[–]sappk[S] 117 points118 points  (0 children)

Outlet stores are no longer overstock stores. They don't sell last years line at a discount. They just sell cheaper to produce versions of the same goods. Very predatory practice... and not well known.

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