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Re: Mermelstein post# 69071

Sunday, 03/08/2020 5:46:34 PM

Sunday, March 08, 2020 5:46:34 PM

Post# of 113950
SGRP I’m not seeing the tailwinds here because people are shopping at Costco.

It’s simply not plausible that a blip in hand sanitizer and toilet paper is somehow going to represent a surge in business for them.

I think they are much more likely to be harmed by less overall consumer activity, product sourcing issues leading to empty shelves and of course the ongoing background effect of amazon eroding their customers business.

Not horribly expensive though I guess if their results are sustainable.

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