Jimini's opinion30 Jan 2023 08:01
Yo, J, good to have your current thoughts on record.
Although they are not that much different from last year. And the year before probably. Ever since JD rode to the rescue or not. And why not rinse and repeat your thoughts, as they are spot on?
As for JD's revamp plans, it is less easy to say. Of course, I suffer from the typical "optimism fault" - so desperate for a share rise that every positive saying seems rock solid and substantial objections like yours are too easy to battle away.
I like that you appreciate the share can sometimes jump for no reason - oh that today would be the day - but like you I can see any basis for that. Yes, maybe Christmas was good but it is past and 12,000 sacked Google employees or whatever are not ing to be buying SD
On the other hand, the stores are doing better - and surely the wholesale side can only go one way now? UP!!!!