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To: Cooters who wrote (355)2/25/2025 8:38:29 AM
From: Soumaila  Respond to of 473
 
I listened to the call and read the transcript. They are eating Target’s lunch because of the mix of merchandise, including grocery, and execution in supply chain and inventory management providing consumers an improved experience.

The macro environment and chaos in DC is causing lots of caution. The earnings calls I am listening to all express caution and unknown factors. RFID appears to really be swept up in this caution. Good news is people gotta eat, and grocers need to keep getting more efficient…Hmmmmm does PI have a solution?



To: Cooters who wrote (355)2/25/2025 9:15:19 AM
From: Soumaila  Read Replies (1) | Respond to of 473
 
The real question is can PI deliver grocery checkout.