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On December 14, 2015, CLP commented on Costco Wholesale :

Thanks for your post. I wonder how you think the increasing popularity of online shopping and the advent of big box online retailers like boxed.com will impact Costco moving forward? I could also see the Google Expresses and Prime Nows of the world creating competition as well.

On December 14, 2015, CLP commented on Sears – The collapse of a company from within :

Thanks for your post. I also wonder how the advent of ecommerce has impacted Sears, which seems like such a traditional company. This decentralized system does not seem to work in a world where online shopping is becoming more and more important.

On December 14, 2015, CLP commented on TOMS: Evolving as a winner :

Thanks for your post. One challenge I see for TOMS moving forward is how do they move away from being a one product fashion trend to a stable brand in a competitive industry. I also wonder if they will be able to continue solely banking on their philanthropic mission in marketing their product to consumers. As you mention they are now moving on from shoes to other fashion accessories, and I wonder if they can still maintain their margins if they add on traditional marketing levers to their promotional strategy.