Staples, Inc.
Thesis
Staples is positioned to outperform Amazon in the B2B office supply market due to its dedicated sales team, fixed pricing, and superior customer service. The market has overreacted to Amazon's introduction of Prime membership, creating a compelling opportunity to invest in Staples as it continues to dominate the enterprise market.
Did it work?
While the thesis presented a strong case for Staples outperforming Amazon in the B2B office supply market, there is no available price performance data to assess the effectiveness of the investment. Given that 106 months have passed, which exceeds the typical investment horizon for such a thesis, the lack of concrete outcomes makes it difficult to determine if the thesis has played out or failed. Therefore, the verdict is inconclusive with low confidence.
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