RUSH TRANSCRIPT Charles stocks ░░░░░░░░ the green as we ░░░░░░░░ into the final hour ░░░░░░░░ trading You know folks ░░░░░░░░ hear a whole lot ░░░░░░░░ Amazon and how much ░░░░░░░░ a surge it s ░░░░░░░░ this year Even the ░░░░░░░░ few years And it ░░░░░░░░ true but I want ░░░░░░░░ talk about new places ░░░░░░░░ people are actually buying ░░░░░░░░ and spending their money ░░░░░░░░ a look at these ░░░░░░░░ winners so far this ░░░░░░░░ Overstock etsy sams com ░░░░░░░░ world all up more ░░░░░░░░ 100 on 2020 Amazon ░░░░░░░░ up about 70 But ░░░░░░░░ are some pure plays ░░░░░░░░ we talk all the ░░░░░░░░ about the retail Apocalypse ░░░░░░░░ don t know Maybe ░░░░░░░░ s just a shift ░░░░░░░░ we are getting some ░░░░░░░░ winners emerging out of ░░░░░░░░ I want to bring ░░░░░░░░ Aaron seitz to discuss ░░░░░░░░ People now are spending ░░░░░░░░ they re not going ░░░░░░░░ penney s and macy ░░░░░░░░ but it s not ░░░░░░░░ about Amazon either is ░░░░░░░░ No not at all ░░░░░░░░ of course has done ░░░░░░░░ well but the sites ░░░░░░░░ mentioned overstock and eBay ░░░░░░░░ camping world that is ░░░░░░░░ world s biggest manufacturer ░░░░░░░░ rvs it s really ░░░░░░░░ awesome time right now ░░░░░░░░ be in retail if ░░░░░░░░ are reaching the customer ░░░░░░░░ they want to be ░░░░░░░░ if you have that ░░░░░░░░ the channel offering if ░░░░░░░░ are using your brick ░░░░░░░░ mortar space uniquely and ░░░░░░░░ during this time so ░░░░░░░░ can really maximize things ░░░░░░░░ can win in retail ░░░░░░░░ so the omnichannel thing ░░░░░░░░ you have been talking ░░░░░░░░ for several years I ░░░░░░░░ everyone gets it now ░░░░░░░░ it feels like the ░░░░░░░░ part of it has ░░░░░░░░ curbside pickup really attractive ░░░░░░░░ when these companies report ░░░░░░░░ earnings we want to ░░░░░░░░ just how much curbside ░░░░░░░░ business you re doing ░░░░░░░░ well Absolutely Curbside pickup ░░░░░░░░ actually a huge winner ░░░░░░░░ the primary portion of ░░░░░░░░ pandemic Far and above ░░░░░░░░ home delivery We have ░░░░░░░░ lot of issues with ░░░░░░░░ delivery because of porch ░░░░░░░░ that also went up ░░░░░░░░ the pandemic Curbside pickup ░░░░░░░░ been a big winner ░░░░░░░░ you look at places ░░░░░░░░ carvana the ultimate in ░░░░░░░░ free shopping you are ░░░░░░░░ getting a car for ░░░░░░░░ days to try it ░░░░░░░░ to test it never ░░░░░░░░ coming in touch with ░░░░░░░░ salesperson People are loving ░░░░░░░░ Their sales are up ░░░░░░░░ year to date and ░░░░░░░░ looks like it s ░░░░░░░░ to do really well ░░░░░░░░ it has done well ░░░░░░░░ s why I wanted ░░░░░░░░ do this segment with ░░░░░░░░ retail expert because I ░░░░░░░░ been lucky enough to ░░░░░░░░ in and out of ░░░░░░░░ of these names and ░░░░░░░░ can t believe how ░░░░░░░░ money we are making ░░░░░░░░ Covid you think this ░░░░░░░░ thing will stay in ░░░░░░░░ this is the new ░░░░░░░░ we will shop Yeah ░░░░░░░░ have no doubt that ░░░░░░░░ are going to continue ░░░░░░░░ demand services better convenient ░░░░░░░░ you It s not ░░░░░░░░ of fear it s ░░░░░░░░ because of fear of ░░░░░░░░ People just recognize this ░░░░░░░░ really an easier way ░░░░░░░░ doing things Businesses can ░░░░░░░░ their footprint by 1 ░░░░░░░░ square feet That s ░░░░░░░░ where many retailers Nordstrom ░░░░░░░░ Lululemon that s where ░░░░░░░░ are