This podcast episode explores the challenges faced by Under Armour in its turnaround plan and the complexities of the retail industry through the lens of Shein's application to join the National Retail Federation (NRF). It also delves into the partnership between Costco and Uber Eats, discussing the viability of delivering Costco products through the delivery app. The conversation highlights the need for understanding customer demographics and addressing logistical challenges in the delivery app space, as well as the trend of convergence in the industry.
