johnsobas said:
yea i've seen the 4% number on gaf, not sure how much truth there is, but it's certianly not much more than 4%. Actually losing Toysrus is not that big of a deal, they still have over 50% of retailers and recently added online sources. They still have all the historical data on toysrus, there should be very little error. The main problem is wal-mart. |
50% of retailers. Not 50% market coverage.
If Toys R Us is 4% Market Coverage, that's a pretty big deal. Also historical info only matters when you think the pattern is going to stay the same... with them being bankrupt they are pulling all sorts of weird deals and stuff to try and stimulate buisness... their selling patterns are going to be way off historical data.