RTFA. They haven’t done any of this. The headline is for their shrink number, which they said is fueled by theft. But theft and looting is 10x more difficult t

RTFA. They haven’t done any of this. The headline is for their shrink number, which they said is fueled by theft. But theft and looting is 10x more difficult to solve than other shrink. It plays worse with investors. If their stores are indeed becoming dangerous, that might also reduce sales from normal customers. All other kinds of shrink they can implement internal processes to reduce. This narrative makes no sense.