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Evan Hellmuth's avatar

Adore this idea, thanks for sharing!

Surely competition isn’t so light? That’ll be my main research focus on this name.

I happen to be in the market for a new pair of prescription sunglasses… I’ll take a look at kits.com and report back 😎

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Pound the Rock Investing's avatar

Definitely give the product a try...great experience!

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William Lough's avatar

Have you looked at Fielmann as a comp? Not mentioned in your assessment of the US landscape but is a German-listed, majority family-owned vertically integrated player building out in the US.

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Pound the Rock Investing's avatar

I have. Great business. They are obviously not pure play but have been excellent operators for a long time.

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