What are your thoughts on:
1. Amazon and GXL's retail
2. The pet food industry and distribution of it and how is GXL going to compete here with the likes of Coles and Woolies?
3. GXL's pet food brand future and its competitiveness? GXL is a retail and vet company not a pet food company. Do you think they can be competitive in this space with key players like Mars?
4. How is GXL going to compete in the future without reducing their margins in the retail space?
It would be great to hear your thoughts.
GXL investment thesis, page-75
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