Love your analysis and hope to see more moving forward. Having had a great run from the lows so far, does the drop in furniture and houseware spending for the month of April compared to other subgroups raise any concerns? Love to also hear what others think are the long term competitive advantage of Adairs/mocka products are especially if there is a shift to online where there are a plethora of substitutes. I have attempted to do this myself by asking 50 of my colleagues what they thought about the brand and only 1 person thought highly of the brand which is quite concerning.
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