Shouldn't be thinking of it as Company vs Company so much as...

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    lightbulb Created with Sketch. 43
    Shouldn't be thinking of it as Company vs Company so much as just overall Rack/Floor space in my opinion. Ultimately everyone will get some of the pie, so it will just mean slower fill rates. Oversupply will lead to greater levels of discounting too.

    Might see an acceleration in industry demand, but that won't mean much if there is constantly increasing supply. It's especially sensitive as there is now more of a push towards larger DC's, so additional supply is more coarse.
 
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