@hankreardonYes, I was also thinking about that point, regarding...

@hankreardon
Yes, I was also thinking about that point, regarding how they could change their business model over time.

Not obvious how they could evolve :
- getting closer to the brands, like Farfetch ? Not a great success so far for Farfetch,
- or moving towards luxury second hand markets (what would be their competitive advantage there ?),
- other option ? Perhaps regarding other product categories where they could also use the fact that there are different prices and taxation between countries.

For now, no sign that they are going into those directions.