[chimeracoder]

> You think CVS doesnt have granular numbers on shoplifting?

Take a look at what CVS disclosed in official shareholder reports

> Whether they report those publicly is another story

Well, no, if they have evidence of a massive material increase in organized shoplifting and don't disclose that, it's securities fraud. Conversely, if they make false material claims in direct shareholder reports, that's also fraud.

[manderley]

Seems there's no material increase in organized shoplifting, but that doesn't change the claims about regular shoplifting? Seems like you're not actually disputing anything.

[marcus0x62]

Seems like they would be motivated…to tell the truth about this.

[chimeracoder]

> Seems like they would be motivated…to tell the truth about this.

In shareholder disclosures, yes. Which is, incidentally, where they have never made any of the claims the NRF is making! Those have been limited to PR statements with no legal obligations.