[s1artibartfast]

I dont understand how that supports the conclusion that it is out of proportion. It can be simultaneously true that mismanagement is a meaningful budget impact, and theft is a meaningful budget impact.

I think the more interesting questions are if the rates of theft are changing. IF it has gone 10x in 10 years, that might be noteworthy, no? If theft rates are concentrated in 10% of locations, that might be noteworthy too.

My national retail supermarket has profit margin of about 1% of sales (ticker ACI). If mismanagement was always 1%, and now theft goes up to 1%, the company will go bankrupt.