[gjsman-1000]

That would make a lot more sense (pardon my misreading)…

… but at the same time, I don’t believe for a second this actually causes a $435M loss. There are way too many assumptions - for example, if people are ordering groceries, they are way more tolerant of delays for needs than, say, the latest TV deal.

The loss that it causes on conversion rate for a brand new company trying to get leads does not track with buying oatmeal.

[StopVibeCoding]

for a company the size of kroger, $435M is an extremely conservative loss. If someone did proper research and determined that it's 3x, maybe 4x that much I would belive them.