6 Comments
Mar 18Liked by YoungHamilton

This is great. Thank you for highlighting something that seems to be hiding in plain sight, this is very useful.

Expand full comment
author

Thanks for reading.

Expand full comment

Looks like they still have loads of room to grow in the US.

In the UK it is notable that they do not have any stores in the whole of Northern Ireland, it seems an obvious way to grow the business within the UK. I wonder if there is a reason for this. Additionally, expansion into the Republic of Ireland seems an obvious next move given the maturity of the UK market, and the similarities of people/culture/capital/history between the UK & ROI, not to mention geographical links.

I think there is still room to grow in Canada too.

Expand full comment
author

Agree about the growth opportunity in the US and Canada.

Expand full comment
Mar 11Liked by YoungHamilton

great analysis

Expand full comment
author

Thanks Brian!

Expand full comment