Post #6479 by tecmo on the US Policy board

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COST and AMZN have more of a membership model, no? Pay a fee to be part of the club to buy your things. I'd say Walmart was more of a cost model, until they tried to follow COST and AMZN into membership. Though they did have Sam's Club which was membership model maybe.

Yes, a valuation metric I looked at was using a (very high) multiple on their membership revenue, and essentially zero on the rest of their sales (which they essentially make very little profit on). My premise was that memberships would grow quickly as they opened new stores and they had good pricing flexibility here.

tecmo
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