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Frontline Data | Unordered Inventory Overflow & Rotacart Priority Pilot Request Investor Relations team, I am writing to provide operational data from the store level relevant to the company's supply chain modernization and talent retention efforts. The situation: Store managers receive significant quantities of inventory they did not order. On truck days, stores get hundreds of boxes with limited visibility into contents. This unordered overflow accumulates in backrooms, consumes constrained labor hours, and results in product destroyed per the markdown-to-a-penny policy. Why this matters to investors: The company is investing in Rotacart to eliminate manual unloading inefficiency and backroom clutter . Rotacart is already servicing 600+ stores in some markets, with a goal of 2,000+ by end of 2025 . Stores with the most severe unordered overflow are the same stores where Rotacart would deliver the greatest ROI. They are burning cash right now. New research direction: AI...

What's the reason for buying disappearing? sell. 🍒 Sell when: Thesis is broken Core: The long-term economics have deteriorated, the "moat" been removed, and the original purchase data has changed. This is "admit the mistake" of selling, and most decisive. Example: $Para (sold at a loss) The entire position was cleared in 2024, admitting "lost quite a bit of money". The reasons are very specific: · cable TV revenue continues to decline · The streaming business suffered heavy losses, and the industry was in a price war · The dividend was cut "not good news" Sell half: Valuation too high or position too large Core: The company is good, but is too expensive relative to its market value (other current offerings have better value, or a single stock accounts for too high a proportion of the portfolio, creates risk of more $’Decline, leaking. Example: Apple (sold about 50%) The Apple cut in half in Q2 2024 core reasons: · Valuation concerns: Apple...