Jason Hall

Those are things that those costs can pass along while still getting better margins than the competitors.

Sometimes I think we forget that.

I know video imagery shows really well for podcasts, but I'm holding up on the screen right now two different pairs of glasses that I have to wear, depending on the situation.

I do not.

The funny thing about it is, Jeff Santoro, who's a close friend of mine, a colleague of ours, loves Warby Parker because he's used it.

He has kids, teenage boys, one of whom needs glasses.

He knows that

the glasses are just something that's going to get lost.

Right.

And he, that experience has been mind bogglingly good for, for his family and other people that I've talked to in a similar situation.

So I think there's a there there, but I think at the end of the day, the more they move into physical locations, the harder this business is going to get.

Right.

Because it's expensive and,

this cyclicality and the reality.

This isn't like traditional healthcare, where it's fine through recessionary periods.

People will wait another year to get glasses if the finances are tight.

I do think those things are pressuring the business.

But at the same time, because they are a bit of a low-cost leader already, that's part of their business model.

It could actually be, the near-term headwind in the long run could drive more people to Warby Parker that when times are good, they're spending more money on the nicer stuff.

I'm absolutely a buy on Trex right now.