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Sidecar Partners

@sidecarcap

Remodeled two bathrooms in 2022. While Lowe’s and Home Depot are < 1 mile away, our contractor drove 16 miles to Floor and Decor $FND. This conversation b/w

@ReustleMatt

and

@Speedwell_LLC

does a great job talking through why.

joincolossus.com

Drew Cohen - Floor & Decor: Raising the Floor

Drew Cohen is the co-founder of Speedwell Research. We cover the origin story of Floor & Decor, their unique logistics strategy, and how the business can grow beyond its existing footprint.

3:28 PM · Dec 8, 2022

Replying to

and

Thanks for listening and sharing! Drew is one of the deepest thinkers and clearest communicators I know. That said, was still surprised at how well this podcast turned out given it was his first haha. Matt did a great job hosting!

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Replying to

and

Watch out for high inventory levels