Organized Retail Crime and Rising Shrink at Big-Box Stores

Bullish Gator

Home Depot’s VP Scott Glenn on how organized retail crime—large-scale heists—drives retail shrink, prompts locked inventory and harms customer experience.

Editorial companion

What stands out

The episode flags organized retail crime as a concrete operational risk for big-box retailers like Home Depot. That matters to investors because Bullish Gator shows HD as bearish across fundamentals and technicals, so inventory losses and higher asset‑protection costs could amplify downside pressure.