Related by context. Frequent words. (Click for all words.) 60 cannibalize 42 discounting 41 fragmentation 40 revenue streams 40 gross margins 39 decelerating 37 differentiation 37 gross margin 37 profit margins 37 overcapacity 37 saturation 37 obsolescence 37 vertical integration 36 incremental 36 pricing pressures 36 shrinkage 36 negatively impact 36 comps 36 deceleration 35 falloff 35 predation 35 Pachter 34 profitability 34 duplication 34 oversupply 34 markdowns 34 slowdown 34 seasonality 33 overexposure 33 dropoff 33 marketshare 33 margins 33 irreparable harm 33 overkill 33 collateral damage 33 sales 32 overlap 32 downsides 32 revenue 32 consolidations 32 discounters 32 spillover 32 softness 32 adverse impacts 32 erosion 32 downside 32 downsizing 32 impacts 32 ASPs 32 harm 31 advertising 31 downward pressure 31 declines 31 reallocation 31 overlaps 31 customer loyalty 31 proliferation 31 irreparable damage 31 closings 31 leakage 31 headwinds 31 overhang 31 adverse effects 31 backlash 30 letdown 30 diversification 30 monetizing 30 consolidation 30 repricing 30 underperformance 30 blowback 30 adverse publicity 30 duopoly 30 reinvesting 30 deleveraging 30 value proposition 29 environmental impacts 29 reinvestment 29 mitigated 29 degradation 29 unintended consequences 29 unbundling 29 shakeout 29 offline advertising 29 politicization 29 capex 29 diversifying 29 drawbacks 29 deflationary 29 glut 29 anticompetitive 29 decelerate 29 expansion 29 inefficiencies 29 industrywide 29 ARPU 29 decline 29 growth 29 slowdowns 29 cash flow 28 outperformance