In short: Used as the archetype of the successful retailer that now can't find space: "if you're a Dollarama… trying to find new space, well, okay — the Bay went bankrupt, Zellers went bankrupt, Sears is gone. There's no low-hanging fruit." Supports the landlord-pricing-power conclusion.
37:58Toys R Us has gone bankrupt. So where's the incremental space going to come now in the next 10 years for those re successful retail growth business plans to find space? It's going to get harder. And so I think that's good. As leases expire, there's going to be pricing power for these retail landlords. — Okay.
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