It didn’t need to be special. It needed to be chosen often. When the lane got crowded, traffic softened.
The songs stayed. The shelf stopped carrying the value.
Retail doesn’t only punish failure. It punishes being slower than the systems around you.
The promise wasn’t luxury, it was frequency. Small traffic drops hit harder when the model ran on thin room for error.
It didn’t pull people in. It converted passersby. Once visits spread out, fixed costs hit harder.
Experience was the moat. Once the screen did the same job, the box stopped working at scale.
250+ locations — it worked when “casual” still felt like going somewhere. Then the middle got crowded.
CompUSA scaled on in-person comparison — then the category learned to sell itself online.
200 stores and about $1B in revenue — built on physical discovery. Digital made the trip optional.
Sep 9, 2026
A hundred years of guaranteed orders ended in one paragraph of a consent decree.
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