How fast do new retail brands scale?

From Mary Meeker’s latest deck:

Screen Shot 2018-05-31 at 9.57.26 AM

Think about this chart in light of the question of whether the U.S. economy suffers from “too little competition.”

Now, this raises plenty of questions. How many of the brands are new companies vs. new brands from incumbents? How fast did brands used to scale? Etc.  Nonetheless, this seems like a notable part of the competition debate.

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