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The retail stores are less able to handle shrink than they could before because they have serious competition from online sales.

They have tighter margins due to competition, so they lock stuff down more, leading to a much worse shipping experience, leading to more people shopping online. It's a death spiral.

There's certainly more reporting of shoplifting in SF in the last couple years, but it's only a part of the story, and evidently not a general trend, or we would see it in higher level statistics.




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