Supply-chain overlap

direct ties · both sidesSources

direct ties · both sides

Only CPRI 8

TPRTapestrycustomer

—EssilorLuxotticaunlistedcustomer

—EuroItaliaunlistedcustomer

—Fossilunlistedcustomer

Shared 0

No shared counterparties.

Only PENN 9

AAPLApple App Storecustomer

GOOGLGoogle Play storecustomer

VICIVICI Properties, Inc. (NYSE: VICI) ("VICI")supplier

GLPIGaming and Leisure Properties, Inc. (Nasdaq: GLPI) ("GLPI"), a real estate investment trust ("REIT")supplier

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

CPRI compared with PENN: revenue, margins and what each company keeps, and the suppliers and customers both name