Go Puff Business Model?

[Tanh Truong]

I've purchased a retail strip mall back in December with GoPuff as a tenant and have also viewed several properties in different states that had GoPuff as a tenant on the rent rolls. What's interesting to me is that they haven't occupied the space but have been paying rent. Has anyone else seen this? Any intel as to what they're doing?

[Bryan Mitchell]

At the moment GoPuff is cutting expenses: 

While initial reports said just 3% of the Philly-founded company's 15,000 employees would be affected, LinkedIn data and announcements show it may be many hundreds more. 

They are probably reassessing their growth and expansion.