Question is how their product offerings and prices will compare to their North American operations.
Funny, I was just thinking the same thing. If they simply offer the same obscure, poor-quality Chinese/European clothing/electronics/appliance brands (Hemilton, Gold Label, זק"ש, etc. come to mind) that are currently sold here for even cheaper -- not a happy camper. If they start selling the top names and quality name brands and even bring others that aren't available (e.g. Cuisinart) for 50% less = win.
Just imagine if they were to expand into the car importation business, bringing U.S. cars to Israel at the current price points?