The Costs of Surviving in Ecommerce by Wolf Richter • Dec 26, 2019 • 94 Comments Ecommerce Knocked it Out of the Ballpark this Holiday Shopping Season, But Investments by Retailers Are Huge & Will Get Huger.
How Amazon Gains Control & Domination by Wolf Richter • Dec 25, 2019 • 123 Comments Amazon takes over the last mile and everything else.
What Options Do Mall Landlords Have When Brick & Mortar Retail Melts Down on Them? by Wolf Richter • Dec 24, 2019 • 160 Comments Even in San Francisco: From a brand-new glitzy zombie mall to innumerable vacant storefronts.
THE WOLF STREET REPORT: How Amazon Gains Control & Domination by Wolf Richter • Dec 22, 2019 • 123 Comments Amazon takes over the last mile and everything else.
Mall Shooting Highlights Folly of AAA-Rating of CMBS Backed by a Single Mega-Mall by Marc Joffe • Dec 16, 2019 • 89 Comments “I want to see rating agencies improve their performance before they contribute to another meltdown.”
Brick & Mortar Meltdown Manhattan Style: Lenders Foreclose on Times Square Tower whose Six Retail Floors are 90% Vacant by Wolf Richter • Dec 11, 2019 • 112 Comments Wow, that was fast: In default is a $650 million portion of a $2 billion loan package, signed in 2018.
The Chilling Thing Subprime Retailer Conn’s Said About the Sudden Deterioration in New Accounts by Wolf Richter • Dec 11, 2019 • 84 Comments Rising first-payment defaults and 60-day delinquencies, which are “leading indicators,” caused the retailer to become “prudent.” Shares plunged 33%.
What’s Driving the Decline in the Goods-Based Sector, After the Boom of 2018? by Wolf Richter • Dec 6, 2019 • 74 Comments And a special word on apparel sales, as a sign of our times.
Brick & Mortar Rent Meltdown, Manhattan Style by Wolf Richter • Nov 27, 2019 • 120 Comments Asking rents for ground-floor retail space have plunged as landlords struggle with vacancies.
Brick & Mortar Melts Down as Ecommerce Jumps by Most Ever by Wolf Richter • Nov 22, 2019 • 235 Comments Department stores get crushed one by one.
