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.
Murky Business of Chinese Merchandise on Amazon’s US Site by Wolf Richter • Nov 11, 2019 • 130 Comments Its China team “saw increasing patterns of fraud, counterfeits and unsafe products.” But US consumers have no clue where the sellers are and where the products came from.
Why Online Shoppers Face Peculiar Results on Black Friday by Wolf Richter • Oct 22, 2019 • 66 Comments “Dynamic Pricing” Online: Are Prices on Black Friday Actually Good Deals?
Braindead or Willfully Manipulative? How the Media Reported Retail Sales by Wolf Richter • Oct 16, 2019 • 72 Comments Like a centrally directed disinformation campaign. Here’s what happened.
