Walmart’s Desperate $3.3 Billion Acquisition of Jet.com Fails. But it Now Discloses its US Online Sales, and They’re Big by Wolf Richter • Jun 13, 2019 • 60 Comments Ecommerce is an existential threat to Walmart, and it’s furiously trying to get on top of it, whatever the cost may be.
The Fed Calls it “Collateral Stripping.” These PE Firms Took it to the Next Level and Just Got Away With It by Wolf Richter • Jun 12, 2019 • 56 Comments Neiman Marcus newest disclosures – and what the crazy-hot IPO market has to do with it.
Amazon Gets Booted by FedEx by Wolf Richter • Jun 7, 2019 • 124 Comments FedEx has had it with Amazon’s tactics. Ecommerce draws up new battle lines – in the transportation sector.
Here’s How I think E-Commerce Is Wiping Out Brick & Mortar by Wolf Richter • May 24, 2019 • 169 Comments One customer at a time. But I doubt there are other options.
E-Commerce Crushes Mall Retailers One by One. Here’s the Data by Wolf Richter • May 18, 2019 • 81 Comments Brick-and-mortar department stores – the lucky ones still open – are on schedule to be toast.
Brick & Mortar Meltdown, Manhattan Style by Wolf Richter • May 16, 2019 • 116 Comments Retail space asking rents plunge as landlords try to fill scores of vacant shops. Charts by shopping corridor.
How the Inventory Pileup Boosted Q1 Blowout GDP and What Carmageddon Has to Do with It by Wolf Richter • Apr 28, 2019 • 61 Comments A six-quarter surge, with first signs that some of it has started to unwind.
Retail’s Existential Threat? Private Equity Firms by John McNellis • Apr 19, 2019 • 63 Comments A “bust out” is a fraud used in organized crime, wherein a business’s assets and lines of credit are exploited and exhausted to the point of bankruptcy.
Whole Foods’ Existential Threat? by John McNellis • Apr 12, 2019 • 108 Comments “Amazon’s plunge into the $800 billion US grocery industry posed an existential threat to rivals”: CNN, August 2018. So let’s see.
UK-Based Multinational Department Store Debenhams Collapses, After 200 Years of Trading by Don Quijones • Apr 9, 2019 • 50 Comments “The traditional private equity model should have no place in retail.”
