Dead Meat Walking: Sears Revenue & Store Count to Hit Zero by 2020 by Wolf Richter • Sep 13, 2018 • 54 Comments Defying my dictum that nothing goes to hell in a straight line.
The “Call”… Alibaba and the 8 Analysts by Deep Throat IPO • Aug 29, 2018 • 33 Comments OMG! Another laugh-out-loud, gut-buster of an investor call. Come on guys, you’ve gotta stop it.
Another Sears Holdings Spinoff Dies by Wolf Richter • Aug 22, 2018 • 55 Comments Lowe’s finally seems to get the brick-and-mortar meltdown.
E-Commerce Does it Again: The Stores that Got Pummeled by Wolf Richter • Aug 17, 2018 • 65 Comments Even brick-and-mortar sales at our hero-of-the-day Nordstrom actually fell!
Mattress Firm Considers Bankruptcy to Get Out of its Real Estate Scams by Wolf Richter • Aug 6, 2018 • 73 Comments This is so thick it’s hard to believe. It’s far beyond just a Brick & Mortar Meltdown.
How Amazon Rules by Wolf Richter • Jul 14, 2018 • 93 Comments It owns 33% of the internet “cloud,” 49% of US e-commerce, and is elbowing into other sectors.
Here’s Why Vacant Stores, Zombie Malls Are Much Bigger than Mall Vacancy Rates Indicate by Wolf Richter • Jul 3, 2018 • 120 Comments Zombie malls and shuttered stores don’t count.
Walgreens Hit by Dropping Same-Store Sales, Amazon Effect, Offers $10 billion in Financial Engineering, Shares Plunge 10% by Wolf Richter • Jun 28, 2018 • 41 Comments Brick & Mortar Meltdown: Dog of the Dow on 3rd Day in the Dow.
In 3 Days, the Last Toys ‘R’ Us Stores Die. And PE Firms Behind it? by Wolf Richter • Jun 25, 2018 • 52 Comments They Come Under “Intense Scrutiny” by the Pension Funds that Feed Them. But this too shall pass.
Online Retailers Lose State Tax Subsidy by Wolf Richter • Jun 21, 2018 • 95 Comments Up to $13 billion in 2017. Brick-and-mortar gets some relief. Consumers not amused.