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.
Is This the Next Big Retailer to Melt Down? Its Bonds Crashed by Wolf Richter • May 25, 2018 • 102 Comments It was bought out by a PE firm, saddled with $8 billion in debt, and grapples with its fate.
Brick & Mortar Meltdown Pummels These Stores the Most by Wolf Richter • May 17, 2018 • 90 Comments Only about half of retail is under attack from e-commerce, but that half is getting crushed.
Jobs, Sliced and Diced by Wolf Richter • May 4, 2018 • 86 Comments Where they went, where they came from.
Another Big Retailer Gets Liquidated by Wolf Richter • Apr 18, 2018 • 53 Comments Retailers in bankruptcy are notoriously hard to restructure.
As Malls Get Crushed, Commercial Real Estate Prices Fall to Lowest in Nearly Two Years by Wolf Richter • Apr 13, 2018 • 33 Comments Leverage is why the Fed has been worried about the price bubble in CRE.
Defaults of Retailers Hit “All-Time High” in Q1: Moody’s by Wolf Richter • Apr 10, 2018 • 29 Comments Brick-and-Mortar Meltdown sets record. And Q2 starts out on the right foot.