Is This the Next Supermarket Chain to Melt Down? by Wolf Richter • Oct 3, 2017 • 30 Comments The Fresh Market’s bonds plunge as Cerberus and other PE firms are circling.
Landlord’s View of the Brick and Mortar Meltdown by John McNellis • Sep 28, 2017 • 99 Comments “We are faced with weekly tenant bankruptcies, defaults, and requests for rent or space reductions.”
The Fate of Toys ‘R’ Us after Bankruptcy? by Wolf Richter • Sep 25, 2017 • 28 Comments Brick & Mortar Meltdown: Toys “R” Us can’t solve what’s killing it.
Big Brother Walmart Tries to “Help” You: “It’s Like Magic” by Wolf Richter • Sep 22, 2017 • 95 Comments On the bleeding edge of “in-fridge delivery.”
Toys ‘R’ Us Melts Down, Files for Bankruptcy, Bonds Collapse by Wolf Richter • Sep 18, 2017 • 72 Comments Another retailer owned by private equity firms goes bust.
Harvey Hits Chain Restaurants – But Not Just Harvey by Wolf Richter • Sep 9, 2017 • 41 Comments Worst downturn in foot traffic and same-store sales since 2009.
Brick & Mortar Meltdown: Bon-Ton Department Stores Hires Bankruptcy Advisor by Wolf Richter • Sep 8, 2017 • 49 Comments Vitamin World to file for bankruptcy, Perfumania Holdings just filed. And Toys R Us… All in just two weeks.
Brick & Mortar Meltdown: Toys R Us Hires Bankruptcy Law Firm by Wolf Richter • Sep 6, 2017 • 85 Comments Private equity firms did it again.
Albertsons IPO Hopes Crushed by Amazon Whole Foods Entry into Supermarket-Meltdown Price War by Wolf Richter • Aug 28, 2017 • 85 Comments Store traffic already spirals down at Albertson’s and Safeway.
Peak US Asset Prices? Japanese Acquisitions Hit Record by Wolf Richter • Aug 27, 2017 • 24 Comments Their buying binge in the US goes into the “Contrarian Indicators” category.