Worst Restaurant Recession since 2009 Digs Inflation by Wolf Richter • Aug 14, 2017 • 117 Comments Households at lower 80% of income scale are maxed out.
Amazon Online Grocery Boom? Not So Fast… by Wolf Richter • Aug 10, 2017 • 129 Comments All the big gorillas are trying, but consumers just don’t want to.
Selling the Mall at the Corner of Caveat and Emptor by John McNellis • Aug 9, 2017 • 28 Comments “The Only Free Cheese is in a Mouse Trap.”
Brick & Mortar Retail Meltdown Fueled by Asset Stripping. Details Emerge in Bankruptcy Courts by Wolf Richter • Jul 31, 2017 • 59 Comments PE firms win again. Stiffed creditors not amused in bankruptcy court.
Over-Storing America by John McNellis • Jul 31, 2017 • 49 Comments That retail is overbuilt is obvious to anyone who has driven 20 miles in America. Less obvious is the why of over-building.
Will Plunging Store Rents Slow the Retail Doom-and-Gloom? by Wolf Richter • Jul 23, 2017 • 71 Comments Landlords are reading the memo, but it may be too late.
Reasons Emerge for Worst Chain-Restaurant Slump since 2009 by Wolf Richter • Jul 14, 2017 • 82 Comments Six quarters in a row of year-over-year declines.
VISA takes its War on Cash to US Retailers by Wolf Richter • Jul 12, 2017 • 158 Comments Forget “legal tender.”
Brick-and-Mortar Meltdown in June: Who Got Crushed? by Wolf Richter • Jul 5, 2017 • 77 Comments The private-equity protocol of asset stripping bears fruit.
The Fate of the 2 Shuttered Macy’s Stores in San Francisco by Wolf Richter • Jun 26, 2017 • 83 Comments The collapse of brick-and-mortar retail becomes a real-estate question.