Restaurant Recession Meets February Debacle by Wolf Richter • Mar 11, 2017 • 72 Comments What does inflation have to do with it?
“Retailers Are the New Oil & Gas,” Only Worse by Wolf Richter • Mar 7, 2017 • 88 Comments I’ve been doom-and-gloom on brick-and-mortar retail. But I haven’t been nearly doom-and-gloom enough, given the events of the past seven days. Includes my interview with The Financial Exchange, WRKO Boston.
The Bloodletting among Retailers Simply Doesn’t Let Up by Wolf Richter • Mar 5, 2017 • 69 Comments A very busy day in Brick-and-Mortar Fiasco Land.
Costco Gets Whacked by Inflation by Wolf Richter • Mar 2, 2017 • 62 Comments Costs went up faster than sales, and now its high-flying stock is tanking.
So What Are We Going to Do with the Retail Malls? by Wolf Richter • Feb 28, 2017 • 98 Comments The Painstaking Relentless Collapse of Brick-and-Mortar Retail.
Is the US Restaurant Recession Becoming Structural? by Wolf Richter • Feb 22, 2017 • 95 Comments “Flat sales” are now a “welcome change.” The New Normal.
Worse Than a Decade of Stagnation by Wolf Richter • Feb 17, 2017 • 54 Comments Retail sales are held up by only two sectors. The rest are sinking.
Sear’s Bankruptcy, Who Gets the Real Estate, and How the Pension Fund Got Hung Out to Dry Invade Mnuchin’s Senate Confirmation Hearing by Wolf Richter • Jan 20, 2017 • 94 Comments “You were a Director at Sears for 12 years where you had oversight over the administration and investment in the pension fund.”
Another Retailer Goes Bankrupt, Shutters Stores, While Tiffany Blames Trump Tower for US Holiday Sales Debacle by Wolf Richter • Jan 17, 2017 • 56 Comments And American Apparel shuts down.
Surge in Consumer Confidence Turns to “Dismal” Retail Sales beyond Autos, Gasoline by Wolf Richter • Jan 13, 2017 • 103 Comments Pundits sent back to the drawing board.
