Massive Price Increases & Overstimulated Demand Fuel Historic Surge in Retail Sales by Wolf Richter • Nov 16, 2021 • 154 Comments Money-printing hits home. Charts by retailer category.
Why Walgreens is in Trouble in San Francisco and is Closing Some Stores: It’s Not Shoplifting, that’s an Artful Distraction from the Real Reasons by Wolf Richter • Oct 23, 2021 • 234 Comments Caught up in the brick-and-mortar meltdown, it faces its own botched decisions and a market that has horribly turned against its pharmacies.
Not Getting Better: Relentless Retail Inventory Squeeze amid Shortages & Supply Chain Chaos by Wolf Richter • Oct 16, 2021 • 167 Comments Holiday selling season is going to be a mess: Look not for what you want but for what the store has.
Free-Money-Blow-Off Spike in Retail Sales Got Refueled by Spiking Prices by Wolf Richter • Oct 15, 2021 • 100 Comments A monstrously overstimulated economy that caused global supply chains and transportation systems to buckle.
The Amazing Explosion of New Businesses Continues as Americans Strike Out on their Own by Wolf Richter • Oct 14, 2021 • 136 Comments And my 2 cents about the high “failure rates” of new businesses, being a small-business owner myself.
A Mess: Retail Inventory Shortages in Charts, Just in Time for Holiday Selling Season by Wolf Richter • Sep 17, 2021 • 100 Comments Stimulus-fueled blow-off demand spike meets messed-up supply and transportation chaos.
What Comes After Mind-Blowing Free-Money Blow-Off Spike in Retail Sales? A Spike Doesn’t Spike Forever by Wolf Richter • Sep 16, 2021 • 140 Comments Powered by price increases.
Mallmageddon: How Far the Value of Four Live Malls, Not Zombie Malls, Collapsed this Summer by Wolf Richter • Aug 25, 2021 • 112 Comments Leaving Big Holes in CMBS as mega-landlords, such as Bookfield and Westfield’s owners, walk away.
No Brick & Mortar Meltdown for Legal Marijuana Retailers by Wolf Richter • Aug 21, 2021 • 118 Comments In California, sales at cannabis retailers hit $5.1 billion over the past 12 months.
Shortages in Charts: New & Used Vehicle Inventories Collapsed, Supply at Clothing Stores Gets Tight, Food Stores Near Normal by Wolf Richter • Aug 18, 2021 • 112 Comments Over-stimulated demand, tangled supply chains: shortages for some, plenty of supply for others.
