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.
Surging Prices, Fading Stimulus, and Shift to Services: Americans Dent Historic Spike in Retail Sales by Wolf Richter • Aug 17, 2021 • 120 Comments At cannabis shops, restaurants, and gas stations, sales hit records. At auto dealers, the biggie, sales sag.
New Vehicle Sales Slammed by Semiconductor Shortage, Record Low Inventories, Beginnings of Buyers’ Strike by Wolf Richter • Aug 4, 2021 • 147 Comments Frustrated by lack of choice and puffed-up prices, many customers walked.
Creditors Foreclose on Another Mall of Simon Property Group, Face Massive Loss by Wolf Richter • Jul 21, 2021 • 147 Comments As largest mall landlord in the US sheds its malls, CMBS holders, such as bond funds and pension funds, take the losses.
Plunge of Retail Inventories, Collapse of New & Used Vehicle Inventories: The Shortages Depicted in Charts by Wolf Richter • Jul 18, 2021 • 146 Comments Inventories at retailers document this mess.
Americans Pay More to Get Less: Retail Sales Outrun by Inflation by Wolf Richter • Jul 16, 2021 • 219 Comments Welcome to Fed’s New World of Inflation.
The Chilling Thing Disney’s “Black Widow” Said about the Future of Movie Theater Chains by Wolf Richter • Jul 12, 2021 • 180 Comments Opening weekend ticket sales in 98th place, but streaming revenues hit it out of the ballpark.
Anatomy of San Francisco Now: Fewer People, Jobs, Tourists, & Businesses, But More Spending by the Hangers-on (But that Was Inflation) by Wolf Richter • Jun 27, 2021 • 162 Comments The recovery as it were, after everything went to heck but didn’t.
