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.
Retail Meltdown Demolishes Mall Investors by Wolf Richter • May 9, 2017 • 76 Comments Even the biggest.
“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.
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.
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.
Black-Friday Woes: The Death of the Department Store by Wolf Richter • Nov 25, 2016 • 141 Comments They no longer shop till they drop.
Profits Plunge, Sales Drop at Macy’s. Slashes Jobs, Closes Stores. Stock Jumps 18% by Wolf Richter • Aug 11, 2016 • 63 Comments Brick-and-mortar retail sinks artfully into coma.
Mall Owners Begin to Feel the Pain of Brick & Mortar Retailers by Wolf Richter • May 17, 2016 • 89 Comments Previously “pent-up” real-estate demand to “fizzle.”