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Content-free catastrophe clickbait like this is likely a good indicator that the mall-closing phenomenon in the states has peaked. Lots of the retail stores in

by tyu100 9y ago

Content-free catastrophe clickbait like this is likely a good indicator that the mall-closing phenomenon in the states has peaked. Lots of the retail stores in trouble were victims of high debt loads from private equity buyouts rather than major competition from online shopping. Almost all of the major retail chains are now very competitive in online and mixed online/in-person shopping models and mall operators are re-tooling malls with a mix of retail and experiential stores and even governmental and professional services. Even Sears looks like it might survive in some form and smart observers like Scott Galloway think its more likely than not that Amazon will buy a major department store soon to keep up with the Walmarts and Best Buy's that have effective physical footprints.

bhouston 9y ago
Amazon's phenomenal and huge growth is not coming from no where. There will be significant casualties. https://ei.marketwatch.com/Multimedia/2017/01/19/Photos/ZH/MW-FD994_amzn_0_20170119092741_ZH.jpg?uuid=6f65ef44-de53-11e6-87e8-001cc448aede https://ei.marketwatch.com/Multimedia/2017/01/19/Photos/ZH/M... > major retail chains are now very competitive in online If that was the case Amazon wouldn't have this type of growth. One just has to watch out for direct Chinese marketplace apps like Wish and AliExpress getting more North American market and cutting out Amazon's system. Basically Amazon can be disrupted itself, at least to a degree, when it is nearly filled with Chinese source goods. North American B&M retailers are mostly screwed. This article on CNN isn't wrong.
matt_s 9y ago
The other element is restaurants, I've noticed malls that have name brand chain restaurants always seem busy. People will go out to eat, and since they are there do some shopping. There are still things that are better buying in person rather than getting something shipped, not liking it, shipping it back, etc.
- tyu100 9y ago
  Yes, 'Fast Casual' in the Chipotle and Panera style has seen a huge growth boom as well as experiential retail like the Apple Store, Sephora Makeup, Alamo Drafthouse and etc.. Personally I try to buy everything online that I can't walk to and I bought a lot at Best Buy this year. They gave me free wall mount installation from their local location on my television that I bought from their web site and it's nice to have a physical location nearby for bigger purchases in case you need to return something. In addition, the Walmarts and Targets see an obvious future where you buy things from their web stores online but just have it shipped to their physical locations where you can pick it up during your weekly grocery run. This is already a reality. There are clear secular trends towards online shopping and against malls but a lot of the shakeout has taken place already and a lot of the weak hands have already left the game. Those that remain along with new entrants are adapting quickly which is why I think the 'retail apocalypse' has already hit the peak of the hype cycle.

by tyu100 9y ago

bhouston 9y ago

Amazon's phenomenal and huge growth is not coming from no where. There will be significant casualties. https://ei.marketwatch.com/Multimedia/2017/01/19/Photos/ZH/MW-FD994_amzn_0_20170119092741_ZH.jpg?uuid=6f65ef44-de53-11e6-87e8-001cc448aede https://ei.marketwatch.com/Multimedia/2017/01/19/Photos/ZH/M... > major retail chains are now very competitive in online If that was the case Amazon wouldn't have this type of growth. One just has to watch out for direct Chinese marketplace apps like Wish and AliExpress getting more North American market and cutting out Amazon's system. Basically Amazon can be disrupted itself, at least to a degree, when it is nearly filled with Chinese source goods. North American B&M retailers are mostly screwed. This article on CNN isn't wrong.

matt_s 9y ago

The other element is restaurants, I've noticed malls that have name brand chain restaurants always seem busy. People will go out to eat, and since they are there do some shopping. There are still things that are better buying in person rather than getting something shipped, not liking it, shipping it back, etc.

tyu100 9y ago
Yes, 'Fast Casual' in the Chipotle and Panera style has seen a huge growth boom as well as experiential retail like the Apple Store, Sephora Makeup, Alamo Drafthouse and etc.. Personally I try to buy everything online that I can't walk to and I bought a lot at Best Buy this year. They gave me free wall mount installation from their local location on my television that I bought from their web site and it's nice to have a physical location nearby for bigger purchases in case you need to return something. In addition, the Walmarts and Targets see an obvious future where you buy things from their web stores online but just have it shipped to their physical locations where you can pick it up during your weekly grocery run. This is already a reality. There are clear secular trends towards online shopping and against malls but a lot of the shakeout has taken place already and a lot of the weak hands have already left the game. Those that remain along with new entrants are adapting quickly which is why I think the 'retail apocalypse' has already hit the peak of the hype cycle.