Can Overstock Reroute Its Road to Irrelevance?
When Bed Bath & Beyond named Overstock.com as the “stalking horse” bidder for its intellectual property last month, it wasn’t much of a shock. Overstock exited all of its non-home merchandise...
View ArticleThe Latest Homeless Crisis: The Missing $7 Billion in Retail Sales
As recently as just a few years ago, Bed Bath & Beyond did over $5 billion in annual retail sales. Tuesday Morning was doing close to $700 million a year before it closed. Christmas Tree Shops,...
View ArticleHow Is America Shopping Post-Pandemic?
Where is the American consumer shopping these days? In-store or online. This in-depth report compares U.S. retail purchase behavior before, during and after the Covid pandemic. It’s no secret that the...
View ArticleRetailers: Get Ready for the Weather to Turn
For some 300 years, people have relied upon low-tech barometers to predict weather changes measured by the air pressure. When air pressure is high, it signals clear skies and fair weather. When it’s...
View ArticleNordstrom Rack: Chasing Growth Before Success
Between 2008 and 2018, Nordstrom Rack grew at an extraordinary pace. In that 10-year span, Nordstrom’s off-price revenue more than quadrupled as the retailer rapidly expanded the Rack store base and...
View ArticleThe Birkenstock IPO Flop
Despite all the pre-IPO hype that the listing of Birkenstock shares would rival the meteoric launches of other household footwear names like Nike, Crocs, and Skechers USA, the company’s recent debut...
View ArticleQ4: Opportunities and Challenges for Retailers
Many retailers count on holiday sales for 20 to 30 percent of their annual sales, with some stores deriving even more annual revenue from the short time period between Thanksgiving and year-end. With...
View ArticleHong Kong Bay Area Blues
Many (Western) China watchers have been foretelling the economic decline and collapse of the world’s second-largest economy for decades. This outlook, often fueled by a certain amount of wish...
View ArticleEmerging Renaissance of European Malls
The argument is simple: malls may not be the income powerhouses they once were but we’re still enduring their pain. Malls have been through the mill: online retail, consumer recessions, retail...
View ArticleR.I.P.– Bankrupt Brands Spell Trouble for Beauty
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View ArticleShrinkflation Makes it to the State of the Union Address
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