During this whirlwind of retail bankruptcies, while the pandemic rages on with no end in sight, it should be a field day for private equity firms, awash in cash, to swoop in like vultures to acquire these bankrupt retailers on […]
Heading into the Homestretch, It’s Sycamore by a Mile Read More »
There are certain commonalities, trends, and uncertainties we should (hopefully) have top of mind as we take this epic journey that increasingly looks to be lasting a while. To set the stage, read this article by John Mauldin, whom I
What’s Money Got to Do with It? Read More »
The confusion, debate and politics surrounding wearing a mask or face covering rages on and retailers are front and center as the United States grapples with flattening the Covid-19 curve and protecting states from having to shut down a second
Masks: A Flashpoint Read More »
\”Make no mistake, it\’s not revenge he\’s after. It\’s a reckoning.\” That was one of Val Kilmer\’s (as Doc Holliday) many memorable lines from the 1993 movie Tombstone, referring to Kurt Russell \’s (Wyatt Earp) vendetta against the \”cowboy\” faction
Get Ready for the Great Retail Reckoning Read More »
States have been slowly reopening after the coronavirus pandemic saw stores, schools, work, and life in general shutdown months ago. For Gen Z and millennials, Covid-19 marked yet another crisis that affected these younger generations. But it seems to have
A Tale of Two Generations: Same Crises, Different Outlooks Read More »
Macy\’s was struggling even before the Covid-19 pandemic decimated fashion retailers, with profitability falling almost continuously since peaking in 2014. Earlier this year, management announced a new turnaround strategy called Polaris, but even successful execution of the plan would have
Fixing Macy\’s: Possible and Impossible Solutions Read More »
These are challenging times, but not all retailers are struggling. The 8.7 percent drop in retail sales from February to March didn’t hit every sector. While clothing and accessory sales took the biggest hit, certain retailers––such as those selling home furnishings online––unexpectedly
A Closer Look at Brands That Are Thriving During Covid Read More »
Perhaps no American retailer\’s fall from grace has been as swift or dramatic as has Bed Bath & Beyond\’s. Legacy retailers like JC Penney and Gap have deteriorated slowly over long periods of time but BBB as recently as just
Can Bed Bath & Beyond Recover…And How Will They Do It? Read More »
I have this theory that the future post-pandemic retail landscape will be populated by the giant-sized retailers who have successfully survived their pre-Covid downward trend, as well as surviving the downward slope post-Covid. However, since the big brands have such
Macy’s and Unsubscribed…Who? Read More »
When COVID-19 ground everyday life to a halt, the impact on the retail industry was immediate and severe. The fashion industry, which offers anywhere from twelve to many dozens of deliveries per year, was left staggering as the pandemic forced
Why ‘Made in USA’ Could Really Become More of a Reality Read More »
