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[…] of last year I wrote a somewhat scathing article about SPG and ABG’s, (Authentic Brands Group), formation of “SPARC,” ( Simon Property, ABG Retail Concepts). ABG, SPARC and JCP Fading Into The Sunset. Long story, short, I said, here is […]
[…] Kohl’s: Repel, Repel, Repel. At the time, it was based on my belief that either of the two suitors — Simon Properties and HBC — would ultimately turn Kohl’s into a real estate move. David Simon, CEO of Simon Properties, […]
Last week the US Department of Commerce released its most recent monthly sales and inventory figures for the retail industry. Total sales rose to almost $448 billion in June, up from $422 billion in June of last year, a seasonally […]
[…] in their history. And they will be able to buy much of it at just a fraction of its cost. Feeding frenzy would not be too strong a phrase to use. After all those years on the offensive – gaining […]
Marvin Ellison delivered. In his first year as the CEO of JC Penney he has achieved enough positive growth measures to give credence to his three-year turnaround plan. Formerly EVP of stores at Home Depot, Ellison was brought in by […]
[…] time to recover from Covid-19 and address other vacancies. As such, it isn\’t surprising to see top U.S. mall owners Simon and Brookfield looking seriously at a joint bid for J.C. Penney. Many mall owners (particularly outside of the best […]
[…] 10 years of disruption ahead for this industry,\” predicts Narayan Iyengar, senior vice president of digital and ecommerce for Albertsons Companies. After more than 180 speakers and presentations to some 900 companies from 28 countries there was a wide – […]
[…] Lifestyle Monitor™ Survey is an ongoing research program that measures consumer attitudes and behaviors relating to apparel, shopping, fashion, sustainability, and more. For more information about the Lifestyle Monitor™ Survey, please visit https://lifestylemonitor.cottoninc.com/. Cotton Inc. is a Robin Report Collaborative Partner.
In April 2014 I wrote, Walmart Can Crush Amazon. I focused on all of the competitive advantages Walmart has over Amazon. and if leveraged, implementing the right strategies, over time, (and given the time), they could beat Amazon at its […]
[…] in 2016, analyzing Walmart (Jet) versus Amazon in terms of its online power, there were some key metric differences. Jet. com gets: Walmart\’s size and deep pockets, (pushing to three-quarters of a trillion dollars vs. about a hundred billion for […]
