Kohl’s, JC Penney and the relentless collapse of retail’s boring middle

Kohl's and JC Penney both reported sales and earnings this past week. And while there is always plenty of discussion about how they did relative to Wall Street's expectations, that's all rather beside the point. Whether Kohl's deepening partnership with Amazo will drive incremental traffic or whether Penney's newish CEO will get her arms around the … Continue reading Kohl’s, JC Penney and the relentless collapse of retail’s boring middle

Honey, I shrunk the store

While the "retail apocalypse" narrative is nonsense, it's clear that we are witnessing a major contraction in traditional retail space. Store closings have tripled year over year and more surely loom on the horizon. The "death of the mall" narrative also tilts to the hyperbolic, but in many ways it is the end of the mall as we know … Continue reading Honey, I shrunk the store