Retail apocalypse? Maybe it’s time to worry about a disruptor meltdown?

As much as “retail apocalypse” continues to show up in the headlines, by now most people that take the time to look at the facts know it’s nonsense. The truth is while much of retail is definitely different–in some cases radically–it’s far from dead. Physical retail continues to grow, lots of stores are opening and … Continue reading Retail apocalypse? Maybe it’s time to worry about a disruptor meltdown?

Retail’s new rush to rent

While the overwhelming majority of retail involves a transfer of ownership from seller to consumer, renting products is hardly a new concept. The so-called rent-to-own industry is large and well-established, led by companies like Rent-A-Center. This market sector mostly focuses on lower income and highly transient populations, while featuring big-ticket items like appliances, home electronics and … Continue reading Retail’s new rush to rent

The toys are back in town: A reimagined Toys ‘R’ Us returns

As it turns out, reports of Toys ‘R’ Us’ death may have been greatly exaggerated. The iconic toy retailer—which filed for bankruptcy in 2017 after piling up more than $5 billion in debt—closed its more than 800 U.S. doors and seemed destined for the retail graveyard. Yet last week, Toys ‘R’ Us’ new parent company (Tru … Continue reading The toys are back in town: A reimagined Toys ‘R’ Us returns

With the RealReal’s blockbuster IPO is ‘recommerce’ retail’s next big thing?

It's hard not to be impressed with The RealReal's stock market debut. The luxury reseller raised $300MM in its initial public offering and saw its shares soar nearly 45% before settling in at at a market capitalization of $2.4 billion. Not too shabby. Until very recently the resale market was dominated by decidedly low brow thrift shops along with … Continue reading With the RealReal’s blockbuster IPO is ‘recommerce’ retail’s next big thing?

Retail delivery wars: Smart strategy or an inevitable race to the bottom?

It wasn't so long ago that Amazon's "Prime" two-day delivery benefit was a real game changer. Once a consumer paid the annual fee, the incremental cost of getting what (at the time) seemed like pretty fast delivery became zero. This is a "wow" for the customer, but it also creates adverse selection that's not necessarily … Continue reading Retail delivery wars: Smart strategy or an inevitable race to the bottom?