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Analysis

December 2019

Anne Mastin
Dec
09
Anne Mastin looks back on nearly four decades in retail real estate with the likes of L Brands and Easton Town Center and finds that the more things change, the more they stay the same.
Dec
06
The holidays are right around the corner, and as we see the adoption of new modes of retail becoming mainstream, we also expect to see consumer fulfillment preferences evolve.
Dec
05
Against a backdrop of a more difficult demand environment and the challenge of cost increases, including tariffs, it would have been reasonable for Dollar General’s results to have softened.
lightbulb with shopping cart inside
Dec
03
Retail technology will see innovations in areas including sustainability, mobile shopping, and automation in the coming year.
female holiday shopper
Dec
02
Black Friday showed up this year, but it was clearly different – and it needs to be measured differently.  Some will talk about how Black Friday fell short. But did it? Add in all the selling that was done as early as Nov.

November 2019

Black Friday online shopper
Nov
26
Black Friday and Cyber Monday play critical roles in the sales and viability of both online and brick-and-mortar retailers.
Toys “R” Us store format
Nov
25
In today’s hypercompetitive market, the battle for the consumer is about giving them not just a product or a service, but an entire experience. 
Gap store interior
Nov
22
There is no real surprise from Gap’s third quarter figures: Sales are poor, profit is weak although marginally better than forecast, and the outlook remains gloomy.
online shopping cart
Nov
22
E-commerce is no longer only for routine transactions.
macy's store
Nov
21
With a 4.3% decline in total revenue and a 3.9% dip in comparable sales, the latest set of numbers from Macy’s suggests that there are more nightmares than miracles on 34th Street.
target shopper
Nov
20
Another excellent set of results from Target underlines the fact there is growth available in the consumer economy and that those retailers which inspire and engage customers can grab a slice of it.
Kohl’s exterior
Nov
19
Kohl’s has produced a mixed bag of numbers.
JC Penney exterior
Nov
15
While a few chinks of light are emerging in the story of J.C. Penney’s revival, these are subsumed by the darkness of incredibly bad revenue numbers.
walmart sign
Nov
14
As much as Walmart is powering ahead on the top line, the bottom line numbers are softer.
Athleta
Nov
08
Gap Inc. has major challenges at both the corporate and brand level.
online shopping
Nov
08
This month, two major retail events take place in China, the biggest retail market in the world: Black Friday and Singles Day. 
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