Silver as an investment

Category Archives: Retailing

“I Was Expecting Many More People”: Black Friday Tumbles To 3rd Spot In Busiest Shopping Days Of The Year

It has been an odd year for retail: with an estimated 6,000 store closures, and 65,000 fewer retail jobs than at the start of the year, many have said shorting retail, and especially malls, is the next “big short” trade. Indeed, one look at the performance of the mall heavy CMBX 6 BBB- tranche confirms […]

Caught On Tape: Chaos, Multiple Fights Break Out Among “Black Friday Zombies”

It’s Black Friday, and in keeping with the Holiday weekend tradition, media commentator Mark Dice traveled to Wal-Marts and other stores to document the “zombie apocalypse” of half-awake consumers hell-bent on elbowing past their peers so they can be sure to get the best deals on electronics, books, video games, clothes and any number of […]

America’s New “Trick”To Beat Black Friday Crowds: Wear Employee Uniforms

US shoppers’ lust for Black Friday bargains this year has reached absurd new levels, evidenced by a viral joke that morphed into a disturbing new trend to help shoppers beat Wal-Mart and other big box store crowds by disguising themselves as temporary holiday employees. It started when Twitter user @OverlyLiked announcing he would be selling […]

Dead Mall Stalking: One Hedge Fund Manager’s Tour Across Middle-America – Part 3

Via AdventuresInCapitalism.com, Part 1 here… Part 2 here… Ever since the first Sears catalog was published in 1888 (the Amazon.com of its day), pundits have called for the death of retail establishments. It’s easy to see why they would think that such a thing was happening—namely stores around them were closing in rapid succession. Of […]

Retail Rout Returns (But Don’t Blame Amazon)

Authored by Mike Shedlock via MishTalk.com, JCPenney announced a $62 million dollar loss for the quarter. With the announcement, its share price plunged 16% breaking the $4 barrier for the first time. Stocks under $5 are considered “penny” stocks. This was the worst week for Retailers since Dec 2016… Please consider JCPenney Nosedives to All-Time Low on […]

Vending Machines Are The Latest Threat To US Retailers

US retailers just can’t catch a break. In a bid to undercut US-based brands, “fast fashion” purveyor Uniqlo announced this week that it will begin selling its clothes in vending machines, a common practice in Japan, where Uniqlo’s owner, Fast Retailing Co., is based. All told, the company plans to open 10 machines in and […]

Dead Mall Stalking: One Hedge Fund Manager’s Tour Across Middle-America – Part 1

Via AdventuresInCapitalism.com, For the past few years, most retailers have struggled. Of course, it’s easy to blame Amazon.com, but it is only one of many causes. At the same time, for us hedgies living in major cities with luxury malls, there is confusion about the problem itself – my mall is crowded and people are […]

Malls Swap Retailers For Gyms And Restaurants In Last-Ditch Bid For Survival

With a record 8,640 retail stores expected to close in 2017, American malls are desperate to draw in customers as America’s retail apocalypse leaves them littered with empty store fronts. Now, some are experimenting with a model that worked for some movie theaters: Invest in restaurants and popular amenities like rock-climbing walls to sell customers […]

Mall Tenants Seek Shorter Leases As America’s Relics Of The 80’s Teeter On The Brink

As if things weren’t bad enough for America’s mall owners, what with the having to filling their retail space with high schools, grocers and churches, it seems that retailers have grown so uncertain about the future of these 1980s relics that they’re only willing to sign 1-2 leases these days. As Bloomberg points out this […]

“It’s A Perfect Storm”: List Of Retailers In Danger Of Bankruptcy Hits Record 22

The US retail sector continues to sink at an alarming rate, and according to the latest iteration of Moody‘s list of retailers who are in danger of filing for bankruptcy, there are now 22 distressed retailers whose troubled financials the rating agency believes could make them potential bankruptcy candidates in the near future, up substantially […]