Consumer

Ahead of the Curve

Apr 6 2017

Retail’s Disruption Yields Opportunities – Store Wars!

Our analysis indicates mass & middle market mall retailers should be 400-800 stores. Meanwhile, we expect online penetration of apparel to increase to 35-40% from 20%; yielding closures of 20% at oversized chains. Traffic is likely most pressured at C & D malls, and we expect continued negative trends.