– SII: RETAIL – RETAIL “CHART OF DOOM” WITH “Toys R Us” — SOURCE: 09-19-17 ZeroHedge – “Here Is The Retail “Chart Of Doom”, Now With Toys “R” Us” — After claiming its 27th victim of the year in the form of the Toys ‘R’ Us bankruptcy filed earlier this morning, the Amazon-induced retail bloodbath of 2017 has […]
SII US Retail
SII RETAIL: INSIDERS VIEW – A LANDLORD’S VIEW OF THE BRICK & MORTAR MELTDOWN
SII RETAIL: INSIDERS VIEW – A LANDLORD’S VIEW OF THE BRICK & MORTAR MELTDOWN NEED TO KNOW Surviving Retailers will do it the same way the savviest brick tenants are thriving today: By selling at the same price one can get anywhere on the net (never being undersold), by having great customer service, and By […]
SAM ZELL: RETAIL REAL ESTATE IS A “FALLING KNIFE” – “THIS IS NOT THE TIME TO BE BUYING ANYTHING!”
SAM ZELL: RETAIL REAL ESTATE IS A “FALLING KNIFE” – “THIS IS NOT THE TIME TO BE BUYING ANYTHING!” — SOURCE: 09-26-17 CNBC via ZeroHedge – “This Is Not A Time To Buy Anything” – Sam Zell Warns Retail Real Estate Market Is A “Falling Knife” — CNBC’s cheerleading staff had a very difficult time […]
SII RETAIL: ARE GROCERY CHAINS AN EMERGING PROBLEM AS THEY ARE POTENTIALLY “AMAZONED”?
SII RETAIL: ARE GROCERY CHAINS AN EMERGING PROBLEM AS THEY ARE POTENTIALLY “AMAZONED”? — SOURCE: 09-02-17 ZeroHedge – “Are Grocery Chains About To Join The Retail-Bankruptcy Bloodbath?” — Amazon officially assumed control of Whole Foods Market on Monday and by noon, channel checks at WFM stores revealed that its new tech overlords had already slashed prices by […]
DISPOSABLE VERSUS DISCRETIONARY INCOME OF BOTTOM 80 PERCENTILE DOOMS US RETAIL TO SECULAR STAGNATION!
DISPOSABLE VERSUS DISCRETIONARY INCOME OF BOTTOM 80 PERCENTILE DOOMS US RETAIL TO SECULAR STAGNATION!
SII-RETAIL: COACH PLUMMETS 15% ON REVENUE MISS AND FORWARD GUIDANCE
SII-RETAIL: COACH PLUMMETS 15% ON REVENUE MISS AND FORWARD GUIDANCE Why Coach Stock Plunged despite Profit Beat Coach’s stock price plummeted 15% in reaction to the top-line miss and a pessimistic guidance for fiscal 2018 guidance. Coach reported adjusted diluted earnings of $0.50 per share, beating the Wall Street average profit estimate by $0.01. Coach’s […]
SII RETAIL: WORST PERFORMING Q2 EARNINGS SECTOR
SII RETAIL: WORST PERFORMING Q2 EARNINGS SECTOR GETTING UGLY IN RETAIL (As our SII Focus has been expected) Retailer Rout returned with earnings… For the worst week since Dec 2016…
SII-RETAIL: RETAIL ROUT RETURNS WITH Q2 EARNINGS (BUT DON’T BLAME AMAZON)
SII-RETAIL: RETAIL ROUT RETURNS WITH Q2 EARNINGS (BUT DON’T BLAME AMAZON) –SOURCE: 08-13-17 MishTalk – Mish Shedlock – “Retail Rout Returns (But Don’t Blame Amazon)” — 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 […]
SII: RETAIL – SALE OF ABERCROMBIE & FITCH FALLS APART
SII: RETAIL – SALE OF ABERCROMBIE & FITCH FALLS APART POSSIBLE “TECHNICAL” BOTTOM WITH AUGUST 2017 EARNINGS RELEASE — SOURCE: SII: RETAIL – SALE OF ABERCROMBIE & FITCH FALLS APART 07-18-17 Reuters – “Abercrombie & Fitch investor calls for buybacks after failed sale” — (Reuters) – An investor in Abercrombie & Fitch Co (ANF.N) on […]
SII RETAIL CRE: A Bloodbath of -25 to -60% In Mall & Shopping Center REITs Since MATASII Began Coverage
SII RETAIL CRE: A bloodbath of -25 to -60% In Mall & Shopping Center REITs Since MATASII Began Coverage If you were investing in eREITs (as a whole) you have likely done just fine versus investing in the Retail-exposed eREITs. This is where the erosion of value has really taken front stage. Stock prices of […]