Quote:
Originally Posted by scho63
Traditional retail scares the shit out of me. I don't really see much to invest in. Very few, only niche companies with stand alone stores. Anything tied to an indoor mall is pretty much dead on arrival.
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Agreed. Except maybe Walmart. It's always going to attract lowest common denominator types. Their free 2 day shipping might take some shine off amazon who would be the only retailer I would even think about.
I doubt any of them release it but it is all driven by inventory efficiency (probably calculated as inventory turns or inventory as a % of sales) and sales/sq ft. That's where amazon is hell on these fools. They set up the infrastructure and make vendors hold the inventory and do the shipping.
There may be a buying opportunity if labor laws relax some or something maybe. But I don't see what is going to make retail more profitable save structural changes or taxes that would hurt online sales.