26 2026 January
Private Equity in Retail: Many Failures, Some Successes
As reported in my most recent column, 2025 marked a year of major retail failures. Most were due to a variety of factors, both internal...
Read More15 2026 January
Retail’s Big Shakeup: Major Brands File for Chapter 11 Amid High Debt and Stiff Competition
After Saks Global shuffled its C-suite over the past month, the luxury retailer filed for bankruptcy as has been widely anticipated following large ongoing negative...
Read More12 2025 December
Amazon’s Free Return Policy Crisis: Why $850 Billion in Returns is Crushing Retailers
Amazon’s online dominance was born out of a customer-centric model in which convenience reigns supreme. And a key tenet of that model is to offer...
Read More02 2025 December
The Paradox of the 2025 Holiday Shopping Season
Initial reports from the post-Thanksgiving shopping weekend paint a picture of resilience, with U.S. retail setting new records for online sales. However, a deeper analysis...
Read More18 2025 November
Why Retail Giants’ P/E Ratios Are Stronger than Tech leaders
The price-to-earnings P/E ratio is a stock valuation metric that simply divides a company’s share price by its earnings per share (EPS). It is an...
Read More11 2025 November
Why are Consumers Still Spending?
High household debt isn’t slowing down American Consumer Spending. U.S. households are facing a perplexing reality: steep increases in spending across the board, even as...
Read More03 2025 November
Why Retailers Should Play Their Own Game Instead of Playing Amazon’s Game
The current retail landscape is indelibly marked by the “Amazon Effect,” a phenomenon most keenly felt through the financial burden of free shipping and, more...
Read More27 2025 October
Is the Glitter Fading? Why Luxury Department Stores Face a Perfect Storm
Tariffs, the rise of the conscious consumer, and the explosive growth of the resale market are demanding a ‘fundamental metamorphosis’ from iconic high-end retailers such...
Read More20 2025 October
The Inflation Paradox and Why Shoppers Are Spending the Same, but Buying Less This Holiday Season
Consumer spending habits are normalizing to higher prices, but retailers must shift from simple discounting to offering genuine value to overcome mounting consumer financial strain....
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