Amazon effect: Which retailers will survive the shift online?

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THEY MAY WANT TO BREAK OUT SOMETIME REAL SOON. BEEN REAL RESILIENT MORE OFTEN OR NOT LAST FEW DAYS. MANAGING DIRECTOR. HE JOINS US. BERT, HOW DO THESE BIG RETAILERS MAINTAIN THAT GOING INTO THE TAX BILL TO REINVEST IN THE STORE. LONDON STORES LIKE HARVEY NICHOLS, SO SUCCESSFUL LIKE THE WALMART HAS DONE SUCCESSFULLY, WITH CLICKç AND COLLECT ON LAND, ONLINE. AMAZON HAS NEW CHALLENGES AHEAD AS RETAIL STARTS TO REBOUND. CHARLES: THESE OTHER GUYS ARE LEARNING HOW TO PLAY THE GAME AS WELL. THEY DON’T HAVE DEEP POCKETS OF AMAZON. AMAZON HAS THE ABILITY TO PRICE SOMETHING SO LOW THAT YOU KNOW THAT IS WHERE THE AD IS, ISN’T PEOPLE ARE WORRIED ABOUT AMAZON. FOX’S OWN TEAM MEMBER, DON MALONEY, WITH HER BOOK THE SAND CASTLE CAN SELL SUCCESSFULLY THROUGH BARNESANDNOBLE.COM, BECAUSE A LOT OF AUTHORS AND OTHER PEOPLE WHETHER IT IS BOOKS PRACTICES. THEY HAD SIX OF THEIR WAREHOUSES GO ON STRIKE IN EUROPE DURING THE HOLIDAY PERIOD. CHARLES: WE’RE TALKING ON-LINE, BRICK-AND-MORTAR, MOST PEOPLE WE HAD AT LEAST 20 BANKRUPTCIES THIS YEAR. HOW DO THEY COMPETE? SOME OF THESE STOCKS HAVE COME OFF THE LOWS DRAMATICALLY. GAP STORES, MACY’S, IS THAT JUST OVERSOLD BOUNCE IN THE STOCK MARKET? IS THE STOCK MARKET SAYING THAT THE BRICK-AND-MORTAR SURVIVORS WILL DO VERY WELL?>>STOCK MARKET IS SAYINGç BOTH, BANKRUPT, CHARMING CHARLES LIVE’S, BON-TON, NOT MAKING BOND PAYMENT ON FRIDAY, YOU HAVE MORE HEROIC JOB REVIVING — CHARLES: THEY’RE RACING THE AGAINST THE CLOCK. YOU WALK IN THERE AND –>>BILL ACKMAN AND STEVE ROTH, PERSHING SQUARE TRASHED THE COMPANY, LEFT IT ON DEATH’S DOOR STOP. THEY ARE BRINGING DISNEY AND EXPANDING RELATIONSHIP WITH IS SAFORA. BON-TON LOSES SEVERAL OTHER STORES AND OTHER STORES START TO SLIDE, SEARS HOLDING YOU REPORTED ABOUT FOR A LONG TIME THAT BENEFITS PENNY. PENNY IS NOT DOING EVERYTHING RIGHT BUT DOING A LOT MORE RIGHT WITH REAL MERCHANTS RUNNING THE COMPANY. CHARLES: YOU’RE A BELIEVER, OUT OF THE WHEN THE DUST SETTLES THERE WILL BE BRICK-AND-MORTAR WINNERS TO GO ALONG WITH THE ONLINE WINNERS?>>MYç BELIEF FOR 2018, YOU WANT TIFFANY, TRACTOR SUPPLY, TJX AND SORE SUPPLY. YOU WERE TALKING ABOUT THAT AT LOW 60s. I WAS WATCHING THE SHOW. THIS STOCK IS UP ALMOST 20% SINCE YOU STARTED TELLING PEOPLE TO BUY IT ON THE DIP. DO YOU STILL LIKE IT HERE?>>STILL LIKE IT. I CALLED AMAZON AT 500 ON FOX BUSINESS. SO THAT IS UP 100%. I WOULD BE MORE LIKELY TO YOUR POINT, CHARLES, TO BE IN TRACTOR SUPPLY IN 2018. HOLD AMAZON, BUY TRACTOR SUPPLY,

3 COMMENTS

  1. Luxury outlets will survive and airport malls, likely Walmart will merge more with groceries and will get less and less customer service as consumers shift gradually online. But there will be more and more security.

  2. Do not underestimate the power of leadership as a differentiator for retail in the years to come – Amazon is between the very few that got this right

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