Retail Apocalypse Continues, With Macys In Clear Sight

Following up their recent “Future of the Consumer” conference, were major retailers vocalized reasons why certain business models were not subject to being disrupted by Amazon, a Cowen research note takes the opposite approach. It considered the retail apocalypse from the standpoint of those most vulnerable to Amazon disruption in a May 25 report. It wasn't only Amazon that was a threat to stores such as Macys, but traditional department stores are also losing market share to off-price retailers.

Macys losing in the retail apocalypse

The retail apocalypse can be summed up in a few sentences in a Cowen report. After surveying nearly 2,500 consumers and their changing shopping patterns, they note that...