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….
Retail Apocalypse Continues, With Macys In Clear Sight
Mark Melin
Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.