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US Consumers and Retailers in “Death Spiral”

By Charles Sizemore⋅ August 27, 2009 ⋅ ⋅ Post a comment

Interesting interview with retail maven Howard Davidowitz:

Mr. Davidowitz sees a continued string of bankruptcies in the retail sector with “hundreds of thousands” of stores closing. The retail sectors he sees surviving and prospering? Pharmacies, deep discounters like “dollar stores,” and not much else!

Charles Sizemore, CFA

Co-author of the recently-published Boom or Bust: Understanding and Profiting from a Changing Consumer Economy

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Discussion

One comment for “US Consumers and Retailers in “Death Spiral””

Nice piece on the retailers. Keep bringing these really up to the minute sources of information, even if the fundamentals seem to contradict the level of stock prices.

Posted by danielj@nestlerode.com | August 31, 2009, 8:47 pm