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