Tag Archives: retail

Death of Physical Retail: Chronology of Predictions & Events

June 29 2012 via Jeff Jordan, Partner at VC Firm Andreessen Horowitz Online retail is relentlessly taking share in many specialty retail categories, resulting in total dollars available to physical retailers stagnating or even declining.  This is starting to put … Continue reading

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Death of Brick & Mortar Retail

Think of retail as a highly leveraged bank/hedge fund with a 30 times leverage ratio. Most retailers have less than a 5% margin. Sales have to decline about 10-15% and the whole thing collapses. Think of Walmart for e.g. Imagine, … Continue reading

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Storm is Coming: Retail Business

“Retail is a very tough business. Practically, every great chain store operation that has been around long enough eventually gets in trouble & is hard to fix” – Charlie Munger- Pg 228 – Snowball Catwoman – http://youtu.be/m5VDDJlsD6I?t=10s More in the … Continue reading

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Charlie Munger on the Retail Business

From The Snowball Page 288 “Retail is a very tough business. Practically, every great chain store operation that has been around long enough eventually gets in trouble & is hard to fix” Continue reading

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Must Watch & Must Read- Walmart & The Economics of Density

Economics of Density can be a solid competitive advantage for geographically impacted businesses like retail stores, restaurants and other local businesses. The core idea behind Economics of Density is that economies of scale in supply chain, mark… Continue reading

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