“10 Charts That Tell It All” For Retail

Oh, hello!

Heisenberg(s) here with another “brick and martyr”/ retail apocalypse/ death of the malls post.

As usual, we’d remind you that this is one of those trends you should follow even if you have no intention of actually trading it, because it has implications for the broader economy.

When last we checked in on the story, we highlighted a new Goldman note that asked the following question: “Is HY Retail The Next Shoe To Drop?

Here are some other fun posts you can peruse if you’re looking for ways to spend all that time you’re saving by buying shit on Amazon instead of trekking out to physical stores:

One of the big problems with almost all of those posts is that they contain a lot of words.

And if there’s anything people fucking hate on weekends it’s words.

Given that, we thought you might like some charts instead. The only annoying words we’ve included are those necessary to explain the pretty pictures. You’re welcome world.

**************

Via Citi’s “10 Charts That Tell It All” For Retail

Change in dollars spent by category, 2016 vs 2011

CR1

Changes in Ecom penetration (and AMZN specifically)

CR2

US retail traffic trends

CR3

Ecom penetration versus changes in EBIT margin

CR5

Tracker of consecutive annual net income declines

CR6

CR7

Housing market scorecard

CR8

Sales dollars gained by off-pricers versus dollars lost by dept stores

CR9

An increased amount of sales “up for grabs” from dept store closures

CR10

U.S. athletic footwear sales growth and ASPs

CR11

Total stock returns over the past 5 years

CR12

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