PETITION

PETITION

Share this post

PETITION
PETITION
Cracks in Malls Grow Deeper (Long Thanos, Short CMBS)

Cracks in Malls Grow Deeper (Long Thanos, Short CMBS)

Mar 25, 2019
∙ Paid

Share this post

PETITION
PETITION
Cracks in Malls Grow Deeper (Long Thanos, Short CMBS)
Share

Retail Carnage Continues Unabated (R.I.P. Payless, Gymboree, Charlotte Russe & Shopko)

Thanos.gif

Talk of retail’s demise is so pervasive that the casual consumer may be immune to it at this point. Yeah, yeah, stores are closing and e-commerce is taking a greater share of the retail pie but what of it?

Well, it just keeps getting worse.

Consider 2019 alone. The Payle…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Petition LLC
Publisher Privacy ∙ Publisher Terms
Substack
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share