Howard Davidowitz was not impressed with last week's retail sales to say the least. He also continues to have major concerns about the broader economic recovery as well.
A confluence of factors--weak year-over-year comparisons, pent-up demand and the "Easter shift"--all helped to make March a huge month for retailers. ...
Private equity deals have a checkered history in the retail sector, often resulting in bankruptcies and liquidations, but they are undoubtedly a sign that retail is on the upswing. Now, after several years of a deal draught, market researchers...
While many retailers continue to struggle with lackluster sales, at least we've come to a point where some are thinking about expansion. Children's apparel seller Gymboree, for instance, has doubled the number of stores planned for its new off...
This had been teased over the weekend and General Growth has now filed the papers to seek approval of the proposed plan to recapitalize and split the company. The text of the motion is here. ...
Elizabeth Warren remains extremely concerned about the refinancing risk inherent in commercial real estate. The thoughts here pick up on what was laid out in the February Congressional Oversight Panel on Commercial Real Estate Losses and the Risk...
