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Originally Posted by joey2665
Everyone is entitled to their own opinion even if they do not know that facts or just place analysis on stock prices. I am currently on the inside track with many major retailers and there sales and real estate management department will absolutely disagree with both your assessments. If they are in such trouble why are they renewing their leases with large built in escalations and not renegotiating for reduced rent or escalations. My knowledge is national not regional.
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You might as well use those large signed leases as toilet paper when those companies go out of business. Anyone who doesn't see that E-commerce is a threat to take away a huge percentage of business from bricks & mortar stores has their head in the sand.