Telsey's Feldman Expects More Retail Bankruptcies

The video discusses the rapid pace of bankruptcies in the retail sector, with over 55 filings this year. It predicts further consolidation of market share among major players like Amazon and Walmart. The discussion also covers the challenges faced by malls and anchor retailers, with a focus on how landlords are adapting to make mall spaces more useful and profitable.

What is the main reason for the rapid pace of bankruptcies in the retail sector this year?

• Increased competition from online retailers

• Economic recession

• High operational costs

• Lack of consumer interest

What is expected to happen to weaker players in the retail sector after the holiday season?

• They will merge with larger companies

• They will expand their market share

• They will experience a resurgence

• They will face another wave of bankruptcies

What trend is accelerating in the mall space according to the transcript?

• Expansion of new malls

• Consolidation of mall spaces

• Increase in luxury retailers

• Rise in consumer foot traffic

What are landlords trying to achieve by making mall spaces more useful?

• Increase consumer traffic

• Attract more luxury brands

• Secure better rental agreements

• Reduce maintenance costs

How might Amazon's involvement with mall spaces benefit landlords?

• By providing rental income

• By reducing operational costs

• By attracting more retailers

• By increasing foot traffic