While some retail landlords may not be ready to lower rent pricing, others are seeing the writing on the wall. But not all categories of retailers are still in freefall. Americans are returning to pre-pandemic spending levels, but a transformation is taking place, and where we’re spending is the change: Takeout dining, delivered goods, and discount stores are heating up while big box retailers are still relatively empty.
Who are the retail chains that are best-positioned for a new do-more-from-home paradigm? Which brands are planning on growth now versus those that are facing shutdowns? Which brick-and-mortar brands will not only survive but thrive despite the buying shifts?