Howard Davidowitz: U.S. Retail Is Over-Stored

The video discusses the challenges faced by the retail sector, particularly in the context of online retail and market share battles. It highlights the issue of being overstored in the U.S., leading to store closures and real estate problems. The discussion covers the impact on retail employment and consumer spending, with a focus on the future of retail and economic growth. Key players like Walmart are adapting to changes, but the overall outlook remains challenging.

What are the potential consequences of the predicted collapse of retail on employment and commercial real estate?

In what ways are major retailers adapting to the challenges posed by online competition?