Why Retail Could See Up to Forty Bankruptcies

The video discusses the current state of the retail industry, highlighting challenges such as financial distress, high leverage, and the impact of e-commerce. It explores opportunities in specialty retail and the restaurant sector's struggles due to increased competition and costs. The role of real estate in retail strategy and the influence of private equity are also examined, with potential bankruptcies anticipated.

What is the significance of real estate ownership for retail companies in the current market?

What are the expectations regarding the future of private equity firms in the retail sector?