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 challenges are anticipated for malls that are not considered 'really good'?

What is the potential impact of Amazon using mall space according to the discussion?