What's in store for retail?

As retailers battle against a storm of cyclical and structural challenges, the shift in shop-front and online strategies may shake up their landlords' business model sooner than expected.

It shouldn’t have taken today’s profit warning from Billabong to alert the market that the retail sector is in trouble.

It was obvious over the course of this year that retail conditions have been deteriorating and it was becoming obvious that despite the usual retail optimism, this Christmas period wasn’t going to produce a reversal in their fortunes.


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