[cstreit]

A lot of the retail difficulty is due to their inability to react fast enough to meet consumer demand of shopping any way they want. Online, mobile, in store, and hybrid. Its a huge challenge that is wrapped up in both business models and technology to support it.

The technology solutions are clambering to keep up as well. Some retailers are doing it well, but it's expensive...and time consuming... THe shakeup is happening, they know it, they're working on it, but the question is, will they change fast enough for the consumer.

How fast does that need to be to stay ahead of the margins? That's the trillion dollar question.