Mar. 7 at 11:40 AM
$DDS $GAP $VSCO $ANF
This chart doesn’t reflect Ecommerce sales that many department stores have, but it’s staggering to see the collapse of physical shopping over the last 20 years.
We now simply hit the buy button.
Warehouses and distribution centers will continue getting built and refurbished for decades to come.
More automation is coming.
Companies like
$PLD will continue doing very well.
https://wolfstreet.com/2026/03/06/where-americans-spend-their-trillions-on-goods-and-how-that-changed-since-2015/