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Paula Rosenblum

Managing Partner
RSR Research

Honestly, do you think this is any more than a gimmick? And do you really think Amazon would make money with a delivery fee that low?

This might sound harsh, but I think it's pretty similar to stories about drone deliveries and robots in the warehouse. Good PR (sort of),...

It's more than an app, but I LOVE Uber. I used it once in Boston, and it was OK. But when I used it in NY, I became a total convert.

I was waiting on the cab line outside the Waldorf Astoria and got tired of it. Ordered up an...

Yes, it's more difficult, because the sheer mass of the companies they are managing makes the job far more complex.

But most of the examples above are somewhat idiosyncratic and would have caused the CEOs to be shown the door in any era.

  • Jeffries lost his touch as a merchant. He...

It's easy to be snarky and say "Is this when we get to say 'we told you so'?" but that's not terribly productive.

This is an incredibly unfortunate situation. If the days AFTER Christmas become the most important shopping days of the season, then truly, we are in a terrible...

The biggest obstacle is the privacy issue—no doubt. This can be overcome by allowing the customer to either a.) opt in, or b.) pull deals, rather than have them pushed to them.

I do worry that this is a bit like RFID in the early years: A solution in search...

This is a very complex question. The "old" leases were actually 99-year leases. I think Sears has a boatload of those, with 60-year terms.

The value of leasing is that the cost is essentially fixed (although I'm sure there are COLA provisions in the really long ones). The value of...

First of all, if 11 Main is an example of how Alibaba is going to market in the U.S., no one has anything to fear. I was actually shocked at how poor the product offering was.

Second of all, I really thought that Alibaba's B2B offering (the actual alibaba.com site)...

As usual, Nikki has it exactly right. We've been saying for a long time that the only thing Thanksgiving openings and frenetic sales do is move sales around.

I think we'll still see our 4 percent increase, but what we've done as an industry is distort demand curves to a...

Boy, what a telling statement about Black Friday. Tone deaf is a phrase that comes to mind.

I think Walmart's management team was a bit complacent and equated size with trajectory. I like the idea of separate heads reporting to the CEO. As long as there aren't 12 of them....

Obviously the pro is that they will get more traffic, particularly from aspirational shoppers.

The con is that they begin to lose their identity and become just another large chain. That would be a sad day, but in truth, they've been heading that way since they got more aggressive about...

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