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Rhetoric vs Reality

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The U.S. retail sector is proving a difficult landscape to navigate as competing forces jostle for dominance. To understand the forces shaping the outlook over the next decade, our report focused on several key questions.

  • What is the outlook for the U.S. consumer?
  • How fast will retail sales grow?
  • How will retail sales be distributed between e-commerce and brick and mortar stores?
  • Given the outlook for brick and mortar stores, how will U.S. shopping malls perform?
  • How will different quality malls fare?
  • How will inline sales perform vs. department store sales?