Why Retailers Close Stores: The Lease Math
A store is a stream of sales against rent, labor, and occupancy costs with a lease running years past the decision — and the lease's structure decides when closing pays.
Lena Fischer · June 16, 2026
Coverage of retailing as a business: store estates and closures, online fulfillment costs, assortment decisions, own-brand ranges, and the real depth of a promotion. Figures come from company filings and price tracking. Read by category managers, suppliers negotiating terms, and analysts covering the sector.
A store is a stream of sales against rent, labor, and occupancy costs with a lease running years past the decision — and the lease's structure decides when closing pays.
Lena Fischer · June 16, 2026
Grocers earn one to three cents on the dollar — a structural fact of selling what everyone sells — and the 2021–2023 period tested how much pricing power even that allows.
Henrik Larsen · May 25, 2026
The visitor counts behind retail headlines come from anonymized phone location panels — a few million devices extrapolated to a nation, with known biases.
Henrik Larsen · May 2, 2026
Online runs about 17 percent of U.S. retail sales and keeps climbing — but the headline number hides how unequally the shift is distributed across categories.
Henrik Larsen · April 9, 2026
The NRF's holiday number — nearly $1 trillion in recent seasons — counts November and December retail, minus cars, gas, and restaurants, and everyone quotes the definition nobody agrees on.
Henrik Larsen · March 17, 2026