Despite trade-war headwinds and all sorts of scary headlines, the American consumer has actually been fairly strong of late. And yet, not every U.S. retailer is thriving. In fact, many analysts are currently coining the term "death of retail" as we know it.
Why the contradiction? Because consumers are only flocking toward certain types of retailers, while others -- primarily middle-of-the road department stores based in malls -- are dying out.
Who are the winners? Mainly, retailers with wide variety, lots of inventory, omnichannel capabilities, and discounted prices. These include off-mall discounters, as well as big-box retailers with strong e-commerce offerings to compete with the likes of Amazon.
Source Fool.com