Understand The Retail Apocalypse With One Giant Chart

One company is eating everyone’s lunch

The retail apocalypse has everyone talking. If you thought it was bad before, it just got even worse. Macy’s is currently trading at its lowest levels since 2010. But the entire sector has been getting demolished.

Here’s how a large basket of retail stocks have been performing over the last 4 years:



$JWN Nordstrom -24%

$KSS Kohl’s -28%

$TGT Target -21%

$SHLD Sears -82%

$JCP JC Penney -70%

$M Macy’s -50%

So what’s going on with this sector? We could get into all the details and little things. We could breakdown management styles, secular trends, and the impact of the Internet. Or we could just let one chart tell you everything you need to know (chart from Michael Kramer of Mott Capital Management):