We got some VERY BAD NEWS this morning. Brick and Mortar seems to be in trouble.
By Eric Martindale Amazonagency ยท November 3, 2026 ยท Curated by George's Blog
We got some VERY BAD NEWS this morning.
Brick and Mortar seems to be in trouble.
(Read to the end.)
Circana issued its Demand Signals Report last week.
In-store sales fell nearly 3% during this period.
(It was already down every month from Jan - July 2026.)
๐๐ฉ ๐ฏ๐ฐ.
But hereโs the complete picture:
โข Digital sales rose 15.5%.
โข In-store sales fell 2.8%.
Overall sales werenโt necessarily the problem.
Sales just continue to drift from physical to digital.
This isnโt conjecture; this is real data.
๐๐ฐ ๐ข๐ณ๐ฆ ๐ธ๐ฆ ๐ธ๐ช๐ต๐ฏ๐ฆ๐ด๐ด๐ช๐ฏ๐จ ๐ต๐ฉ๐ฆ ๐ฅ๐ฆ๐ข๐ต๐ฉ ๐ฐ๐ง ๐ฃ๐ณ๐ช๐ค๐ฌ ๐ข๐ฏ๐ฅ ๐ฎ๐ฐ๐ณ๐ต๐ข๐ณ?
To answer that, letโs layer in another couple of facts:
1. Foot traffic is up 1% between Jan and Aug 2026.
2. Overall grocery (all channels) ๐ฅ๐ฐ๐ญ๐ญ๐ข๐ณ sales ๐ณ๐ฐ๐ด๐ฆ 1.3%.
Now the picture becomes clearer.
People are walking the store ๐ฎ๐ฐ๐ณ๐ฆ.
People are buying in-store ๐ญ๐ฆ๐ด๐ด.
Now you know what you need to do.
๐๐ณ๐ฆ ๐บ๐ฐ๐ถ ๐ฏ๐ฐ๐ต ๐ฆ๐ฏ๐ต๐ฆ๐ณ๐ต๐ข๐ช๐ฏ๐ฆ๐ฅ?!โ โ Maximus, Gladiator
Why fight it? We have a very bright future ahead.
Weโll walk the store for entertainment, discovery.
Weโll move the parts we donโt like to delivery.
โ๐๐ฏ๐ฐ๐ธ ๐บ๐ฐ๐ถ๐ณ [๐ค๐ถ๐ด๐ต๐ฐ๐ฎ๐ฆ๐ณ], ๐ข๐ฏ๐ฅ ๐บ๐ฐ๐ถ ๐ฏ๐ฆ๐ฆ๐ฅ ๐ฏ๐ฐ๐ต ๐ง๐ฆ๐ข๐ณ ๐ต๐ฉ๐ฆ ๐ณ๐ฆ๐ด๐ถ๐ญ๐ต ๐ฐ๐ง ๐ข ๐ฉ๐ถ๐ฏ๐ฅ๐ณ๐ฆ๐ฅ ๐ฃ๐ข๐ต๐ต๐ญ๐ฆ๐ด.โ
โ Sun Tzu, The Art of War (sort of)
What do you think?
If you had time to kill today, what would be the retailer you would shop for fun?
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