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Retail apocalypse just getting started - Bloomberg

Published 11/08/2017, 10:12 AM
© Reuters.  Retail apocalypse just getting started - Bloomberg
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  • via Bloomberg
  • The struggles of traditional retailers and those who rent them space have been well covered, but this is happening (a net 3.8K store closings so far this year) in a fairly strong economy. What happens at the next downturn?
  • Taking it a step further, what of the sizable piles of debt on the balance sheets of the retailers and mall/shopping center owners, and who stands to lose as that paper turns bad?
  • Only $100M of junk-rated retail borrowing are maturing this year, but that will jump to $1.9B in 2018, and from 2019-2025 will average about $5B annually.
  • Low interest rates have helped, but the Fed is in a tightening cycle, and the Nordstrom (NYSE:JWN) going-private effort failed thanks to the 13% interest rate lenders required.
  • Regional and local lenders are most exposed to retail debt (33% market share), with CMBS garnering 24%, national banks 15%, and insurers 13%.
  • ETFs: XLF, FAS, FAZ, XLY, KRE, VFH, XRT, UYG, KBE, VCR, IYF, FNCL, BTO, RTH, IAT, RETL, FDIS, IYG, KBWB, QABA, FXD, FXO, SEF, KBWR, RYF, FINU, DPST, RCD, FINZ, PMR
  • Now read: MBA Mortgage Applications


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