Retail: clearance sale

Online shopping’s disruption of the US retail sector poses challenges and opportunities for investors trying to stay one step ahead

In the first of a series looking at the rise of online shopping, the FT assesses how damaging the ‘Amazon effect’ could be for traditional retailers

Lenders insist on safe form of financing for troubled sector

Investors begin to doubt the highest-rated properties will escape online disruption

World’s largest real estate investor sees mounting ‘secular’ pressures on US retail

Level of short interest in some of the largest operators has been increasing steadily

Figures show worst situation since 2013 as investors balk at refinancing

More from this Series

Online retailer’s expansion leaves other retailers — and their investors — on edge

Warehouses near residential areas provide a bright spot for real estate investment trusts

Lower demand for loans on shopping malls raises risks for those needing to refinance

Debt of venerable stores climbs in price despite migration of shoppers online

Stance stands in contrast to hedge funds’ pessimistic view on the sector’s shares