We've all heard the horror stories: J.C. Penney (NYSE: JCP) is circling the drain, Kohl's (NYSE: KSS) is among the walking wounded, and Macy's (NYSE: M) is barely limping along. The retail apocalypse is upon us!
Meanwhile, all of the superlatives describing the success of e-commerce over the five-day period between Thanksgiving Day and Cyber Monday show once again that it's only a matter of time before brick-and-mortar retail is completely overshadowed by its online rivals.
Yet even as Amazon says Cyber Monday was its biggest sales day ever, getting lost in the hoo-ha is just how well physical retailers are doing this year.