E-commerce & Real Estate Trends
summary
Retail was already strained and COVID accelerates bankruptcy risk from about 40 chains to 160 retailers on watch with a forecast of roughly 300,000 restaurants at risk after a 2.5–3 month shutdown; e-commerce penetration jumps from ~17% toward ~21% in 2020 and only modestly higher by 2024. Grocers face unit economics problems — roughly $7 to fulfill click‑and‑collect and $20 for delivery — so responses focus on micro‑fulfillment centers, ghost kitchens, curbside pickup, congestion management, and delivery-mode shifts (cargo bikes, local fleets).
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