In the aftermath of Wall Street’s collapse, it won’t be long before the discounter gains a coveted foothold on the once glittering shores of Manhattan. A grassroots uprising will pressure snooty New York politicos to put out a welcome sign for the gang from Bentonville, Ark., as cash-strapped natives demand the same deals enjoyed by the rest of the country.
Suitable available space was one of the traditional obstacles that thwarted Wal-Mart’s entry into crowded Manhattan. That shouldn’t be much of a problem now. Barclay’s is probably interested in unloading Lehman Brothers’ Times Square headquarters. That locale is a natural for Wal-Mart. The area is densely packed with tourists from the heartland who would feel right at home shopping at a Times Square Wal-Mart. There also are plenty of Washington Mutual and Wachovia bank branches that will soon be shuttered. They could be Wal-Mart boutiques. There will be a lot of smiley faces in “price-buster” NYC.September retail numbers released today bear out the strength of Wal-Mart. Neiman Marcus’ same-store sales plummeted 15.8 percent, J.C. Penney dipped 12.4 percent, Dillard’s sunk 12 percent, Saks dropped 10.9 percent and Nordstrom’s tumbled 9.6 percent.
Wal-Mart bucked the downturn, solidly thumping trendy competitor Target, where sales decreased three percent. Sales for Wal-Mart advanced 2.4 percent, a percentage point better than last year’s period. Even Mother Nature was no test for Wal-Mart. The store thrived though hurricanes and floods forced it to temporarily close more than 340 oultets during the reporting period.
As the nation frets over its shaky financial future, Wal-Mart is bullish on America just like Merrill Lynch used to be. President Eduardo Castro-Wright says Wal-Mart is positioned in the sweet spot as recession grips the U.S. Shoppers are flocking to Wal-Mart to buy “basics” (e.g., survival goods) for their families. Wal-Mart’s September sales of discretionary items were “soft,” while sales of “food and consumables” were strong. Wal-Mart is the 2008 version of the Great Depression soup kitchen.
The Christmas season shapes up as a bust for America’s retailers. They are also cursed by a late Thanksgiving, shortening the traditional holiday shopping season. There will be fewer festive Macs and iPods from Apple under Christmas trees this December. They will yield ground to the $10 specials on board games and dolls promoted at Wal-Mart.
We are now Wal-Mart Nation.
