😬Is More Mall Pain Ahead?😬

Sycamore Partners, Express Inc. & Belk Inc., WPG & More

💥Sycamore Partners is a B.E.A.S.T. Part III.💥

As a follow-up to Sunday’s Members’-only briefing, we’d be remiss if we didn’t note the role that Sycamore Partners has to play in retail today (Parts I and II here and here. Reader feedback here. Additional fun times here and here). In a nutshell: two of its portfolio companies are showing signs of succumb…

This post is for paid subscribers