Wow: eCommerce is now at 30% of all retail.

Fall will see higher numbers, potentially reaching China's 37%. Why this should concern you:

United States: 23.5 SQ. FT / capita
China: 2.8 SQ FT / capita

We are a landscape of suburban strip malls that won't be needed.

Source: BAC

— Web Smith (@web) May 5, 2020