Daily Archives: July 27, 2011

How online is killing stores

This chart is striking:


A bigger version is here and much more readable.

I think it is also possible to read too much into it. There are still stores in these industries that are surviving. But the lesson is: if your product can be made digital, then it gets harder to justify not buying it online.

Even if your product cannot be made digital, if the supply chain can be shrunk to an acceptible level, you may also be in trouble.