IMO, I'd expect to see more international D2C start eating the lunch of US retailers as the D2C companies see they can make more money and still offer lower price points.
If the main value proposition of retailers is importing goods they don't produce and marking them up to sell to Americans, that's a shaky business model, especially in the age of ecommerce.
If the main value proposition of retailers is importing goods they don't produce and marking them up to sell to Americans, that's a shaky business model, especially in the age of ecommerce.