Amazon bought Whole Foods and everyone in the retail environment knows and understands Amazon is disrupting the retail environment. When Amazon bought Whole Foods it had expectations for both expansion and new services that Amazon could bring to Whole Foods. This expectation raised the stock price and lowered the price of food retailers . Whole Foods has run into barriers that were not expected. Recently reported by Jeffrey Dastin of Reuters, Whole Foods wanted to lease space in a mall in San Francisco but similar to most malls, the largest tenant tends to pay less more in rent but tends to bring in people to the mall. In San Francisco, the City Center Mall lead tenant is Target and they said no to Whole Foods because they did not want to compete against Amazon. Whole Foods is making concessions if it wants the location.

Reuters was wondering is this mall an exception or the norm? It turns out, the strings attached is a norm part of the retail environment which was overlooked by most analysts. In the online world of Amazon, there are few constraints, in bricks and mortar there are many constraints.

Linking to dividend paying stocks, as our economy changes companies that disrupt one sector may not fit into the old sector where the rules are often tougher or seemingly under the radar. One can not take for granted just because a company is successful in one area, it will be successful in another area.

There are more questions than answers, till the next time – to raising questions.