Internet Trend Nearing Inflection Point

Fast Money Portfolio
Fast Money Portfolio

We may be at an inflection point in retail as a new and dynamic trend takes a foothold.

And it could change the fortunes of retailers everywhere.

What’s the trend? More retail is taking place online.

We know what you’re thinking! That’s nothing new. The broad trend has been underway for quite some time.

Yes it has, but Boston Properties Chairman Mort Zuckerman tells us the trend is gaining traction. "It's going to accelerate, if anything," he says.

So much so that larger stores are starting to re-think their strategy; they're starting to prefer a smaller footprint. Contrary to the big box, bigger is better trend, "a smaller footprint will send ripples across both operators and shopping center owners," explains Zuckerman.

“That has to be scary if you’re a mall owner,” muses trader Karen Finerman. “Do you get to a tipping point where the whole mall gets smaller?”

Zuckerman sees developments online transforming the whole retail space, much like it transformed media, another industry with which Zuckerman is well acquainted.

Zuckerman is also publisher of "U.S. News & World Report" and "New York Daily News" and tells us, “I have some experience in print publishing and I can tell you that it’s been changed dramatically by the Internet.”

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Trader disclosure: On Apr 4, 2012, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s "Fast Money" were owned by the "Fast Money" traders; Karen Finerman is long AAPL; Karen Finerman is short APPL CALLS; Karen Finerman is long BAC; Karen Finerman is long WMT; Karen Finerman is long TGT; Karen Finerman is long HPQ; Karen Finerman is long RIMM; Karen Finerman is long GRPN PUTS; Karen Finerman is long SPY; Karen Finerman is long IWM; Karen Finerman is long MDY; Pete Najarian is long AAPL CALLS; Pete Najarian is long AAPL; Pete Najarian is long BAC CALLS; Pete Najarian is long C; Pete Najarian is long JPM CALLS; Pete Najarian is long MS CALLS; Pete Najarian is long INTC; Pete Najarian is long YHOO; Pete Najarian is long SBUX CALLS; Pete Najarian is long COP; Pete Najarian is long PEP; Pete Najarian is long HPQ; Pete Najarian is long AIG CALLS; Pete Najarian is long TFX CALLS; Pete Najarian is long SCCO CALLS; Guy Adami is long C; Guy Adami is long GS; Guy Adami is long INTC; Guy Adami is long AGU; Guy Adami is long MSFT; Guy Adami is long BTU; Guy Adami is long NUE; Tim Seymour is long BAC; Tim Seymour is long INTC; Tim Seymour is long YHOO; Tim Seymour is long CSCO; Tim Seymour is long WMT

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Dennis Gartman
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