Nice post! But I don't know if you you've fully captured the full extent of how retail is being disrupted. I've seen statistics saying that, in fact, more than 300 retailers have filed for bankruptcy this year. This could ultimately decimate shopping malls (which are also in a bad state), since smaller stores can reduce or get out of their leases when an anchor store closes. Retailers are also being squeezed by brands, such as Canada Goose, growing their direct-to-consumer sales channels, thereby becoming less reliant on retail partners. And there's also the emerging business of stuff—like clothes—as a service, which further undermines the need for retail stores. I don't study this as closely as you, but my read of the situation is that:

• America is over-stored
• Retailers are deeply in debt
• Online shopping is still in its infancy (about 12% of all retail sales in the US)
• Retailers must either compete with Amazon (hard to do, especially since they're so deep in debt) or offer something novel
• Experiences may help, but they won't help all stores—I'd say a minority of retailers will survive

My two cents.