I would hesitate to say that this is definitely what is happening but a near 10% rise in online sales annually could, with that Amazon price pressure, be what is causing the drop in retail sales. We're getting richer as we have to pay less for the same stuff.
from Forbes Real Time http://www.forbes.com/sites/timworstall/2017/07/14/us-retail-sales-fall-possibly-a-result-of-amazon-and-online-sales-price-pressure/
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