Barnes & Noble Has Become an Antidote to Amazon

If someone said ten years ago that Barnes & Noble, the U.S. book seller, would experience a resurgence in the mid-2020s, few would believe the prediction. And yet, Barnes & Noble is doing just that by opening dozens of stores a year, defying consensus expectations of a there being a retail desert drained of water by Amazon.

Thanks to a multi-year expansion, the number of Barnes & Noble stores stands at approximately 700, close to the peak number seen in the late 2000s. As seen with the following new store openings trajectory, management is quite bullish about business prospects. 

  • 2023: 30 new stores

  • 2024: 61 new stores 

  • 2025: 67 new stores

  • 2026 (expected): 60 new stores

It’s a remarkable turn of events for a retailer that closed 20% of its stores last decade. The growth isn’t a result of Barnes & Noble reverting to its former strategy. Instead, we are seeing a retailer that has undergone significant change. 

Become a subscriber today to continue reading. Already a subscriber? Sign in and read the full essay here.

An audio version of this essay is also available to subscribers. Sign in for instructions on getting the private podcast up and running in your favorite podcast player.

Choose either a monthly or annual subscription. Payment is processed by Memberful and secured by Stripe. Apple Pay and other mobile payment options are accepted. Special bundle pricing is available when subscribing to the Above Avalon Daily newsletter.

Subscribe $10/month
Subscribe $100/year


Subscriber Privileges and Benefits

  • Receive Exclusive Essays. The cornerstone of an Inside Orchard subscription is access to Neil’s essays on the latest developments in the technology industry. Weekly essays are ~1,000 words and sent via email. Essays revolve around the following topics: technology industry analysis, business model analysis, technology’s impact on societal and consumer trends. Create a free profile to read a few sample essays.

  • Access Exclusive Private Podcast. Listen to Inside Orchard essays via an exclusive private podcast. After becoming a subscriber, all previously-published podcast episodes become available in your favorite podcast player. Podcast episodes never become available to the public.

  • Inside Orchard Support. Play an active role in supporting Inside Orchard as an independent source of analysis and perspective. Inside Orchard is 100% supported by its subscribers.

Next
Next

Why AI Slop Worries Me