business news in context, analysis with attitude

Axios has a story about analysis done by investment research firm Morningstar in which it names three companies that it believes are “the most likely survivors of Amazonization” of the retail landscape.

They are Lowe’s, because “home improvement retailers benefit from the high price of shipping the bulky goods they have on offer;” Costco, because it “benefits from its gasoline business, an item that Amazon's Whole Foods doesn't sell;” and Walmart, because its “sheer scale and close relationships with suppliers means it can compete on price.”
KC's View:
There will be a lot more survivors than this, and it isn’t really going out on a limb to suggest that these three will survive.

The better question is, what will pass for survival?