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Editor's Note: This is an excerpt and chart from today's Early Look written by Hedgeye Retail analyst Brian McGough. Click here to learn more.  

Here’s the kicker – of the 263 basis points in share gain for e-commerce, 177bps of it came over the past 12 months. That sentence might be worth rereading. It’s huge, and I can assure you that no self-respecting brick & mortar CEO is taking about that. Those that are probably are on their way our [case in point – HBI’s CEO has 16 days left on the job. Macy’s has 108]. Those guys know the drill.

CHART OF THE DAY: Online Retail Crushing Brick & Mortar - mcgough Online Carrying Retail Sales