Will Dropping Retail Traffic Impact Physical Security / Surveillance Sales?

The Wall Street Journal has an interesting review of how retail foot traffic in stores has declined very significantly since 2010. Here's a key chart:

First, a question:

In the last decade, it seemed that retail stores were always expanding. That was clearly good for security. Each new store got new cameras, DVRs, EAS, etc. Even after the recession started in 2008, it did not seem that horrible.

But it appears now that online shopping is really starting to take a toll on physical stores.

Anyone with recent experience seeing an impact or not?

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