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01. Defending Main StreetDefending Main Street Stacy Mitchell I'd like to thank all of the people and organizations that helped make this event happen, and to thank all of you for coming out tonight. It's wonderful to see so many people deeply concerned about the future of their community. Bozeman, as you know far better than I do, is a very special place. It has something many cities have lost: a vibrant downtown with numerous locally owned businesses. Every week I get calls from people who live in places that no longer have an active downtown. They call me because they are desperate to find some way to get back what they've lost. In the name of progress, in the name of growing the tax base, in the name of saving a few bucks, these towns have given up something very valuable. They have lost their sense of community. Community is one of those words so often used today that we rarely pause to consider its meaning. In her book, The Death and Life of Great American Cities, Jane Jacobs writes that what constitutes community is not any one particular thing, but rather the many small interactions that occur in our everyday lives. "It grows," she writes, "out of people stopping by the bar for a beer, getting advice from the grocer and giving advice to the newsstand man, comparing opinions with other customers at the bakery and nodding hello to the two boys drinking pop on the stoop ... hearing about a job from the hardware man and borrowing a dollar from the druggist ... " "Most of it is ostensibly utterly trivial," she goes on, "but the sum is not trivial at all. The sum of such casual, public contact at the local level... most of it fortuitous, most of it associated with errands .. . is a feeling for the public identity of people, a web of public respect and trust, and a resource in time of personal or neighborhood need. The absence of this trust is a disaster..." Although Jacobs was writing about an urban neighborhood, what she describes here sounds very much like a small city or town. It is a close-knit community built around a cohesive downtown and a vibrant local retail economy. It is a place of small stores and sidewalks. A.place where public and private uses intermix. A place where we buy goods and services from businesses owned by our neighbors. Such places are increasingly rare. Small-scale, pedestrian streets are giving way to massive, impersonal shopping centers. Street life has suffered, as our daily errands revolve increasingly around stores accessible only by car. Locally owned businesses are disappearing, displaced by national chains that have limited ties and no long-term commitment to the community. Over the last fifteen years, the U.S. retail economy has undergone a massive shift from primarily locally owned to primarily absentee -owned businesses. Since 1990, 11,000 independent pharmacies have closed. Independent bookstores have fallen from 58 percent of book sales in 1972 to just 15 percent today. Local hardware dealers are disappearing, while Home Depot and Lowe's have captured one-third of that market. Five firms control one-third of all grocery sales, up from 19 percent just five years ago. Three companies account for 75 percent of the office products market. Blockbuster Video rents one out of three videos nationwide. A single firm, Wal-Mart, now accounts for 7 percent of all consumer spending. This trend has transformed much of the American landscape. Many cities and towns are now indistinguishable. They are ringed by the same big box superstores. Their downtowns are shuttered and vacant. Their small, local stores are long gone. Traveling these days has become a unsettling experience. I keep finding myself in places virtually identical to the ones I left behind. Denver. Minneapolis. Portland. Bozeman. As Richard Moe, president of the National Trust for Historic Preservation, has said, "More and more... every place in America looks like every place else, and that means every place looks like no place." According to the conventional wisdom, the current trends in retail are both desirable and inevitable. We tend to take as self-evident truth that these large retail corporations strengthen the local economy by generating new jobs and tax revenue. We assume that they benefit competition and consumers. And, even though we may mourn the loss of the neighborhood pharmacy or the local bookstore, ultimately we believe that there's not much we can do about it. This is simply the free market at work. The economy is always evolving. Independent retailers are simply the latest casualty of progress, a price we must pay for prosperity. But before the last locally owned store closes its doors, before the last American downtown withers and dies, before we lose more open space to sprawling retail development, I think it's important that we pause to question the conventional wisdom. Do national retail corporations actually strengthen the local economy? Do they create all of the benefits they claim to? Are there hidden costs associated with large-scale retail development? And most importantly, how does the disappearance of locally owned businesses impact our local economies and our communities? Impact of Chain Stores on Local Economies and Communities One of the things we often hear about these big retail developments is that they create new jobs and tax revenue. And in fact they do. A 100,000 square foot store might employ 200 people and generate significant property and sales tax revenue. 2 But what is often overlooked is the other side of the balance sheet. Study after study has found that new retail growth generally destroys about as many jobs as much tax revenue as it creates. This is because retail spending in a given market is a relatively fixed pie. Growth in sales at one location will invariably be offset by declines in sales at existing businesses, many of which will be forced to either downsize their operations or close altogether. ; A study in Greenfield, Massachusetts, for example, found that a Wal-Mart expansion would cost existing merchants $35 million in sales. The 177 jobs expected to be gained by the new development would be offset by the loss of 148 jobs at other businesses. Another study in Vermont found that a big box store would cause dozens of local businesses to close, ultimately leading to a net decline in overall retail employment. Similar conclusions have been reached in studies of big box stores in California, Maine, Minnesota, New York, and Virginia. Some contend that a portion of these losses will be offset by the fact that the new store will draw shoppers from surrounding areas, creating an overall rise in retail sales in the host community. This is may be true initially, but it's only temporary. Kenneth Stone, an economics professor at Iowa State University, has been tracking the impact that Wal-Mart has had in Iowa for several years. What he's found that nearby towns do experience a big blow, losing an average of 25 percent of their retail sales within the first three years after the Wal-Mart opened. Meanwhile, immediately following Wal-Mart's arrival, the host towns lost several of their local stores, but overall they had a net gain in retail sales. After the first two or three years, however, the host towns reached a peak in sales and then began a decline. Many found themselves back where they started. One in four actually ended up with a lower level of retail sales than they had prior to Wal-Mart's arrival. Dr. Stone attributes this decline to the saturation factor. All of the big national retail companies have a similar pattern of expansion. They build stores first in the medium- or large -sized markets. Then they build stores in the smaller towns in between until they've saturated the region. The result is that, after a few years, a big box store draws very few shoppers from outside of the local market. In Iowa, Wal-Mart is currently building supercenters in towns as small as 8,000. Although much of the big box focus to date has been on Bozeman, it's quite possible that these retailers are also considering sites in Livingston, Manhattan, and other small towns in the region. Moreover, what usually happens is that cities get not just one, but several of these stores coming in all at once. When one big box company builds or expands in a certain location, it often draws the attention of other superstores. Pretty soon you have Home Depot, Petsmart, Office Max, Blockbuster, and all the other big chains sprouting up. 3 Most cities cannot sustain this level of retail expansion and continue to have a vibrant downtown. The first businesses to close will be those that are in direct competition with the new chain stores. Over time, however, as vacancies increase, downtown will become less appealing to shoppers. Even those stores not in direct competition will experience declining sales. Once this spiral of vacancy and disinvestment begins, it's very difficult to turn around. Throughout the midwest, where many of these big box stores first appeared, one can find countless towns that are now struggling to revive their Main Streets. In essence, what these communities have done is squander their assets. They've allowed all of the public and private investment that's gone into the downtown over the years to evaporate. Meanwhile, they've lost valuable open space and farmland on the perimeter. Often they've also incurred a variety of new tax burdens to cover the cost of providing roads, sewers, police and fire services to the sprawling new development. We all know that a business cannot survive unless it protects its capital investments. The same is true of a city. The city of Concord, New Hampshire provides an example of what can happen when a community allows massive commercial growth and fails to protect its existing assets. Over the last 12 years, Concord added 2.8 million square feet of new commercial and industrial development. Yet tax revenue has actually declined by 19 percent. To make up for lost revenue, the town now has one of the highest property tax rates in the state. A study by RKG Associates, an independent economic consulting firm, found that there were several reasons for the declining tax base. One was that new retail development, primarily big box stores, had harmed local businesses. Property values, and subsequently tax revenue, in the older shopping areas had declined sharply. Another factor was that the new development had eroded the value of residential property, probably due in part to increased traffic and noise. The end result was that the city actually experienced a declining tax base despite all of the new growth. But job and tax losses are only part of the picture. There are other, less visible economic losses that occur when locally owned businesses are displaced by national chain stores. Consider what happens to a dollar spent at a locally owned store. Not only do profits stay in the community, but local retailers support a variety of other local businesses. They create opportunities for service providers, like accountants and printers. They do business with the community bank. They advertise through local media outlets. They purchase goods from local or regional distributors. They sell products made by local companies and small manufacturers. In this way, a dollar spent at a locally owned business sends a ripple of economic benefits through the community. M In contrast, chain stores typically centralize these functions at their head offices. They keep local investment and spending to a minimum. They bank with big national banks. They bypass local media in favor of national advertising. They deal almost exclusively with large manufacturers and offer few opportunities for local firms. In this way, much of a dollar spent at a chain store leaves the community immediately. Maintaining a large number of small, local stores also ensures economic diversity and stability. Local ownership means these stores are firmly rooted in the community. They are unlikely to move and will do their best to weather economic hard times. Because there are so many of them, consumers have options about where to shop and the community as a whole is not overly dependent on any single business. Contrast that with the situation now facing many cities and towns, where there are few local businesses left and residents instead depend on a handful of absentee -owned chain stores. This kind of dependency carries risks. With little or no competition, the chain retailers can raise prices at will. A survey of Wal-Mart stores in Virginia, for example, found that prices were as much as 25 percent higher in areas where the local competition had been eliminated. Dependency on a handful of national retail companies also carries risks for the community as a whole. Chain stores are highly mobile. They routinely abandon locations when the economic winds shift or when their business plan changes. Many cities are now home to dozens of vacated big box stores. West Columbia, South Carolina has ten empty or soon to be vacated superstores, including Target, Lowe's, Circuit City, and Wal-Mart. Kansas City has more than two dozen empty big boxes. In some cases, the retailer leaves town altogether. More often, it closes one store only to open a newer, larger store down the road, spreading urban sprawl further out into the countryside. Meanwhile, it's difficult for cities to find new uses for the empty stores. They usually remain vacant for many years, creating blight and eroding local property values. When a few large retail companies dominate a local market, they are often able to make demands that local governments find hard to refuse. Let me give you an example of what I mean. A Costco store in Lancaster, California recently demanded that the local government provide $3.9 million in free land, along with substantial tax breaks, to finance the store's expansion. If the city refused, Costco threatened to move the store elsewhere, taking with it a substantial chunk of the city's tax base. Stuck between a rock and a hard place, Lancaster officials ultimately gave in. But giving in of course only makes matters worse. A larger Costco will have even more power to exact tax breaks and other concessions in the future. This is not an exceptional occurrence. Stories like this occur on a weekly basis and nearly all of the nation's biggest retail companies have made similar demands of local taxpayers. 5 Which brings me to what I think might be the most powerful argument in favor of limiting chain store expansion and supporting locally owned businesses. Controlling our own destinies requires both political and economic democracy. True independence means not only holding the reins of government, but also owning a piece of the economic pie and having a say in the economic decisions that affect our lives. As Senator John Sherman put it in 1890, "If we will not endure a king as a political power, we should not endure a king over the production, transportation, and sale of the necessaries of life." In the 1920s, 30s and 40s, America experienced its first wave of chain store expansion, which met with a very strong negative response from the public. Most states moved immediately to curb retail consolidation by enacting special taxes on chain stores. Senator Hubert Humphrey summed up the general feeling of that time during a 1952 debate on the Senate floor. He declared: We are not necessarily talking about [saving] half a cent on a loaf of bread. We are talking about the kind of America we want... Do we want an America where the economic market place is filled with a few Frankensteins and giants? Or do we want an America where there are thousands upon thousands of small entrepreneurs, independent businessmen, and landholders who can stand on their own feet and talk back to their Government or to anyone else. These days, many of the most important decisions affecting our lives are out of our hands. Who decides whether to close a store in a distressed community, stock a controversial book, sell produce from local farms, pay a living wage, or contribute to a local charity? In the case of chain stores, these decisions occur in distant boardrooms, where the values of the local community carry little or no weight. Lastly, I want to touch briefly on a few of the qualitative benefits of maintaining a homegrown economy. Locally owned businesses build strong communities. There are several reasons for this. The first is that small, local stores help maintain humanly -scaled, pedestrian -oriented shopping districts. These traditional commercial centers create a vibrant street life and provide a foundation for all of those unplanned interactions with our neighbors that build a sense of trust and community. These are the kind of interactions that we experience less and less often these days as we spend more time running errands alone in our cars. The second reason is that local stores create a sense of place. They reflect the local culture. They give cities their unique flavor. They make the places we live special and distinct from all the other cities and towns in America. The third way that independent businesses strengthen community is through their contributions to civic and cultural life. Local merchants are more than providers of goods and services. They often take a leadership role in community affairs. Many chair neighborhood organizations, host cultural events, or organize local festivals. And, although we hear a lot about the charitable giving of national retailers, studies have found that small businesses actually give more than twice as much per employee to charitable organizations than do large companies. All of these things add up to a stronger local economy, because ultimately a community's quality of life is its most valuable economic asset. I don't know how many of you saw Money Magazine's annual "Best Places to Live," which came out a couple of weeks ago. This year, the editors chose cities and towns that had successfully managed growth. Cities that limit sprawl, preserve open space, and maintain compact, walkable neighborhoods, are not only the best places to live, according to the editors, but they are the places most likely to prosper in the future. By protecting and enhancing their unique assets and quality of life, these cities will continue to attract skilled workers and people who want to invest in homes and start new businesses. Role of Government Some argue that trying to retain locally owned businesses and viable downtowns is to resist the inevitable. This is simply the free market at work. Certainly some small businesses fail because they are inefficient or have poor service. But the tremendous shift now underway from locally owned to absentee -owned businesses is not simply the result of market forces. It is a trend that has been helped in no small part by public policy. In a variety of ways, at all levels of government, public policy has actively encouraged the growth of large corporations at the expense of independent businesses. Let me offer a few examples. Failure to adequately monitor and enforce antitrust law has allowed corporate chains to use their market power to unfairly disadvantage rivals and undermine competition. State antitrust authorities routinely receive complaints from small business owners who feel they've been the victim of illegal predatory practices on the part of their larger competitors. For the most part, antitrust authorities have neither resources nor the impetus to investigate these complaints. One exception recently occurred in September when the state of Wisconsin charged Wal-Mart with engaging in predatory pricing in an attempt to put its smaller rivals out of business in five towns. The state has been aware of these practices since 1993, but is only now taking action. At the local level, city officials in many communities are actively recruiting large chain store developments. Often, they have land use policies in place that allow or even encourage these kinds of sprawling projects. And many provide tax breaks and other kinds of subsidies. 7 Target received nearly $20 million from the state of Wisconsin a few years ago to build a distribution center. Long Beach, California waived $6 million in taxes for a development that included Kmart. Walgreens received $2 million in state and county money to fund its expansion into Florida. New York recently supplied Wal-Mart with several million dollars in public funds. All of the big chains have been recipients of these subsidies, which amount to tens of millions of dollars nationwide, and have played a significant role in their expansion. Rarely are public funds made available to locally owned businesses. Instead, they often see their tax dollars used to subsidize their biggest competitors. Even if your city, county, or state government does not provide these kinds of subsidies, the chains that expand here are able to do so in part because of the public funding they've received elsewhere. New Rules These are just a few examples of the way public policy undermines local businesses. How might we do the opposite? How might we design policies that support the homegrown economy? One of the first things local governments can do is to consider how their decisions impact local businesses. Over the last few years, for example, many local, state, and national agencies have chosen to move various government buildings, like post offices, libraries, and schools, out of downtown and into new locations on the outskirts of the city. In doing so, they inevitably shift economic activity away from the central business district. A survey by the National Trust for Historic Preservation found that 80 percent of downtown shoppers planned their shopping trips around a visit to the post office. A Nevada study found that retail sales can decline by as much as 8 percent when a nearby high school closes. Another area of government decision -making that often impacts local retailers has to do with how local and state officials approach economic development. Traditionally, cities have focused on attracting national companies. Now, many are instead redirecting their economic development resources towards strengthening downtown commerce and fostering the creation of new independent businesses. They no longer offer tax incentives to national retailers. They no longer provide taxpayer funded roads, sewers, and other services needed to build on undeveloped land. Instead, they are rebuilding their central business districts. They are offering low -interest loans and other assistance programs to help local businesses renovate or expand. Land use and zoning policies are perhaps the most significant determinants for how a city will grow and whether it will maintain a vibrant downtown. Hundreds of cities have adopted zoning policies that deter chain stores and support locally owned retailers. Zoning is one of those words that rubs many people the wrong way. This is a free country and many contend that zoning unfairly impedes private property rights. But there's a flip side to that argument. Everyone in this room is a stakeholder in this community. All of you have invested in Bozeman. Most of you work here. Some of you own a business. Many of you own a home or would like to some day. In various ways, you have invested financially and personally in this community. During the time I've been here, I've asked many of you why you chose to make that investment and what it is that you love about living in Bozeman. Many of you have said that it's the magnificent wide open spaces, the ability to get out into the middle of nowhere and hike or ski or fish. Others have said it's having this unique, vibrant downtown, a center for the community. And many of you would probably also say you made that investment because Bozeman has maintained a high quality of life that will enable it to continue to create good jobs in the future. All of these things are threatened by sprawl. As residents of this community, you have both the right and the responsibility to determine how Bozeman will grow, how it will look in the future, and what kind of community you will leave for your children and grandchildren. Instead of leaving these decisions to developers, more and more cities are taking a pro -active approach. They're enacting land use rules that ensure that new development enhances, rather than harms, their quality of life and the vitality of their local economies. Let me offer a few examples. A number of communities have adopted land use rules that steer new development to areas in or adjacent to the central business district. This ensures that new growth and investment compliments existing businesses and does not detract from the viability of the downtown and other neighborhood commercial centers. Dozens, or maybe even hundreds, of cities have adopted laws limiting the size of new retail stores. The city of Walpole, New Hampshire, for example, adopted a law limiting new stores to no more 40,000 square feet. Boxborough, Massachusetts capped new stores at 25,000 square feet. These measures are driven partly by concerns about traffic congestion and sprawl, but also because many cities have concluded that they can absorb only so much new retail without causing the dislocation of dozens of local businesses. The city of Easton, Maryland, for example, spent several months studying the issue and concluded "Once a big box retail store exceeds 65,000 square feet, it is of such a scale that its negative impacts outweigh its positive ones." Easton now limits new stores to no more than 65,000 square feet. 0 Another zoning tool that many cities are using is to require that proposals for new development undergo a review and obtain a special permit. To pass, developers must meet specific criteria outlined in the law. What criteria are included vary from one community to the next. In Greenfield, Massachusetts, for example, proposals for stores that exceed 20,000 square feet or generate more than 500 vehicle trips per day must demonstrate that they will not negatively impact traffic, public revenue, the environment, the local economy, the downtown businesses district, and the character of the community. Public hearings are usually part of this process. Many towns also require an economic impact study conducted by an independent consultant, rather than just relying on the numbers supplied by the developer. This kind of review process can also be established on a regional basis. This ensures that nearby towns also have a say in developments that are large enough to have impact beyond the city where they locate. In 1990 the towns of Cape Cod, Massachusetts got together and created a regional board that reviews proposals for large-scale retail development. The economic impact of a new store is carefully weighed and guidelines require that the region encourage the growth of locally owned businesses. Vermont established a similar review process statewide under its Act 250. Both regions have rejected a number of national chain stores, including proposals from Wal-Mart, Home Depot, and Costco. One last example: In Boulder, Colorado, the City Council is currently considering a measure entitled the Community Vitality Act. It consists of four provisions. One requires that the city give preference to local businesses in all city purchases and contracts provided that their bid is within 5 percent of the lowest bid. Another requires that city -owned property only be leased to local independent businesses. The third provision limits the number of formula chain stores that can locate in the downtown area. The final provision provides for a special review for retail development proposals that exceed 12,000 square feet. The law has the support of the mayor and several city council members. A vote is expected soon. These are just a few of the innovative policies towns are developing to ensure that their homegrown businesses continue to be a vital and thriving part of the local economy. The full text of all of the policies I just described as well as others are available on Institute for Local Self -Reliance's web site at www.newrules.org. Finally, I'll end by noting that there's a difference between change and progress. Change is inevitable. We'll have change whether we will it or not. But we'll have progress only if we channel the forces of change in directions that are compatible with our values and in ways that improve our lives. In the context of tonight's discussion, that means taking steps to curb sprawl and ensure that locally owned businesses and active downtowns survive and thrive in the coming years. 10 Stacy Mitchell is a researcher with the Institute for Local Self -Reliance and author of The Home Town Advantage: How to Defend Your Main Street Against Chain Stores and Why It Matters. This speech was originally delivered at a public forum held in Bozeman, Montana on November 30, 2000. 11