The following video is part of our "Motley Fool Conversations" series, in which Austin Smith, consumer-goods editor and analyst, and David Williamson, health-care editor and analyst, discuss topics around the investing world.

In today's edition, Austin and David discuss the recent rumors that Barnes & Noble may be spinning off its successful Nook division. There's no doubt the company has been hurting lately, but could the Nook stand on its own legs?

Retail is in its largest period of transition ever. Companies left beyond will be tomorrow's losers while the few exceptional leaders who understand this change stand to see astounding growth in the years ahead. The Motley Fool has created a free report named "The Death of Retail," which highlights two companies hand-picked by Fool analysts that are set to dominate the future. To check out these two companies and learn more about the future of retailing, click here now -- it's free!