Malls.com

Shopping malls, Brands & Stores · CRE Retail Spaces · Daily News & Analytics

[Malls.com @MallsCom]

The old mall anchor was a department store.
The new one has a charging port.
Rivian signed a lease next to Porsche. Polestar grew retail 50% in twelve months. Lucid sits next to Hermès.
The rent math looks more like Hermès than Honda.
→ https://t.co/PTlBpzrMNV

[Malls.com @MallsCom]

Pop Mart in Westfield centres. SKIMS at Selfridges. Aesop on streets that lost three retailers in a decade. The brands moving in look nothing like the ones moving out.
Shoptalk Europe in Barcelona is where this gets unpacked. @MallsCom will be there.

#ShoptalkEurope #RetailRealEstate

[Malls.com @MallsCom]

Westfield sold the same space to six brands in six weeks.

The Devil Wears Prada 2. Apple TV+ Emmy FYC. Star Wars. Dr. Martens. Six weeks. One atrium.

URW calls the product Westfield Rise.

The mall is not filling vacancy. It is selling audience inventory.

→ https://t.co/eeREZEpZqq

[Malls.com @MallsCom]

The next anchor is not a department store. It is frequency.
T&T opens in a San Jose mall June 18.
Alshaya signed 20 brands at a Kuwait mall in one agreement.
Oakridge opens May 28 with 6,000 residents above the retail floor.

https://t.co/xKCIlzOv4F

[Malls.com @MallsCom]

Five mall "openings" in seven days. Five different products. Primark Herald Square: flagship. Lulus Mall of America: pop-up. Battersea: continuous tenant pipeline. Primaris: anchor redevelopment program.
Oakridge: mixed-use signing.
Same word. Different math.

→ https://t.co/kNWPHRVzVS

[Malls.com @MallsCom]

May 1: Devil Wears Prada 2.
May 4: Star Wars Day.
May 22: The Mandalorian and Grogu.

Each opens across four surfaces:
- mall
- cinema
- toy shelf
- licensed-collector market

Each priced separately. Each monetized by a different operator.

[Malls.com @MallsCom]

The Devil Wears Prada 2.
Six malls. One film. Six different revenue mechanics.

Hudson Yards: 3 weeks of red pump.
Pacific Place: $300 in-mall spend = entry.
La Rinascente: full floor takeover.
Trendpot Seoul: showroom inside Olive Young.
AMC + Regal: golden ticket kiosks.

Same studio. Six invoices.

→ https://t.co/OH8ggRzdMw

[Malls.com @MallsCom]

Half of all American ultra-luxury mall retail fits inside 38 malls.
Cartier: 28 US mall stores. 100% in Class A or higher. Hermès: 25 stores, 24 in A+ or A++. Chanel: 32, 30 in the same band. Goyard: 3 stores total. All three in A++.
Three different markets. One word.

[Malls.com @MallsCom]

There are 1,173 shopping malls in America.
1,051 of them hold zero apex luxury brands.
South Coast Plaza, by itself, holds more luxury brands than those 1,051 malls combined.
→ https://t.co/N1zBTVTl6L

[Malls.com @MallsCom]

@ICSC The interesting use case isn’t the twin itself, it’s what landlords do with the simulation layer. Leasing scenarios and tenant mix modelling is where the ROI shows up.

[Malls.com @MallsCom]

@smsupermalls @smcitybaguio That mountain air + mall day combo is unmatched. SM City Baguio really has the best setting in the portfolio.

[Malls.com @MallsCom]

Rivian's first US showroom of 2026: King of Prussia Mall.
Directly adjacent to Porsche and Tesla.
70% of Rivian order holders are first-time EV buyers.
The showroom does not close the sale. It explains the brand.
The transaction completes online.

[Malls.com @MallsCom]

The old mall anchor was a department store.
The new one has a charging port.
Rivian signed a lease next to Porsche. Polestar grew retail 50% in twelve months. Lucid sits next to Hermès.
The rent math looks more like Hermès than Honda.
→ https://t.co/PTlBpzrMNV

[Malls.com @MallsCom]

Mall. High street. Standalone.
Three formats. Different economics. Different risks.

In 2026, format is not about location. It is about control.

We mapped the five variables that determine where brands open stores.
→ https://t.co/CDc0w1AvyO

[Malls.com @MallsCom]

Levi's just crossed 50% DTC. Allbirds just sold for $39M (was $4B). Eddie Bauer: 175 stores closing.
Three brands. Three outcomes. One variable.

In France: Sarenza opened its first store. In India: 78% of international brands chose malls.

This is not a DTC story. It is a control story:
https://t.co/MfE4gj2R2F

[Malls.com @MallsCom]

The brands replacing Macy's in American malls are not American.
Primark (Dublin) → 500m queues in Dubai, Manhattan next
Pop Mart (Beijing) → 20+ Simon malls
Gentle Monster (Seoul) → LVMH invested
Mixue (Zhengzhou) → 45,000 stores, more than Starbucks Uniqlo (Tokyo) → 11 new US stores

https://t.co/VIWuHLOWIQ

[Malls.com @MallsCom]

Class A malls: 95% occupancy. Revenue growing 5% a year.
Class C malls: 72% occupancy. 11% loan delinquency.
CMBS for top malls doubled to $8 billion.
40 malls close permanently every year.

The gap is 23 percentage points of occupancy and roughly $800 per square foot of sales.
It is not closing.

[Malls.com @MallsCom]

900 malls remain in the US.
Top 100 = half the sector's value. Bottom 350 = 10%.
One Roosevelt Field does $1,250/sqft. 40 malls close every year at the other end.
Same name. Two completely different industries.
Full data → https://t.co/2WL7LcBLYq

[Malls.com @MallsCom]

Macy's closed 150 stores. Stock popped 8%.
Five Below: +15.4% comp on 1,921 stores. Lululemon: beat Q4, guided down.
Same consumer. Three verdicts.
It's not about expansion or contraction. It's about clarity of model.

https://t.co/a7QWdU5N9R

[Malls.com @MallsCom]

Retail expansion used to mean opening more stores. Not anymore.
Dick's bought Foot Locker → 3,200 stores, one company Zara cut stores by 6% → sales grew 22% IKEA opened a store 1/5 its normal size

Three strategies. Same logic: coverage, not stores.
→ https://t.co/Bevq0iOAu9

[Malls.com @MallsCom]

DTC brands going physical. 12 digitally native brands crossed into permanent retail in 2025. Bombas, OOFOS, Monos, VIVAIA, Knix.

Malls Money signals:
https://t.co/T9HONWWzal