Malls Money

Weekly signals on how retail scales, adapts, and makes money - across markets and formats.

Covering the US, Europe, Asia, and the Middle East - across malls, platforms, and flagship retail.

Featured

Retail

AI shopping is becoming the front door, flagships keep raising the bar

Jan 19, 2026

•

5 min read

AI shopping is becoming the front door, flagships keep raising the bar

Agentic commerce after NRF, a new Ginza flagship, and the store openings worth watching.

Mati Malls.com

Retail

Skims, Primark, Ulta, Pacsun - all picked Dubai. Not London. Not Tokyo.

Feb 9, 2026

•

6 min read

Skims, Primark, Ulta, Pacsun - all picked Dubai. Not London. Not Tokyo.

Five US brands opened their first international stores in one city in 90 days. Here's what's behind it.

Mati Malls.com

Retail

Jan 12, 2026

•

4 min read

Retail’s new physical playbook: three signals you can use this week

Fast-growing brands, flagship economics, and why DTC is moving back to streets and malls.

Mati Malls.com

Publications

Retail

The brands replacing Macy's in American malls are not American.

Apr 7, 2026

•

7 min read

The brands replacing Macy's in American malls are not American.

Primark just opened in Dubai to 500-metre queues. Pop Mart signed 20+ Simon malls. Uniqlo is adding 11 US stores. The tenant mix has changed.

Mati Malls.com

Commercial Real Estate

100 malls are worth more than the other 800 combined.

Mar 31, 2026

•

6 min read

100 malls are worth more than the other 800 combined.

95% occupancy at the top. 72% at the bottom. $1,250/sqft vs 40 closures a year. Same word. Two completely different industries.

Mati Malls.com

Commercial Real Estate

Macy's closed 150 stores. The stock just popped 8%.

Mar 23, 2026

•

6 min read

Macy's closed 150 stores. The stock just popped 8%.

Five Below: +15.4% comp. Lululemon: guided down. Macy's: four consecutive beats. Same consumer. Three verdicts.

Mati Malls.com

Commercial Real Estate

Dick's just bought Foot Locker. 3,200 stores. One company.

Mar 16, 2026

•

6 min read

Dick's just bought Foot Locker. 3,200 stores. One company.

The biggest deal in sportswear retail is now reporting earnings. 55 stores closed. $17 billion in sales. And Nike's leverage just changed.

Mati Malls.com

Commercial Real Estate

Mar 10, 2026

•

6 min read

57 expansion signals. One pattern.

We tracked every committed store opening, market entry, and format change in 2025. Expansion didn't accelerate. It concentrated.

Mati Malls.com

Commercial Real Estate

Capital is flowing back into physical retail. But not into the formats you remember.

Mar 3, 2026

•

8 min read

Capital is flowing back into physical retail. But not into the formats you remember.

IKEA's 38,000 sq ft city-center store. Walmart Connect's $6.4B ad business. A $175B tariff refund. Same week. One pattern.

Mati Malls.com

Malls Money

Featured

AI shopping is becoming the front door, flagships keep raising the bar

Skims, Primark, Ulta, Pacsun - all picked Dubai. Not London. Not Tokyo.

Retail’s new physical playbook: three signals you can use this week

Publications

The brands replacing Macy's in American malls are not American.

100 malls are worth more than the other 800 combined.

Macy's closed 150 stores. The stock just popped 8%.

Dick's just bought Foot Locker. 3,200 stores. One company.

57 expansion signals. One pattern.

Capital is flowing back into physical retail. But not into the formats you remember.

Malls.com Money