Malls Money

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

Featured

Retail

+2

Jan 19, 2026

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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

+1

Feb 9, 2026

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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

+2

Jan 12, 2026

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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

Commercial Real Estate

+2

Aug 27, 2026

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3 min read

Pop Mart sells $15 toys. Its margin is closer to Coach than Costco.

Pop Mart 70%. Coach 80%. lululemon 54%. Miniso 43%. Costco 11%. The price tag doesn't predict the economics, and the accounting tells part of the rent story.

Mati Malls.com

Retail

+2

Aug 20, 2026

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3 min read

NikeSKIMS is coming to Shanghai. Alo Yoga sold $1.5M in one minute.

lululemon grew 30% in China. Vuori plans to grow from eight to 20 stores. Premium activewear challengers are clustering in the same prime retail locations.

Mati Malls.com

Commercial Real Estate

+3

Aug 13, 2026

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3 min read

Primark is opening at Mall of America. Growth is moving into space that already works.

Primark sets September 3 at Mall of America. NEPI Rockcastle pays €252 million for a Bilbao destination, its first move beyond CEE. Simon turns $18 million of returned rent into $44 million. Growth is running through space that already exists.

Mati Malls.com

Mall

+2

Aug 6, 2026

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3 min read

Sephora is giving K-beauty a dedicated zone in the US.

Olive Young has opened two Southern California stores and is partnering with Sephora. POP MART is coming to King of Prussia. Bluebell built a shared market-entry format for multiple brands. The platform is becoming the format.

Mati Malls.com

Commercial Real Estate

+3

Jul 30, 2026

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2 min read

SKIMS took Ted Baker's flagship. Next tripled its Bluewater store.

Next tripled its Bluewater store. SKIMS moved into Ted Baker's Regent Street flagship. Lefties is preparing three UK mall openings. Large-format space is moving to new operators.

Mati Malls.com

Retail

+1

Jul 23, 2026

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3 min read

World Cup final: one ticket hit $6,200. Hundreds watched at the mall next door.

A fan quoted $6,200 for the cheapest final seat. Hundreds watched at the mall next door. Adidas ran the tournament across 90 Simon centers. An events operator signed for 30 years. Events are moving from campaign space into the tenant mix.

Mati Malls.com

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