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

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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

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

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

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.

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Publications

Commercial Real Estate

America is building malls again. On the sites of the ones it tore down.

Sep 10, 2026

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3 min read

America is building malls again. On the sites of the ones it tore down.

Westfield Riyadh enters operation in Q4 at 94% pre-let. Monmouth Square rises on Monmouth Mall. Simon plans Sagefield on a site once slated for an outlet. Two supply cycles, one pipeline.

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Retail

Sep 3, 2026

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3 min read

IKEA is opening inside a rival retailer. For the third time in a year.

IKEA is returning to Daegu inside Shinsegae after testing the market with a pop-up. Uniqlo is putting more weight behind urban flagships. Zara says lessons from Korea travel across the group.

Mati Malls.com

Commercial Real Estate

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

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.

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Retail

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

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

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

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

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

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

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

America is building malls again. On the sites of the ones it tore down.

IKEA is opening inside a rival retailer. For the third time in a year.

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

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

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

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

Malls.com Money