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.

Mati Malls.com

Publications

Retail

The Devil Wears Prada 2 just opened in six American malls. And Hong Kong, Milan, Seoul.

May 3, 2026

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4 min read

The Devil Wears Prada 2 just opened in six American malls. And Hong Kong, Milan, Seoul.

Plus Disney is back at the mall. Star Wars just opened in Paris.

Mati Malls.com

Commercial Real Estate

Half of all Cartier, Chanel, and Hermès stores in America fit inside 38 malls.

Apr 28, 2026

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3 min read

Half of all Cartier, Chanel, and Hermès stores in America fit inside 38 malls.

South Coast Plaza holds 23 of them. Bal Harbour holds 20. Miami Design District holds 23. Three properties anchor more luxury retail than 1,000 American malls combined.

Mati Malls.com

Commercial Real Estate

Rivian just signed a lease next to Porsche. That is not a coincidence.

Apr 21, 2026

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3 min read

Rivian just signed a lease next to Porsche. That is not a coincidence.

Polestar grew retail 50% in twelve months. Lucid sits inside Short Hills and Scottsdale. Tesla signed 10-year mall leases. A new anchor category is taking shape in Class A malls.

Mati Malls.com

Retail

Apr 14, 2026

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6 min read

Levi's just crossed 50% DTC. Allbirds just sold for 1.8% of its peak value.

Sarenza opened its first physical store. Superdry is opening 21. India needs 12 million sqft of new mall space. Same week. One pattern.

Mati Malls.com

Retail

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

Apr 7, 2026

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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

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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

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 Devil Wears Prada 2 just opened in six American malls. And Hong Kong, Milan, Seoul.

Half of all Cartier, Chanel, and Hermès stores in America fit inside 38 malls.

Rivian just signed a lease next to Porsche. That is not a coincidence.

Levi's just crossed 50% DTC. Allbirds just sold for 1.8% of its peak value.

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

100 malls are worth more than the other 800 combined.

Malls.com Money