Publications

Dive into a collection of past posts and rediscover timeless content.

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

Commercial Real Estate

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

Mar 23, 2026

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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

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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

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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

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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

Retail

EuroShop 2026: the store is now a computer. And space is running out.

Feb 25, 2026

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7 min read

EuroShop 2026: the store is now a computer. And space is running out.

$0.5B in-store media. AI inside the scanner. Retail supply at all-time lows. Three layers of the same shift.

Mati Malls.com

Retail

Wayfair just opened a store the size of a Walmart. On purpose.

Feb 16, 2026

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6 min read

Wayfair just opened a store the size of a Walmart. On purpose.

Lululemon lost 62% of its stock. Wayfair customers arrived by bus. Malls are turning into housing. Same pattern.

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

Publications

Dive into a collection of past posts and rediscover timeless content.

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.

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.

EuroShop 2026: the store is now a computer. And space is running out.

Wayfair just opened a store the size of a Walmart. On purpose.

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

Malls.com Money