Publications

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

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

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

Publications

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

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.

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