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

Mall

+2

The next anchor is not a department store. It is a frequency

May 26, 2026

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3 min read

The next anchor is not a department store. It is a frequency

T&T is entering California through a San Jose mall. Alshaya signed 20 brands at a Kuwait mall in a single agreement. Oakridge opens May 28 with 6,000 residents above the retail floor.

Mati Malls.com
Mati Malls.com

Commercial Real Estate

+3

One in four online orders now runs through a physical store.

May 20, 2026

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4 min read

One in four online orders now runs through a physical store.

Bed Bath & Beyond just reopened in Fort Worth without owning a store. Ariat is opening its largest store ever in a Minnesota mall. Macerich paid for a pipeline.

Mati Malls.com
Mati Malls.com
Primark opened a flagship. Lulus opened a pop-up. The math is not the same.

May 12, 2026

•

3 min read

Primark opened a flagship. Lulus opened a pop-up. The math is not the same.

Plus Battersea, Primaris, Oakridge, and Macerich. One word. Five different products.

Mati Malls.com
Mati Malls.com

Retail

+2

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
Mati Malls.com

Commercial Real Estate

+2

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
Mati Malls.com

Commercial Real Estate

+2

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
Mati Malls.com

Retail

+3

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

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
Mati Malls.com

Retail

+3

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
Mati Malls.com

Commercial Real Estate

+2

100 malls are worth more than the other 800 combined.

Mar 31, 2026

•

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
Mati Malls.com

Commercial Real Estate

+1

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

Mar 23, 2026

•

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
Mati Malls.com
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Malls.com Money

Retail growth, monetization, and the future of shopping ecosystems.

© 2026 Malls Money.
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