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Publications

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

Commercial Real Estate

+2

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.

Mati Malls.com
Mati Malls.com

Retail

+2

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
Mati Malls.com

Commercial Real Estate

+3

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
Mati Malls.com

Mall

+2

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
Mati Malls.com

Commercial Real Estate

+3

SKIMS took Ted Baker's flagship. Next tripled its Bluewater store.

Jul 30, 2026

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2 min read

SKIMS took Ted Baker's flagship. Next tripled its Bluewater store.

Next tripled its Bluewater store. SKIMS moved into Ted Baker's Regent Street flagship. Lefties is preparing three UK mall openings. Large-format space is moving to new operators.

Mati Malls.com
Mati Malls.com

Retail

+1

World Cup final: one ticket hit $6,200. Hundreds watched at the mall next door.

Jul 23, 2026

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3 min read

World Cup final: one ticket hit $6,200. Hundreds watched at the mall next door.

A fan quoted $6,200 for the cheapest final seat. Hundreds watched at the mall next door. Adidas ran the tournament across 90 Simon centers. An events operator signed for 30 years. Events are moving from campaign space into the tenant mix.

Mati Malls.com
Mati Malls.com

Retail

+1

Moana, The Odyssey and Spider-Man open within 21 days. Malls collect the traffic.

Jul 16, 2026

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3 min read

Moana, The Odyssey and Spider-Man open within 21 days. Malls collect the traffic.

One film sold out select IMAX 70mm shows a year early. Three release dates create three scheduled traffic events. A 300 million euro project puts cinema in the anchor line-up. The screen is the scarce asset.

Mati Malls.com
Mati Malls.com

Commercial Real Estate

+1

Barnes & Noble is opening 60 stores. It is selling time, not just books.

Jul 9, 2026

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3 min read

Barnes & Noble is opening 60 stores. It is selling time, not just books.

The new Atlanta store has a café, books, games and magazines. Disney is running weekly drops in Brisbane. Retailers are building reasons to stay and reasons to return.

Mati Malls.com
Mati Malls.com

Commercial Real Estate

+2

Moncler is building its largest flagship on Fifth Avenue. Hermès is opening in a Chicago suburb.

Jul 2, 2026

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3 min read

Moncler is building its largest flagship on Fifth Avenue. Hermès is opening in a Chicago suburb.

North America led global luxury store openings in 2025. The 2026 pipeline shows brands going bigger in New York and reaching into new wealth markets at the same time.

Mati Malls.com
Mati Malls.com

Commercial Real Estate

+1

Retailers want more stores. The right boxes are already taken.

Jun 25, 2026

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3 min read

Retailers want more stores. The right boxes are already taken.

UK retail parks have less than one year of supply. Aldi opened below street level in Midtown Manhattan. T&T and Primark are taking former department-store space. Suitable space is becoming the constraint.

Mati Malls.com
Mati Malls.com
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Malls.com Money

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

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