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Publications

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

Retail

+2

AI favors Walmart. 6 in 10 buy on Amazon.

Oct 8, 2026

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3 min read

AI favors Walmart. 6 in 10 buy on Amazon.

Two different winners. Google is calling stores. Westfield is sending shoppers to them.

Mati Malls.com
Mati Malls.com

Retail

+2

$1 makeup, nurse-led piercing and Chinese tea are coming to US malls.

Oct 1, 2026

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3 min read

$1 makeup, nurse-led piercing and Chinese tea are coming to US malls.

Miss A, Rowan and HEYTEA are on US mall opening lists. The names are confirmed; the dates live in different places.

Mati Malls.com
Mati Malls.com

Commercial Real Estate

+3

Nike is doubling an outlet store: outlets are a growth format.

Sep 24, 2026

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2 min read

Nike is doubling an outlet store: outlets are a growth format.

A doubled store in Scotland, a 2,509 sq ft lease in Pennsylvania, a second phase in Shanghai. Four days of outlet commitments.

Mati Malls.com
Mati Malls.com

Commercial Real Estate

+2

The mall is paying for your visit now.

Sep 17, 2026

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3 min read

The mall is paying for your visit now.

One campaign for 200+ malls. New Google spaces at Best Buy. A 105-room Hilton joins one of China's strongest luxury malls.

Mati Malls.com
Mati Malls.com

Commercial Real Estate

+2

America is building malls again. On the sites of the ones it tore down.

Sep 10, 2026

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3 min read

America is building malls again. On the sites of the ones it tore down.

Westfield Riyadh enters operation in Q4 at 94% pre-let. Monmouth Square rises on Monmouth Mall. Simon plans Sagefield on a site once slated for an outlet. Two supply cycles, one pipeline.

Mati Malls.com
Mati Malls.com

Retail

+3

IKEA is opening inside a rival retailer. For the third time in a year.

Sep 3, 2026

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3 min read

IKEA is opening inside a rival retailer. For the third time in a year.

IKEA is returning to Daegu inside Shinsegae after testing the market with a pop-up. Uniqlo is putting more weight behind urban flagships. Zara says lessons from Korea travel across the group.

Mati Malls.com
Mati Malls.com

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
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Malls.com Money

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

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