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Oliver Buchannon
Mati Malls.com

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

Mall

+3

Cristiano Ronaldo is opening his first US store next to the World Cup stadium.

Jun 11, 2026

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4 min read

Cristiano Ronaldo is opening his first US store next to the World Cup stadium.

CR7, Moncler, Rivian and CardVault are signed at American Dream. The World Cup final is at MetLife Stadium on July 19. The mall is about one kilometer away.

Mati Malls.com
Mati Malls.com

Mall

+2

Westfield sold the same space to six brands in six weeks.

Jun 2, 2026

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3 min read

Westfield sold the same space to six brands in six weeks.

Bandai Namco toured four malls at once. Alo opened permanent in Sydney and temporary in Cannes. Pop-ups are becoming audience inventory.

Mati Malls.com
Mati Malls.com

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

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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

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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
Mati Malls.com

Commercial Real Estate

+1

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
Mati Malls.com

Commercial Real Estate

+3

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
Mati Malls.com

Commercial Real Estate

+3

57 expansion signals. One pattern.

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
Mati Malls.com

Commercial Real Estate

+2

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
Mati Malls.com

Retail

+2

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
Mati Malls.com

Retail

+1

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
Mati Malls.com

Retail

+1

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
Mati Malls.com

Retail

+1

Retail splits in two: systems scale, culture concentrates

Feb 2, 2026

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6 min read

Retail splits in two: systems scale, culture concentrates

China buys heritage. Amazon abandons experiments. Physical retail chooses sides.

Mati Malls.com
Mati Malls.com

Mall

+2

Retail isn't expanding everywhere. It's concentrating where context holds

Jan 26, 2026

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4 min read

Retail isn't expanding everywhere. It's concentrating where context holds

Primark enters Asia. Westfield San Francisco steps back. Same market logic, different outcomes.

Mati Malls.com
Mati Malls.com

Retail

+2

AI shopping is becoming the front door, flagships keep raising the bar

Jan 19, 2026

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5 min read

AI shopping is becoming the front door, flagships keep raising the bar

Agentic commerce after NRF, a new Ginza flagship, and the store openings worth watching.

Mati Malls.com
Mati Malls.com

Retail

+2

Retail’s new physical playbook: three signals you can use this week

Jan 12, 2026

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4 min read

Retail’s new physical playbook: three signals you can use this week

Fast-growing brands, flagship economics, and why DTC is moving back to streets and malls.

Mati Malls.com
Mati Malls.com

Retail

+1

What we track. What we ignore. And why retail growth looks different now

Dec 23, 2025

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3 min read

What we track. What we ignore. And why retail growth looks different now

Retail is not slowing down.But it is no longer growing where most people are looking.

Mati Malls.com
Mati Malls.com

Retail

+2

Asia Is Not Catching Up. It’s Setting the Pace

Dec 21, 2025

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5 min read

Asia Is Not Catching Up. It’s Setting the Pace

For years, global retail narratives were written with a familiar hierarchy in mind. The West innovates. Asia scales. China imitates, then optimizes.That hierarchy no longer holds.

Mati Malls.com
Mati Malls.com

Outlet

+2

Retail is expanding again, but only in places that still make strategic sense

Dec 16, 2025

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4 min read

Retail is expanding again, but only in places that still make strategic sense

Over the past week, three very different signals emerged from Saudi Arabia, South Korea, and Nigeria.

Mati Malls.com
Mati Malls.com
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Retail growth, monetization, and the future of shopping ecosystems.

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