Brand Expansion
Retail
+3
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.
Retail
+3
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.
Retail
+1
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.
Retail
+1
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.
Mall
+2
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.
