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.
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.
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.
