Commercial Real Estate
+2
Mar 31, 2026
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6 min read
95% occupancy at the top. 72% at the bottom. $1,250/sqft vs 40 closures a year. Same word. Two completely different industries.
+1
Mar 23, 2026
Five Below: +15.4% comp. Lululemon: guided down. Macy's: four consecutive beats. Same consumer. Three verdicts.
+3
Mar 16, 2026
The biggest deal in sportswear retail is now reporting earnings. 55 stores closed. $17 billion in sales. And Nike's leverage just changed.
Mar 10, 2026
We tracked every committed store opening, market entry, and format change in 2025. Expansion didn't accelerate. It concentrated.
Mar 3, 2026
8 min read
IKEA's 38,000 sq ft city-center store. Walmart Connect's $6.4B ad business. A $175B tariff refund. Same week. One pattern.
