Retail
Retail
+2
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.
Retail
+2
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.
Retail
+3
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.
Retail
+2
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.
Retail
+1
Jul 23, 2026
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3 min read
World Cup final: one ticket hit $6,200. Hundreds watched at the mall next door.
A fan quoted $6,200 for the cheapest final seat. Hundreds watched at the mall next door. Adidas ran the tournament across 90 Simon centers. An events operator signed for 30 years. Events are moving from campaign space into the tenant mix.
Retail
+1
Jul 16, 2026
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3 min read
Moana, The Odyssey and Spider-Man open within 21 days. Malls collect the traffic.
One film sold out select IMAX 70mm shows a year early. Three release dates create three scheduled traffic events. A 300 million euro project puts cinema in the anchor line-up. The screen is the scarce asset.
Retail
+2
Jun 18, 2026
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3 min read
OLIVE YOUNG opened two US stores in less than three weeks.
OLIVE YOUNG proved US demand online. Zara tested the format before Huaihai Road. Article chose its strongest e-commerce markets. The store is arriving after the data.
Retail
+2
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.
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.
