Retail

Commercial Real Estate

Pop Mart sells $15 toys. Its margin is closer to Coach than Costco.

Aug 27, 2026

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3 min read

Pop Mart sells $15 toys. Its margin is closer to Coach than Costco.

Pop Mart 70%. Coach 80%. lululemon 54%. Miniso 43%. Costco 11%. The price tag doesn't predict the economics, and the accounting tells part of the rent story.

Mati Malls.com

Retail

NikeSKIMS is coming to Shanghai. Alo Yoga sold $1.5M in one minute.

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.

Mati Malls.com

Commercial Real Estate

Primark is opening at Mall of America. Growth is moving into space that already works.

Aug 13, 2026

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3 min read

Primark is opening at Mall of America. Growth is moving into space that already works.

Primark sets September 3 at Mall of America. NEPI Rockcastle pays €252 million for a Bilbao destination, its first move beyond CEE. Simon turns $18 million of returned rent into $44 million. Growth is running through space that already exists.

Mati Malls.com

Commercial Real Estate

SKIMS took Ted Baker's flagship. Next tripled its Bluewater store.

Jul 30, 2026

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2 min read

SKIMS took Ted Baker's flagship. Next tripled its Bluewater store.

Next tripled its Bluewater store. SKIMS moved into Ted Baker's Regent Street flagship. Lefties is preparing three UK mall openings. Large-format space is moving to new operators.

Mati Malls.com

Retail

World Cup final: one ticket hit $6,200. Hundreds watched at the mall next door.

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.

Mati Malls.com

Retail

Moana, The Odyssey and Spider-Man open within 21 days. Malls collect the traffic.

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.

Mati Malls.com

Commercial Real Estate

Barnes & Noble is opening 60 stores. It is selling time, not just books.

Jul 9, 2026

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3 min read

Barnes & Noble is opening 60 stores. It is selling time, not just books.

The new Atlanta store has a café, books, games and magazines. Disney is running weekly drops in Brisbane. Retailers are building reasons to stay and reasons to return.

Mati Malls.com

Commercial Real Estate

Moncler is building its largest flagship on Fifth Avenue. Hermès is opening in a Chicago suburb.

Jul 2, 2026

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3 min read

Moncler is building its largest flagship on Fifth Avenue. Hermès is opening in a Chicago suburb.

North America led global luxury store openings in 2025. The 2026 pipeline shows brands going bigger in New York and reaching into new wealth markets at the same time.

Mati Malls.com

Commercial Real Estate

Retailers want more stores. The right boxes are already taken.

Jun 25, 2026

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3 min read

Retailers want more stores. The right boxes are already taken.

UK retail parks have less than one year of supply. Aldi opened below street level in Midtown Manhattan. T&T and Primark are taking former department-store space. Suitable space is becoming the constraint.

Mati Malls.com

Retail

OLIVE YOUNG opened two US stores in less than three weeks.

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.

Mati Malls.com

Commercial Real Estate

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

Retail

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

Commercial Real Estate

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

Retail

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

Retail

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

Commercial Real Estate

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

Commercial Real Estate

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

Commercial Real Estate

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

Commercial Real Estate

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

Retail

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

Retail

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

Retail

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

Retail

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

Retail

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

Retail

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

Retail

Pop Mart sells $15 toys. Its margin is closer to Coach than Costco.

NikeSKIMS is coming to Shanghai. Alo Yoga sold $1.5M in one minute.

Primark is opening at Mall of America. Growth is moving into space that already works.

SKIMS took Ted Baker's flagship. Next tripled its Bluewater store.

World Cup final: one ticket hit $6,200. Hundreds watched at the mall next door.

Moana, The Odyssey and Spider-Man open within 21 days. Malls collect the traffic.

Barnes & Noble is opening 60 stores. It is selling time, not just books.

Moncler is building its largest flagship on Fifth Avenue. Hermès is opening in a Chicago suburb.

Retailers want more stores. The right boxes are already taken.

OLIVE YOUNG opened two US stores in less than three weeks.

One in four online orders now runs through a physical store.

The Devil Wears Prada 2 just opened in six American malls. And Hong Kong, Milan, Seoul.

Half of all Cartier, Chanel, and Hermès stores in America fit inside 38 malls.

Levi's just crossed 50% DTC. Allbirds just sold for 1.8% of its peak value.

The brands replacing Macy's in American malls are not American.

100 malls are worth more than the other 800 combined.

Macy's closed 150 stores. The stock just popped 8%.

Dick's just bought Foot Locker. 3,200 stores. One company.

57 expansion signals. One pattern.

EuroShop 2026: the store is now a computer. And space is running out.

Wayfair just opened a store the size of a Walmart. On purpose.

Skims, Primark, Ulta, Pacsun - all picked Dubai. Not London. Not Tokyo.

Retail splits in two: systems scale, culture concentrates

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

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

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