Commercial Real Estate
+3
Mar 10, 2026
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6 min read
We tracked every committed store opening, market entry, and format change in 2025. Expansion didn't accelerate. It concentrated.
+2
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.
Retail
Feb 25, 2026
7 min read
$0.5B in-store media. AI inside the scanner. Retail supply at all-time lows. Three layers of the same shift.
