Malls.com

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Malls.com

Malls.com

@MallsCom

Shopping malls, Brands & Stores · CRE Retail Spaces · Daily News & Analytics

Worldwide Katılım Temmuz 2014
1.3K Takip Edilen1.5K Takipçiler
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Malls.com
Malls.com@MallsCom·
We tracked 57 verified brand expansion signals in 2025. Expansion didn't accelerate. It concentrated. → 1,800+ new value stores from 4 chains → 12 DTC brands crossed into permanent retail → MENA emerged as primary first-entry destination → The middle emptied out Full analysis + free dataset ↓ malls.com/57-retail-expa…
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Malls.com
Malls.com@MallsCom·
Retail expansion used to mean opening more stores. Not anymore. Dick's bought Foot Locker → 3,200 stores, one company Zara cut stores by 6% → sales grew 22% IKEA opened a store 1/5 its normal size Three strategies. Same logic: coverage, not stores. → signals.malls.com/p/dick-s-just-…
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Malls.com
Malls.com@MallsCom·
DTC brands going physical. 12 digitally native brands crossed into permanent retail in 2025. Bombas, OOFOS, Monos, VIVAIA, Knix. Malls Money signals: signals.malls.com/p/57-expansion…
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Malls.com
Malls.com@MallsCom·
2-3% margin on goods. 40-60% margin on attention. Same square meter. Verve installs screens in supermarkets at its own cost. Datalogic put AI inside a scanner. JLL says retail supply is at 15-year lows. The store is becoming infrastructure. We mapped the economics. Full analysis → malls.com/store-as-infra…
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Malls.com
Malls.com@MallsCom·
Verve installs screens in EDEKA stores at its own cost. Monetizes the audience. 40-60% EBITDA margin. Datalogic put AI inside a scanner. No cloud, no camera, no server. JLL: "Retail supply near all-time lows in mature markets." Same week. Same show. Same shift. EuroShop 2026 field report ↓ signals.malls.com/p/euroshop-202…
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Malls.com
Malls.com@MallsCom·
Amazon Fresh's "Just Walk Out": EuroShop 2017 → mass rollout 2021 (4 years) Sephora AR mirrors: EuroShop 2014 → widespread 2018-19 (4 years) ESL deployments in EU/Asia: EuroShop 2020 → rollout 2024 (4 years) Pattern: @EuroShop floor → 2-4 years → mass market. In Düsseldorf Feb 22-26 to see 2027-29. 🧵
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Malls.com
Malls.com@MallsCom·
Wayfair is a $12B e-commerce company. It just opened a store the size of a Walmart. On purpose. Customers arrived by bus from neighboring states. Here's what's actually going on ↓ signals.malls.com/p/wayfair-just…
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Malls.com
Malls.com@MallsCom·
5 US brands. 90 days. Same city. Skims, Ulta Beauty, Primark, Pacsun, Gymshark - all picked Dubai for their first international stores. Not London. Not Tokyo. Three franchise operators. $1.36B mall expansion. And a market where 60% of the population is under 30. Full breakdown: malls.com/dubai-american…
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Malls.com
Malls.com@MallsCom·
Physical retail just split in two. Anta paid €1.5B for 29% of Puma. Amazon closed all 72 Go and Fresh stores. UAE plans 7 new malls for 2026. One path scales through systems. The other concentrates through culture. Both work. Neither tolerates mediocrity. signals.malls.com/p/retail-split…
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Malls.com
Malls.com@MallsCom·
Beijing went wild - for a mall. Screaming crowds. Celebrity arrivals. Three LVMH flagships within walking distance (LV, Dior, Tiffany). This is what luxury momentum in Asia looks like right now - even as LVMH stock dropped 8% this
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Malls.com
Malls.com@MallsCom·
Retail isn't expanding everywhere. It's concentrating where context still works. Primark moves into Asia. Westfield San Francisco steps back. Same market logic. Different outcomes. This week's Malls Money: why physical retail now follows fundamentals, not hype. Read → signals.malls.com/p/retail-isn-t…
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Malls.com
Malls.com@MallsCom·
AI shopping is quietly replacing search. Flagships are no longer about scale, but precision. This week’s Signals looks at where retail growth is actually coming from - and why 2026 will reward clean data, clean ops, and fewer but better stores. Read: signals.malls.com/p/ai-shopping-…
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Malls.com
Malls.com@MallsCom·
IKEA is scaling back mega-stores in China. This isn’t just a demand issue. It’s a structural shift. The IKEA model was built around: planned trips, DIY furniture, long product cycles. China is moving toward: instant delivery, full assembly, trend-speed retail. Platforms like Amazon, Wayfair, and Temu reset consumer habits. IKEA isn’t disappearing. But it’s no longer the default starting point for home shopping.
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Malls.com
Malls.com@MallsCom·
COS has reopened its flagship in Sanlitun, Beijing. No spectacle. No oversized signage. No launch noise. Just architecture, light, and a store designed to slow people down. In one of Beijing’s most competitive retail corridors, COS is betting on calm as a competitive advantage. #cos #Beijing #Retail
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Malls.com
Malls.com@MallsCom·
What defines flagship retail in 2026? It’s no longer just scale or branding. Across Asia, the Middle East, the US and Europe, the most important retail projects are being designed as part of cities — not isolated destinations. Our new Malls.com editorial looks at the most anticipated retail developments of 2026 and the shift behind them. Read the full article - malls.com/the-most-antic…
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Malls.com
Malls.com@MallsCom·
SHEIN isn’t beating H&M, UNIQLO or Gap at fast fashion. It’s beating them at learning speed. Offline, that turns stores into experiments, not stockrooms. Most malls are still optimized for the old model.
Mati Brooks@matibrk

SHEIN Will Be the World’s Largest Fast Fashion Retailer by 2026 SHEIN isn’t outcompeting H&M, UNIQLO or Gap on design or price. It’s outlearning them. For SHEIN, physical stores are learning labs. For legacy brands, they’re inventory endpoints.

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