16 Jul 2026, 20:16 UTC204 views1 reactionsread 6 August 2026 Three tentpoles in 21 days: Moana (July 10), The Odyssey (July 17), Spider-Man: Brand New Day (July 31).
The Odyssey sold out select IMAX 70mm shows a year before the premiere. A few dozen screens worldwide can run the format; several sit inside Simon malls, including King of Prussia and Mall of Georgia. At Westfield Century City the studio wrapped the AMC Plaza facade as campaign media. And NEPI Rockcastle just gav…
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MALLS pinned «Westfield sold the same space to six brands in six weeks. Three signals on what the mall pop-up has become: 1. The atrium as rotating inventory. Westfield Century City hosted 20th Century Studios + Prada (DWP2), Apple TV+ (Emmy FYC), Disney (Star Wars),…»
2 Jun 2026, 14:07 UTC458 views1 reactionsread 6 August 2026 Westfield sold the same space to six brands in six weeks.
Three signals on what the mall pop-up has become:
1. The atrium as rotating inventory. Westfield Century City hosted 20th Century Studios + Prada (DWP2), Apple TV+ (Emmy FYC), Disney (Star Wars), Dr. Martens (Sandal Daze SS26) across six weeks. URW's commercial product: Westfield Rise. Same month: Volvo launched the EX60 at The Oculus, Westfield World Trade …
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26 May 2026, 09:53 UTC343 viewsread 6 August 2026 The next anchor is not a department store. It is frequency.
Three signals from the past two weeks:
1. T&T Supermarket is opening at Westgate Center in San Jose on June 18. Second US location after Bellevue. San Francisco City Center and Millbrae Friendship Plaza by December 2026. Format: bakery, hot food, beauty, pickup, next-day delivery inside one mall building. Wegmans opens 110,000 sqft at Charlotte Ballantyne …
12 May 2026, 10:12 UTC305 views4 reactionsread 6 August 2026 Five mall openings in seven days. None of them was the same product.
Three signals on what the word "opening" still means:
1. Format is the measurement. Primark Herald Square: 54,000 sqft flagship, multi-year traffic capture. Lulus Mall of America: limited-time pop-up, category-market fit test. Battersea Power Station: continuous tenant pipeline at a property with 40M visitors since 2022 opening. Same verb in the p…
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3 May 2026, 11:16 UTC304 viewsread 6 August 2026 The Devil Wears Prada 2 just opened in six American malls. And Hong Kong, Milan, Seoul.
Three signals on what the mall is selling now:
1. One launch. Six properties. Six different revenue mechanics. Hudson Yards (red pump on Public Square Apr 12-May 4), Westfield Century City (AMC Plaza catwalk Apr 27-May 3, Westfield Rise produced), Pacific Place ($300 in-mall spend = photobooth entry — cleanest mechanic), La Rina…
28 Apr 2026, 08:16 UTC245 viewsread 6 August 2026 Half of all Cartier, Chanel, and Hermès stores in America fit inside 38 malls.
Three signals showing where luxury retail actually exists:
1. A small number of properties hold most of the luxury portfolio. We mapped 29 apex luxury brands across all 1,173 US malls. Together: 752 mall locations. 54% in 38 A++ properties. 78% in 188 properties total. JLL Q4 2025 confirms: 80% of new 2025 luxury openings concentrated in…
21 Apr 2026, 07:54 UTC213 views1 reactionsread 6 August 2026 Rivian just signed a lease next to Porsche. That is not a coincidence.
Three signals showing where the leasing math is changing:
1. EV-native brands are signing Class A mall leases at scale. Rivian: 95 NA locations, first US 2026 opening at King of Prussia. Polestar: 154 → 230 locations in 12 months (+50%), 13,126 Q1 sales (+7% YoY). Lucid: PIF Saudi factory discussion extends retail into GCC.
2. The rent math loo…
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14 Apr 2026, 17:25 UTC242 views1 reactionsread 6 August 2026 Levi’s just crossed 50% DTC. Allbirds just sold for 1.8% of its peak value.
Three signals across three continents:
1. US: Levi’s Q1 — $1.74B, DTC 52%, wholesale 48%. For 173 years, Levi’s sold through department stores. That just ended. Allbirds: $4B → $39M. Eddie Bauer: 175 stores closing, 1.08M sqft of leases on the market.
2. Europe: Sarenza (France) opened first physical store on April 8, L’Atoll Angers. Second…
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7 Apr 2026, 10:17 UTC258 viewsread 6 August 2026 Walk the leasing pipeline of any top-performing mall in 2026. The most in-demand new tenants are not American.
Three signals:
Primark (Dublin) opened at Dubai Mall on March 26. 7,000 sqm, queues 200-500 metres, 600 staff. City Centre Mirdif on April 9. Mall of the Emirates in May. Bahrain and Qatar before year-end. Five GCC stores in one year through Alshaya Group. Simultaneously opening in Manhattan Herald Square (…
16 Mar 2026, 08:01 UTC448 viewsread 6 August 2026 Retail expansion used to mean opening more stores. Not anymore.
Three signals:
1. Dick's + Foot Locker - $2.5B deal, 3,200 stores across 20 countries. 55 underperforming locations already closed. What Dick's actually bought: urban sneaker distribution it never had. Athletic retail just became vertically integrated.
2. Zara / Inditex - cut store count by 6% over three years, sales grew 22%. 293 smaller stores absorbe…
MALLS pinned «Where are retail brands actually opening stores? We mapped it. 57 verified brand expansion signals in 2025. First data release from Malls.com. Three corridors absorbed most of the capital: 1. Value retail - Dollar General (800+), Dollar Tree (600+), Aldi…»
Showing the 12 most recent of 19 posts we hold for @malls. View and reaction counts are the latest single reading for each post, not a live figure, and a recent post is still accumulating both. A view count marked ≈ was rounded by Telegram before we ever saw it — t.me prints views in full below 1,000 and to three significant figures above, so ≈1,200,000 means somewhere between 1,150,000 and 1,249,999. Unmarked counts are exact. Text is reproduced from the public post preview and truncated for length.