Deep Dive 13 minutes PremiumAmerica’s Changing Shopping Centers: Part 1—Where the Mall Stands Now Coresight Research March 18, 2020 What's InsideThe first report in our series America’s Changing Shopping Centers explores the changing US mall landscape through a host of data points. The coronavirus outbreak will hit physical retail in the short to medium term; this report focuses on longer-term trends driving shifts in the US mall landscape. Among the themes we look at are: How the rationalization of mall space has lagged store closures—which, in turn, lagged channel shifts. The impact of changing consumer behavior, including spending patterns and channel shifts in key nonfood categories such as apparel. When store closures peaked for the important mall sectors of department stores and apparel specialty retailers—and the impact these closures had on mall occupancy rates. Occupancy rates for US malls overall and for leading REITs such as Brookfield, Macerich, Simon, Taubman and Unibail-Rodamco-Westfield. How major REITs compare on sales per square foot—including Brookfield, CBL, Macerich, PREIT, Simon, Tanger Factory Outlet Centers, Taubman and Washington Prime Group. This report is for paying subscribers only. Already a paying subscriber? Please log in to see the entire report.If you wish to learn more about our subscription plans and become a paying subscriber, click here. This document was generated for Other research you may be interested in: Insights Video: US Retail and Consumer OutlookEarnings Insights 4Q23, Week 6: BJ’s, JD.com, Ross and Others Record Strong Performances; Big Lots and Kroger Witness DeclinesUS CPG Sales Tracker: Food Drives Online CPG Growth to Mid-Teens PercentageNew Questions Reveal Consumers’ Economic Pessimism: US Consumer Survey Insights 2023, Week 41