Reasons to Read

Explore how America’s mall landscape is diverging, with top-tier malls accelerating growth while lower-tier centers struggle to retain tenants and traffic. Read this report to discover answers to these and other questions:

• How are top-tier malls performing in comparison to non-top-tier malls in store growth and tenant expansion?
• Which retail sectors, including apparel, luxury and department stores, are driving the biggest shifts in mall composition?
• Which states and regions are emerging as the biggest winners and losers in mall retail growth?
• Why are store counts rising even as mall traffic efficiency declines across much of the US?

Companies mentioned in this report include: Ross Park Mall, University Park Mall, Westfarms, Victoria Gardens, The Domain, Oakbrook Center, Mall of Louisiana, Fashion Mall at Keystone, Arundel Mills and Willowbrook.

Data in this report include: US mall store growth and decline by tier; sector-level store composition changes; geographic distribution of store expansion and contraction; visits-per-population trends; traffic efficiency by mall; SIP coverage by retail sector and geography.

Other relevant research:

• The American Mall Renaissance: A Bifurcated Sector with Top-Tier Assets Leading the Way
• Impact of Saks Store Closures on Competitors: Strategic Opportunities and Proximity Analysis
• Drugstore Decimation: Assessing Rite Aid’s Closures, and Which Competitors Stand To Gain