8 minutes

The Shopping Center in 2020: Mitigating the Impact of Store Closures

Primary Analyst: Coresight Research
Contributors
Primary Analyst: Coresight Research
Other Contributors:
Marie Driscoll, CFA, Managing Director of Beauty and Luxury
Sam Li
Insight Report

What's Inside

In physical retail, a number of trends are impacting the evolution of shopping malls. In part due to the high number of store closures in 2019, we are seeing new opportunities for shopping centers in the US, covering multiple retail categories. In this report, we explore the future of malls through the following key topics:

  • The impact of the slowdown in apparel
  • Opportunities and threats presented by e-commerce
  • New tenants for malls
  • Shifting discretionary consumer spending toward experiences
  • The rise of entertainment
  • Categories that could find a future place in the mall
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