February 15, 2019 Company Earnings Update Register for Free Access Taubman Centers (NYSE: TCO) 4Q18 Results: Beats Consensus Estimates, Lowers 2019 Guidance, Announces Sale of Half its Stake in Asia MallsTaubman Centers revenues down 2.7%, net operating revenue down 2.6%, EPS slides 84.9%. Company to sell 50% of its interests in three Asia shopping centers for $480 million.
February 12, 2019 Market Navigators/Market Outlook Premium Sector Overview: Retail REITs — An Industry in FluxFor US retail REITs, occupancy rates are improving, vacancies are decreasing and rent asking rates are increasing, but store traffic and other metrics remain negative. REITs are welcoming non-traditional occupants, particularly food. Just 20% of “A” malls generate 72% of all mall sales in the US.
January 28, 2019 Deep Dive Free Report 10 Retail Trends for 2019: Get Ready for Retail ReinventionGet ready for better stores and better retailing. We expect 2019 to be a year of reinvention — and not just for the retail sector as a whole, but for physical stores in particular. As we outline over the following pages, we anticipate that the year will be marked by spectacular retail, fast retail and smart retail.
January 15, 2019 Insight Report Premium US Holiday Comparable Sales Growth Results: A Mixed Picture So FarAs US retailers report comparable sales for the 2018 holiday season, we’re seeing a mixed bag of results. Some retailers such as Costco and Boot Barn did well, reporting strong comparable sales growth and beating consensus estimates. Retailers such as Target, Barnes & Noble and Buckle showed sequential comparable sales growth improvement, but not as strong. Comparable sales at Macy’s and L Brands weakened sequentially.
May 9, 2018 Insight Report Premium Retail Real Estate M&As: A Sign of Renewed Investor Confidence in US Retail?In this report, we examine recent consolidation among retail real estate companies.
September 6, 2017 Deep Dive Premium Deep Dive: The Mall Is Not Dead, Part 2— The Mall Is in Need of TransformationThis is the second report in our three-part The Mall Is Not Deadseries that looks at the US mall landscape with a focus on the challenges malls face and their need for transformation. In this report, we examine the department stores and specialty stores that constitute the bulk of mall tenants to determine what is working for them and what is not.
November 7, 2016 Deep Dive Premium Deep Dive: The Mall Is Not Dead: Part 1This is the first report in a three-part series analyzing the US mall landscape.
December 9, 2015 Flash Report Register for Free Access Westfield Corporation Divests Five US Shopping Centers for $1.1 BillionThe divested assets total more than 6 million square feet of retail space across four US states.
