Retail news: mall and brand expansion

Gross margins and selected profit metrics for Coach, Pop Mart, lululemon, Miniso, Five Below, TJX and Costco, plus where each books its occupancy costs.

NikeSKIMS, Birkenstock and Starbucks Reserve chose HKRI Taikoo Hui for major China debuts. Why the Shanghai complex keeps winning new concepts.

Bluewater opens its first new anchor since 1999. Next takes the former House of Fraser space with about 132,000 square feet.

Opening in IMAX 70mm on July 17, 2026: Christopher Nolan's The Odyssey. Select shows went on sale one year in advance.

European retail is scaling AI, agentic commerce and retail media, but consumer trust is becoming the constraint. Four structural shifts from Shoptalk Europe 2026.

Mall operators are no longer leasing space for pop-ups. They are selling audience access.

Physical stores still drive most retail sales, fulfill online orders, support AI shopping, and help brands return to market.

A practical guide to nine mall tenant formats in 2026, from flagships and pop-ups to anchor redevelopment and mixed-use retail.

1,051 of 1,173 US malls hold zero ultra-luxury brands. Half of all Cartier, Chanel, Hermès, and Louis Vuitton mall stores fit inside 38 properties.

Every physical expansion decision starts with the same question: where does the store go?

900 malls remain in the United States. The top 100 account for half the sector's value.

57 verified brand expansion signals. 25+ markets. Seven archetypes. One structural pattern.