60-second Retail
60-second Retail
BDO USA
The Mall Paradox: High Demand, No New Builds
11 minutes Posted Jun 22, 2026 at 2:51 pm.
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Show notes
Malls are showing signs of renewed strength—rising occupancy, stronger sales per square foot, and leasing demand accelerating across both new and established retailers. On paper, it looks like a comeback story.
But the reality is more complex. Despite strong fundamentals, new mall development isn’t following. In this episode, we unpack what’s driving early lease commitments, why retailers are doubling down on existing spaces, and how the gap between top-performing and underperforming properties is continuing to widen.
Ready to rethink what growth really looks like in mall retail? Tune it today!