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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’…
What happens when retailers can no longer plan around a stable set of rules? Retailers have spent years adapting to disruption, but many are discovering that uncertainty itself has become a permanent operating condition. From sourcing and inventory to pricing and planning, leaders are being forced…
Could Tariff Refunds Create New Customer Expectations? For years, retailers have navigated rising costs, pricing pressure, and supply chain disruption tied to tariffs. But a new question is beginning to emerge: what happens if some of those tariff-related expenses are ultimately recovered? The an…
Is lowest cost still the smartest sourcing strategy? For years, cost has been the primary driver behind sourcing decisions—but in today’s environment, that approach is being put to the test. Ongoing disruption, supplier risk, and market volatility are forcing retailers to rethink how tradeoffs are…
What happens when a forecast misses the mark? More than you might think. In today's retail environment, forecasting errors don't stay confined to inventory plans. A single miscalculation can trigger a chain reaction across labor, transportation, markdowns, and cash flow, turning small inaccuracies…
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