[…] I was done with my recent assessment of Authentic Brands Group licensing model as well as their SPARC deal with Simon Properties. I have already commented on the idiocy of placing dying ABG brands into dying malls (Simon Properties) to […]
[…] winters. But Edina could very likely be the launch point for the next generation of shopping centers. Southdale Center, a Simon Properties center in Edina which opened in 1956 and bills itself as the \”oldest, fully enclosed, climate-controlled shopping mall […]
[…] keep moving or die, Lazenby believes his mall must innovate to avoid the same fate. Pragmatic Bailouts While operators like Simon and Brookfield have stepped in to save struggling retailers, like JC Penney, Brooks Brothers, Forever 21 and Eddie Bauer, […]
[…] narrow its assortments; and facilitate omnichannel shopping — ordering online and picking up in a more human-scaled, accessible store. David Simon, CEO of the Simon Property Group, the largest mall owner in the US (most of which serve upscale customers), […]
[…] appealing to shoppers or retailers, but because they are efficient for developers to build, operate and lease. Shopping center behemoth, Simon Property’s hostile bid for Macerich, is also driven by a desire to realize operating efficiencies, but moreover, to increase […]
[…] proposition. Saving JC Penney As the NY Post recently reported, Hudson Bay Company (owner of Saks Fifth Avenue), mall operators Simon and Brookfield Properties (teamed up together) and Sycamore Properties submitted bids to win an auction to buy JCPenney out […]
[…] Bauer, Aeropostale, and others. ABG’s model is a licensing business, and my opinion of their fate is not optimistic. https://therobinreport.com/?s= simon+properties+JC+Penney. Is VS an Echo or a Repeat? In 2018, as Victoria’s Secret was unraveling from the same positioning drift […]
[…] the more iconic brands, such as those mentioned, will get rescued in bankruptcy by P/E firms and those malls (primarily Simon Properties, who have a major interest in keeping anchor tenants alive, lest they lose income from smaller brands, whose […]
