2020 购物中心的未来：为生存而站 - A&M（英文版）.pdf

1、THE FUTURE OF MALLS: REINVENTION FOR SURVIVAL CONSUMER AND RETAIL GROUP 1 REIS Moodys Analytics 2 c-to-shopping-centers-reaching-pre-pandemic-levels/583955/ 3 4 Malls were once the center of the retail universe, a place to shop and gather with friends and familya true retail destination. Over the pa

2、st 20 years, malls have failed to evolve in the face of a changing retail landscape and shifting consumer preferences. Even pre-COVID, many malls were in a troubled state, with Vacancy rates reaching 9.7 percentthe highest in at least 20 years.1 Widespread store closures at mall stalwarts Victorias

3、Secret, J.Crew and Gap. Struggling anchor tenants often failing to draw traffi cJCPenney, Sears, Macys. These struggles have been intensifi ed by the COVID-19 pandemic, with malls across the U.S. completely shut down in the fi rst days of the crisis. Although malls have since reopened, foot traffi c

4、 continues to suffer declines of up to 25 percent.2 With foot traffi c down, many tenants are closing retail stores, exiting leases or, at the very least, renegotiating rents. In aggregate, 25,000 retailers will default in 2020, and 5560 percent of those are mall tenants.3 Given current conditions,

5、25 percent of malls are expected to shut down in the next fi ve years.4 Malls that wish to survive must strategically transform by providing relevant, safe community centers while embracing changing consumer trends and retail realities. The strategic transformation of malls should start with fi ve p

6、illars: digital innovation, customer-centric logistics, experiential centers, transformed business models and a diversifi ed tenant base. REINVENTION FOR SURVIVAL THE FUTURE OF MALLS: 2 1 1. Embrace Digital Innovations For years, malls have existed purely as property owners playing little to no role