Cov tswv lag luam loj tshaj plaws hauv Tebchaws Meskas tau hais tias cov khw muag khoom tseem tab tom ua ntej nrog cov phiaj xwm qhib lub khw tshiab txawm tias muaj kev ntshai kev lag luam loj zuj zus thiab kev nce nqi ntau xyoo uas ua rau cov neeg yuav khoom siv nyiaj txiag.
Simon Cov Pab Pawg, lub teb chaws tus tswv khw loj tshaj plaws, tau hais tias cov raj xa dej ntawm cov lag luam tau qhib rau ntawm nws cov khoom tseem muaj zog. Lub tuam txhab tau tshaj tawm tus nqi nyob ntawm nws cov khw hauv Asmeskas thiab cov chaw muag khoom ntawm 93.9% txij li lub Rau Hli 30, nce ntawm 91.8% xyoo dhau los.
"Txawm hais tias muaj dab tsi tshwm sim hauv ntiaj teb, peb yeej tsis tau pom leej twg rov qab los ntawm kev sib cog lus," Simon Property Tus Thawj Coj David Simon tau hais hauv lub rooj sib tham txog nyiaj tau los rau hnub Monday.
"Peb tab tom pom qhov rov qab loj dua hauv Vegas, Florida yog hluav taws ... California tab tom nrhiav nws ob txhais ceg," nws hais ntxiv.
Kev qhib qhov qhib yog qhov sib xyaw ua ke, suav nrog cov khw muag khoom thawb mus rau qhov chaw txwv thiab cov npe nrov online nrhiav kom nthuav dav los ntawm kev qhib qhov chaw cib-thiab-mortar. Qee cov khw muag khoom tab tom nrhiav vaj tsev nyob hauv kev lag luam sab nraum lub nroog loj vim lawv ua raws cov neeg uas tau tawm mus nrhiav qhov chaw loj dua thaum lub sijhawm tus kab mob Covid. Thiab cov tuam txhab suav nrog Macy tus uas kaw cov khw muag khoom nyob rau hauv xyoo tas los no tam sim no sim ntau hom, feem ntau nrog cov hneev taw me me.
Txog tam sim no xyoo no, cov khw muag khoom hauv Asmeskas tau tshaj tawm 4,432 lub khw qhib, piv nrog 1,954 kaw, raws li cov ntaub ntawv los ntawm Coresight Research, uas ua rau muaj 2,478 qhib.
Ua ntej muaj kev sib kis, kev lag luam tau pom kev kaw ntau txhiab lub khw muag khoom txhua xyoo raws li cov neeg siv khoom tau nce lawv cov kev siv nyiaj hauv online. Hauv 2019, Coresight taug qab 9,832 kaw, piv nrog 4,689 qhib. Xyoo tas los, kev lag luam khw muag khoom tau nthuav tawm qhov sib ntxiv ntawm 68 lub khw.
Naveen Jaggi, tus thawj tswj hwm ntawm pab pawg kws pab tswv yim muag khoom ntawm JLL, tau hais tias "Cov khw muag khoom yuav tsis thim rov qab rau kev loj hlob ntawm lub khw muag khoom," said Naveen Jaggi, tus thawj coj ntawm pab pawg neeg pab tswv yim muag khoom ntawm JLL, lub tuam txhab kev lag luam. "Lawv yuav loj hlob ntxiv vim qhov ntawd yog ib txoj hauv kev uas lawv tuaj yeem xa xov mus rau kev lag luam tias, 'Peb muaj kev noj qab haus huv thiab nyab xeeb."
Qhov kev cia siab zoo los ntawm cov tswv tsev muag khoom los ntawm cov ntawv ceeb toom los ntawm thoob plaws kev lag luam. Hauv lub asthiv tsis ntev los no, cov khw muag khoom suav nrog Walmart, Target, Qhov zoo tshaj plaws Muas, Kaw thiab Adidas tau txiav lawv cov kev muag khoom lossis cov txiaj ntsig kev pom zoo raws li cov neeg siv khoom tau nyem los ntawm cov nqi roj ntau dua thiab cov khoom noj khoom haus tau txais kev siv nyiaj rau lwm yam khoom. Tib lub sijhawm, txawm li cas los xij, cov khw muag khoom kim heev suav nrog Birkin lub hnab tsim Hermes thiab Louis Vuitton niam txiv LVMH hais tias cov txiaj ntsig tau muaj zog thiab kev muag khoom tau loj hlob raws li cov neeg tau txais txiaj ntsig tau txais txiaj ntsig txuas ntxiv mus rau cov khoom lag luam pricey thiab accessories.
Ntawm nws cov khw, Simon Property kuj tau hais tias nws tau pom tias muaj kev sib cais ntawm tus cwj pwm. Cov neeg siv khoom lag luam uas muag ntawm cov khw muag khoom muaj txiaj ntsig zoo dua yuav thim rov qab, Simon tau hais tias, ib yam li cov neeg yuav khoom yau uas tsis tau txais nyiaj ntau. Ntawm cov uas pom muag muag muag yog lub tuam txhab cov tub ntxhais hluas thiab cov khw muag khoom ceev ceev Aeropostale thiab Forever 21, nrog rau nws JC Penney department khw muag khoom, nws hais.
Tab sis nws hais tias kev lag luam zoo li txiv neej lub khw muag khoom muag Brooks Brothers, uas Simon Property tseem muaj, txuas ntxiv mus muag.
Simon hais tias "Cov neeg tau txais txiaj ntsig ntau dua tseem siv nyiaj," Simon hais.
Macerich, uas ua haujlwm hauv khw suav nrog Tysons Corner Center hauv Virginia thiab Scottsdale Fashion Square hauv Arizona, tau sau tseg tias muaj kev ntxhov siab hauv kev lag luam muag khoom tau qeeb zuj zus tom qab muaj kev sib kis loj heev ntawm kev kaw hauv 2020.
"Qhov tseeb, muaj kev tsis txaus ntseeg ntawm kev lag luam vim kev nce nqi, nce cov paj laum thiab kev ua tsov rog hauv Ukraine," Macerich CEO Thomas O'Hern tau hais hauv lub rooj sib tham hu xov tooj dhau los rau hnub Thursday. "Txawm li cas los xij, peb tseem cia siab tias yuav nce ntxiv hauv kev nyob, cov nyiaj tau los ntawm kev ua haujlwm thiab cov nyiaj ntsuab ntws los ntawm kev ua haujlwm dhau los ntawm qhov seem ntawm lub xyoo no thiab mus rau xyoo tom ntej."
Macerich tau hais tias nws qhov kev xauj tsev nyob rau lub quarter thib ob qhia txog cov neeg muag khoom xav tau ntawm theem tsis tau pom txij li xyoo 2015. Lub tuam txhab kuj tau hais tias nws tsis ntev los no tau xaiv ib ncig 30 ntawm nws cov neeg xauj tsev loj tshaj plaws hauv tebchaws thiab pom tias kwv yees li 90% tsis tau hloov pauv lawv cov phiaj xwm qhib qhov chaw tshiab xyoo no. thiab tom ntej no.
Tsis tas li ntawd txhawb kev qhib lub khw muag khoom yog cov khw muag khoom uas tau pib hauv online thiab tam sim no tab tom nrhiav kom nthuav dav nrog lub cev qhov chaw, hais tias Douglas Healey, tus lwm thawj coj ntawm kev xauj tsev ntawm Macerich. Cov no suav nrog cov khaub ncaws kis las Fabletics, Alo Yoga thiab Vuori, khau tsim Allbirds thiab rooj tog saw sab hauv txhais, nws hais.
Macerich tau hais tias nws tau kos npe 274 daim ntawv xauj tsev hauv peb lub hlis twg xaus rau lub Rau Hli, nce 27% los ntawm ib xyoo dhau los thiab nce 42% los ntawm qib ua ntej-Covid 2019.
Conor Flynn, CEO ntawm tus tswv khw khw Kimco, hais tias nws muaj "kev cia siab zoo" txog lub xeev ntawm kev lag luam, muab kev ntxhov siab rau cov neeg siv khoom. Qee cov khw muag khoom tau siv sijhawm zoo los rub cov khw muag khoom uas tsis muaj chaw nyob uas lawv xav tau nyob rau xyoo tom ntej, nws tau hais hauv lub rooj sib tham hu xov tooj rau hnub Thursday.
Kev tsim kho ntawm qhov chaw muag khoom tshiab kuj tau tsoo lub nres rau feem ntau thaum muaj kev sib kis, raws li David Jamieson, Kimco tus thawj coj ua haujlwm. Nws hais tias tau ua rau muaj kev kub ntxhov ntau rau cov lag luam los sib tw rau qhov chaw zoo tshaj plaws.
Kev muaj chaw muag khoom ntawm txhua yam ntawm cov khoom suav nrog cov khw hauv Asmeskas tau poob qis 10 xyoo hauv lub quarter thib ob, raws li CBRE, cov kev pabcuam vaj tsev thiab kev lag luam peev.
Cov phiaj xwm rau kev qhib tshiab tuaj txawm tias mus ntsib cov khw muag khoom thiab cov khw muag khoom zoo li yuav qeeb lub caij ntuj sov no thaum muaj kev kub ntxhov, txawm tias cov kws tshuaj ntsuam thiab cov thawj coj hais tias cov neeg tuaj saib muaj feem yuav yuav ib yam dab tsi.
Simon tau hais tias nws tau tshaj tawm cov ntaub ntawv muag ntawm $ 746 ib square feet ntawm nws cov khw thiab cov khw muag khoom ua ke, hauv lub quarter thib ob.
Kev mus ntsib cov khw muag khoom hauv Tebchaws Meskas nyob rau lub Rau Hli tau nce 1.5% piv nrog rau xyoo dhau los, uas yog qhov nce qis tshaj plaws rau xyoo no, raws li Placer.ai, lub khw muag khoom tshuaj ntsuam xyuas. Kev mus ntsib rau cov chaw tawm hluav taws xob poob 6.7%. Qhov kev ncua deb uas nws yuav siv ntau tus neeg siv los tsav tsheb mus rau qhov chaw hluav taws xob tau ua rau muaj kev poob qis hauv kev mus ntsib vim tias cov nqi roj tseem nce siab, Placer.ai tau hais.
Tau qhov twg los: https://www.cnbc.com/2022/08/02/mall-owners-retailers-still-opening-stores-despite-recession-fears.html