The market share of shopping malls in the US

One Big Beautiful Bill Reading The market share of shopping malls in the US 3 minutes Next Amazon, the American e-commerce giant

The market share of shopping malls in the US is a complex figure to pin down precisely, as it depends heavily on how "shopping mall" is defined and what segment of retail sales is being measured. However, a clear trend of declining market share for traditional, enclosed shopping malls has been evident for many years.

Here's a breakdown of the situation:

  1. Defining "Shopping Malls":

    • Traditional Enclosed Malls: These are the large, indoor shopping centers typically anchored by department stores. Their market share has significantly eroded.

    • Open-Air Lifestyle Centers/Strip Malls/Power Centers: These formats, which are often more convenient with direct store access and ample parking, have generally fared better and account for a larger share of physical retail. When "shopping mall" is discussed in a broader sense, it might sometimes include these, which can skew the numbers.

  2. Overall Retail Landscape:

    • The total US retail market is immense, exceeding $7 trillion annually.

    • E-commerce has steadily grown its share, now representing over 15-20% of total retail sales (and growing, especially after the pandemic). This online growth directly competes with physical retail, including malls.

  3. Market Share of Traditional Enclosed Malls (Indicative Figures):

    • It's challenging to find a single, universally accepted recent percentage for "traditional shopping mall market share of all US retail sales." However, most industry analyses suggest it's now a relatively small percentage, likely in the low to mid-single digits (e.g., 3-7%) of overall retail sales. This is a dramatic drop from their peak in the 1990s and early 2000s when they were dominant retail destinations.

    • Their share is often discussed in terms of decreasing foot traffic, declining sales per square foot, and anchor store closures.

  4. Factors Contributing to Decline:

    • Rise of E-commerce: The convenience, vast selection, and competitive pricing of online shopping.

    • Shift to Other Physical Formats: Consumers often prefer the convenience of strip malls, power centers (with big-box stores), and lifestyle centers.

    • Changing Consumer Preferences: A move away from pure shopping to more experiential activities, which many traditional malls struggled to offer.

    • Demographic Shifts: Younger generations often prefer different shopping environments.

In summary: While exact, real-time market share percentages for traditional shopping malls are elusive and constantly shifting, it's clear that their share of the overall US retail market has significantly decreased. They now represent a much smaller piece of the pie compared to e-commerce and other physical retail formats like strip malls and power centers. Many malls are attempting to adapt by transforming into mixed-use destinations, incorporating dining, entertainment, residential, and office spaces to attract visitors.

 

This content was generated by a generative AI.

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