malls

The owner of several retail brands and a licensing business could hit the public markets with a $10 billion IPO being explored for 2021. What Happened: Authentic Brands is the owner of Aeropostale, Brooks Brothers, Juicy Couture, Forever 21, Barneys New York, Airwalk, Frederick’s of...

While occupancy and renewal spreads could remain under pressure in the near term, Simon Property Group Inc (NYSE: SPG) appears poised to benefit from retailer investments, pent-up consumer demand, lower bad debt and external growth opportunities, according to Jefferies. The Simon Property...

Many real estate investment trusts offered 2021 funds from operations guidance this earnings season, and this will serve as a "key confidence booster" for the industry, according to BofA Securities. The REIT Analyst: Craig Schmidt commented on the broader REIT sector. The REIT...

Despite the COVID-19 pandemic forcing millions of people to change their buying habits, traditional brick-and-mortar stores and shopping malls "are here to stay," Placer.ai said in a yet-to-be-published white paper. People Want To Do More Than Shop: Mall tenants realized prior to the...

BofA analysts presented to investors a pair trade in the restaurant sector consisting of a bullish stance on Dunkin Brands Group Inc (NASDAQ: DNKN) and a bearish stance on Cheesecake Factory Inc (NASDAQ: CAKE). The Analyst: Gregory Francfort upgraded Dunkin Brands from Neutral to Buy with a...

Mall owner Taubman Centers, Inc. (NYSE: TCO) is taking legal action and says Simon Property Group Inc (NYSE: SPG) has no right to terminate the merger agreement between the companies.  What Happened: Simon agreed to acquire Taubman for $3.6 billion, or $52.50  per share, in...

Mall owner giant Simon Property Group Inc (NYSE: SPG) is suing retailer Gap Inc (NYSE: GPS) over unpaid rent and other expenses, The Wall Street Journal reported on Thursday. What Happened Simon is taking Gap to court as the retailer failed to pay its rent for April, May and June, according to...

Cheesecake Factory Inc (NASDAQ: CAKE) has no catalyst or recovery ahead given its overexposure to malls, according to Stephens. The Cheesecake Factory Analyst James Rutherford resumes coverage of Cheesecake Factory's stock with an Underweight rating and $14 price target. The Cheesecake Factory...

U.S. mall owner Taubman Centers, Inc. (NYSE: TCO) is warning tenants against skipping rent payments, CNBC reported Sunday. Taubman Says Rent 'Essential' The real estate investment trust wrote in a March 25 memo obtained by CNBC that the rental income it receives from tenants is "...

Mall retailer L Brands Inc (NYSE: LB) has multiple levers at its disposal to improve the business and add value to investors, according to Bank of America. The Analyst Lorraine Hutchinson upgraded L Brands from Neutral to Buy with a price target lifted from $21 to $25. The Thesis L Brands'...

The bearish case for Cheesecake Factory Inc (NASDAQ: CAKE) can be made despite the restaurant chain remaining a leader within the high-end segment of the casual dining sector, according to Barclays. The Analyst Barclays' Jeffrey Bernstein downgraded Cheesecake Factory from Equal-Weight to...

Physical retail is still relevant, although it looks much different than it has in the past, according to one leading sector analyst. The Analyst Forrester Research's Sucharita Kodali discussed the state of retail on CNBC's "Squawk Box." The Thesis Malls anchored by...

For most of 2017 investors were left wondering if L Brands Inc (NYSE: LB)'s woes were company-specific or industrywide. As 2018 approaches, one Wall Street analyst said the debate will be settled soon. The Analyst Morgan Stanley's Kimberly Greenberger maintains an Overweight rating on L...

For every $1 a consumer spends online, it's $1 less that a company like Amazon.com, Inc. (NASDAQ: AMZN) collects and one less dollar spent in malls. While the immediate impact to retailers and department stores is apparent, investors aren't necessarily appreciating the negative impact to...

Can off-price retailers win the battle against the mighty Amazon.com, Inc. (NASDAQ: AMZN)? Simply put, yes — at least according JPMorgan's Matthew Boss. While it isn't a secret that Amazon is looking to enter the clothing and apparel space, Amazon's strategy is more akin to that of a full-...