Guest Contributors

Retail in 2025 is being redefined by omnichannel convergence, creative merchandising, and tech-driven convenience. Walmart’s 4.5% sales growth underscores its edge over Amazon, while warehouse clubs modernize and grocers uncover new merchandising plays. The winners? Those adapting fastest to a constantly shifting retail landscape.

The first half of 2025 shows a bifurcated retail market. While foot traffic is up for experiences and value brands, it lags for discretionary items. This is driving leasing momentum in prime locations, even as overall retail sales are propped up by high-income households.

Q2 2025 is done and dusted - and analyst Chris Walton takes a look at the retail performance of chains including Starbucks and Target to see how his Q1 2025 predictions held up - and what might lie ahead for the next quarter of the year.

Class B malls offer significant potential for investors and retailers to unlock value while meeting the needs of local communities. We took a look at how some of these malls - typically located in suburban or secondary markets - are being redeveloped to better serve today's consumer.

Find out all the thoughts Chris Walton has had about retail throughout Q1 2025. Which brands are thriving, which are poised for a turnaround, and who may be on the decline?