Ep. 036 'The Mall Has Become a Community Hub' — R.J. Hottovy, Placer.ai
From Street Talk with Arthur Z · 00:20:26
Show by Corner of Fifth
R.J. Hottovy, Head of Analytical Research at Placer.ai, joins Arthur Zaczkiewicz to read the 2026 holiday season through foot traffic data: why malls are busier than the obituaries suggest, why the season is stretching, and which retailers are winning.From off-price to Five Below to Bass Pro Shops, the pattern is the same. Compete on value, compete on difference, or get stuck in the middle.Street Talk is the podcast from Corner of Fifth Studio for leaders in retail, fashion and beauty.00:00 -- Introduction00:21 -- Why are malls thriving again, and why is Gen Z leading the return?03:09 -- How are A, B and C malls diverging, and what keeps a mall fresh?04:39 -- What does holiday 2026 look like, and why is the season stretching?07:35 -- Why are consumers still shopping when inflation is biting?09:46 -- Is off-price still growing, and where will its inventory come from?13:23 -- Why do niche retailers like Five Below and Bass Pro Shops work?15:35 -- How does the halo effect work in an omnichannel world?17:11 -- Does the logo on the delivery truck still matter?18:26 -- What should retailers watch heading into 2027?
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