Archive for September, 2009

Yet More Store Closings for Sears

Sears is closing more Kmart and Sears stores.

The two stores are among 22 Kmart and six Sears stores being closed nationwide this fall. The closings follow an $86 million second-quarter loss on revenue of $10.6 billion that Sears Holdings reported last month. In its earnings report, the company identified all 28 stores being closed as “underperforming.” None of the other 26 stores being closed is in Minnesota.

The new closings are in addition to the closing of 13 Kmart stores and 11 Sears stores nationwide earlier this year.

However, by my count Sears has closed even more than 52 stores. Last October, it had announced it was going to close 12 stores in 2009. Later, it announced plans to close eight more stores this year. Then in February it announced 24 more closings.

Overall, that puts the full number of Sears and Kmart closings for 2009 at up to 72 stores, unless there are some overlaps between this and its earlier announcements.

The original plan, laid out in January 2008, called for cutting 13 percent of AnnTaylor staff at headquarters and closing 117 stores.

Krill said on Thursday the company now plans to close an additional 30 stores, but aims to relocate those stores’ best workers to other stores. Any job losses resulting from store closures are not included in the 160, Krill said.

She reiterated the company’s plan to open 14 new stores this year.

In addition, last week both Samsonite and Pacific Sunwear announced closings last week. (Thanks to Jay Rickey for the alert on that.)

Numbers below have been updated.

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FDIC’s Sheila Barr on Commercial Real Estate

(Square Feet posted this earlier today.)

Nonperforming Loans; August Same-Store Sales; Largest Mall in Europe Readies for Opening (Holiday Weekend Roundup)

Another Commercial Real Estate Boom Might Be Years Away; But The Threat Of The Current Crisis Might Be Overblown (Thursday’s News & Notes)

One of the biggest media debates recently has been about the extent of the problems in the commercial real estate sector. Some financial experts have argued commercial real estate might be the next bubble to burst, resulting in a mass number of foreclosures on malls, shopping centers, office buildings and hotels. Others feel the threat of commercial foreclosures, though serious, might be overblown. Today, we’ve seen some new input on this debate.

  • Reuters ran a story predicting it will take an entire generation before we see another real estate boom like the one the industry experienced in 2006 and 2007.
  • At the same time, Net Lease Insider argues fears about commercial real estate are unfounded. The assets still have inherent value. It just falls short of the ridiculous projections inherent in the loans underwritten during the boom.
  • The New York Times also has some reassuring news. Retailers’ same-store sales might soon improve. But not because consumers will suddently start shopping more. The 2009 sales statistics will likely improve because we’ll be comparing them to one of the worst years on record.
  • In the meantime, The Boston Globe reports another chain has filed for bankruptcy protection.
  • And Laberscar discusses the problem of how to deal with empty department store space.
  • On a somewhat related note, the Big Fat Marketing Blog warns some stores might look like ghost towns this fall. But not because the retailers have moved out. Rather, because they’ve been so conservative with their merchandise orders for the rest of the year, there might not be enough products to fill the available space.
  • Retailers continue to open stores at the Gateway Center in the Bronx, however. We did a walk-through of the property and posted an interview with president of Related Retail, the project’s developer, last month.

Inland Prepares For Acquisitions; Ethnic Malls Prove Resistant To Downturn (Wednesday’s News & Notes)

Some more encouraging news trickled in today, including mall owner Taubman expressing renewed interest in overseas investment and electronics chain Best Buy announcing plans for more store openings in the third quarter. Plus, the Inland Group is raising funds to go after commercial property acquisitions.

Opportunistic Funds Begin To Zero In On Distressed Assets

While so far opportunistic real estate investors have largely remained on the sidelines of the commercial property market, it seems things might begin to change pretty soon.

Yesterday, Florida Real Estate Journal reported that Stonemason Partners LP, a local real estate investment firm, completed initial fundraising efforts for a new fund through which it plans to acquire up to $100 million in distressed commercial assets throughout Southeastern U.S.

Meanwhile, Bloomberg published details on Sam Zell’s new venture, a $625 million distressed fund through which the former head of Equity Office Properties Trust plans to buy commercial real estate mortgages for cents on the dollar. Zell has reportedly been working on the fund since July.

Outlooks On Back To School Season Vary; Westfield Mall To Feature A Grocery Store (Tuesday’s News & Notes)

There have been some encouraging developments in the commercial real estate industry this week. For example, Forest City Enterprises managed to extend a $557 million construction loan for a Westchester County project, while Westfield has been securing non-traditional tenants to fill up vacant spaces at its malls. But it still seems to be an uphill battle: results for this year’s back to school shopping season have been less than stellar and the holiday shopping season is not likely to be much better. We might be seeing sings of recovery in the retail sector, but it will be a long and slow one.

  • ShopperTrak reports there have been small gains in weekly sales this back to school season.
  • But analysts interviewed by Forbes offer a more pessimistic take.
  • Supermarket News ponders the impact of all the price reduction strategies supermarkets tried out this season.
  • Real Property Alpha posted another profile in its series on social media. This time the subject is David Stejkowski, the man behind the Dirt Lawyer’s Blog.
  • Faced with hard-to-fill vacancies, mall owners have been discussing bringing in supermarkets as tenants for some time. Now, The San Diego Union Tribute reports that Westfield, which owns seven properties in San Diego County, has moved a supermarket into a former Robinsons-May space.
  • In another sign that the credit markets are gradually thawing, developer Forest City Enterprises secured an extension and modification on a $557 million loan for the construction of a mixed-use center in the New York region, according to Crain’s Cleveland Business.
  • Some retailers seem to have faith this year’s holiday shopping season will be better than the one we had last year. The New York Post reports that luxury seller Saks Fifth Avenue wants to avoid the massive discounts it offered last winter. The question is whether other luxury players will follow suit.
  • It’s been a bad year for Starbucks. Supermarket News reports supermarket operators Stop & Shop and Giant-Landover plan to close 43 in-store Starbucks kiosks because of poor performance.
  • Meanwhile, upscale department store chain Barneys New York is also battling major problems. Its debt has become so unmanageable, the chain is considering filing for bankruptcy, according to Bloomberg.