Archive for October, 2011

Trader Joe’s Stores to Grow in Size

While the current trend in the retail industry is for big-box store operators to go smaller, niche grocery operator Trader Joe’s is pursuing the opposite strategy.

An article in the Los Angeles Times notes the chain is on a major expansion drive and in addition to opening new locations, will likely go from its current 10,000 sq. ft. to 15,000 sq. ft. model to building stores bigger than 15,000 sq. ft. to drive sales productivity.

The issue is that Trader Joe’s built its reputation partly on being really good at utilizing smaller spaces. Plus, some of its long-time customers are unhappy about the chain losing some of its small-store charm, Los Angeles Times reports:

“I’ve driven by, and the new building looks kind of shiny and huge, which doesn’t square with what Trader Joe’s is in my head,” said Geragos, a 42-year-old stay-at-home mom. “I’m bummed about losing the homey feel.”

Trader Joe’s operates at least two stores below 23rd Street in Manhattan, where Retail Traffic is based, including a traditionally small store near Union Square and a 41,000-sq. ft. megastore inside a former Barnes & Noble space in Chelsea. While this editor has never been able to withstand the super-long lines and crowded conditions at the Union Square location, the bigger store has proven much easier to navigate.

But we’d be curious to know how retail real estate insiders feel about expanded Trader Joe’s.

New Mall in the Works

Regional mall operator Taubman Co. is getting ready to start work on at least one new mall, according to the Detroit Free Press.

During a third quarter earnings call with analysts, company officials said Taubman entered the predevelopment stage on a project in San Juan, Puerto Rico and was also forging ahead on malls in Hawaii and Salt Lake City, Utah. (The Salt Lake City project has been announced for some time).

This jibes with what Taubman chief operating officer William S. Taubman told Retail Traffic back in May, when he said there might be room in U.S. for up to 20 new malls.

“There is growth in this country, we will be adding millions of people over the next 40 years and they are going to need somewhere to shop.”

Department Stores Make a Comeback?

Given the market’s current preference for discount retailers and luxury stores, it’s good to hear about a mid-market department store chain expanding. Lord & Taylor will reportedly open at least three new stores in the coming months.

The New York Post writes that:

The privately owned retailer, which also operates three lower-price outlet stores, is in preliminary talks with landlords to open still more locations during the next several years in additional states, including California, according to sources close to the company.

This is particularly good news given that only five years ago, the retail industry seemed ready to write Lord & Taylor off as a living ghost. Yet after undergoing a makeover, the chain seems to have found new vitality.

This fits in with the overall trend of department stores coming back into favor, along with regional malls.

New Leasing Strategy?

Talk about a mix of high and low! International House of Pancakes (IHOP), a decidedly unglamorous restaurant chain, will reportedly move into the upscale Limelight Marketplace retail venue in the Chelsea section of Manhattan.

Set in a former church building, the Limelight features primarily hip, upscale tenants like make-up seller Face Stockholm, clothing boutique Cult of Individuality and famed Grimaldis pizzeria. The vibe at the property definitely doesn’t lead one to wonder, “Where’s the local IHOP?”

Is this unusual combination the latest thing in retail leasing, a way for owners of upscale centers to cater to consumers’ ongoing focus on value? Does anyone want to share thoughts on what the owners of the place might be trying to achieve?

Uniqlo’s Growth Spurt

Japanese apparel retailer Uniqlo has some ambitious growth plans going forward. Recently, the chain’s owner, Fast Retailing Co., announced it plans to open anywhere from 200 to 300 Uniqlo stores worldwide over the next nine years.

A story on ApparelNews.net notes:

The goal is to raise revenue from $6.5 billion annually to reach $65 billion in sales by the year 2020—numbers that would, in fact, outpace its rivals Gap and Spain’s Inditex, which owns Zara.

Uniqlo made its debut in the U.S. in the mid 2000s, opening a store in New York City’s SoHo and in several New Jersey malls.

Recently, the retailer launched a 5,000-square-foot pop-up store on 42nd Street near Bryant Park, and in a week’s time, it will open a 64,000-square-foot store on 34th Street and an 89,000-square-foot store on Fifth Avenue and 53rd Street.

September Same-Store Sales Show Surprising Strength

In spite of serious market-wide worries about another economic downturn, U.S. retailers posted very strong gains in September.

Thomson Reuters estimates that retail sales rose 5.1 percent during the month, more than its roughly 4.5 percent figure for August. The strong results raised hopes for the upcoming holiday shopping season.

I’m not saying it’s going to be going to an exceptional or a blow-away holiday, but I wonder if people are being overly pessimistic,” Madison Riley, managing director for retail consulting firm Kurt Salmon, said after reviewing retailers’ September reports.

According to ICSC estimates, September same-store sales numbers were the strongest since June, at 5.5 percent. ICSC reported that warehouse clubs as a group posted growth of 12 percent, followed by luxury stores at 10.4 percent. Sales at apparel stores grew the least, at 2.3 percent.

ICSC tracked 26 retail chains in its research.

Kantar Retail, which tracks 25 retail chains, most of them apparel retailers, reported September same-store sales growth of 5.7 percent.

“The resiliency of shoppers in September, especially at apparel and department stores, partly reflects unavoidable back-to-school purchases amid higher apparel prices. At the same time, sales are holding up as shoppers’ spending intentions fall off much less dramatically than the steep falloff in consumer confidence.” said Doug Hermanson, Kantar Retail Economist.

The blog Retail Sails credited back-to-school promotions and discounts on fall apparel items for a 5.7 percent rise in same-store sales. Retail Sails tracks 24 retailers.

Of course none of the above figures include same-store sales reports from Wal-Mart Stores Inc., which accounts for roughly 6 percent of all U.S. retail sales. Wal-Mart stopped reporting monthly same-store sales results last year.

Steve Jobs’ Legacy in Retail

steve-jobs1Last evening brought sad and shocking news–the passing away of Apple founder Steve Jobs. Most media outlets have been devoting a lot of attention to Jobs’ contributions to technological innovations, but Jobs had a profound impact on the world of retailing as well.

Apple’s retail stores–which recently celebrated their tenth anniversary–have become some of the most successful retail ventures in recent history, bringing in several thousands of dollars in sales per square foot–by far the best record in the industry.

This has been partly due to the popularity of the chain’s products, but is also a function of an innovative approach to store merchandising. Apple’s stores are bright, open and are teeming with knowledgeable staff members. Very few products are out in the space itself. Instead, there are gadgets that can be played with and when a sale is made, the product is quickly whisked in from a storeroom or shipped directly to a person’s home from Apple’s warehouse. The stores are experiential rather than simply a machine for moving goods. And that’s earned them a devoted following.

The strategy has influenced how other retailers are designing their stores. Disney, for example, looked at Apple stores as inspiration for its new, more interactive store model. It is now in the midst of an aggressive rollout with the new concept.

As a result of Apple stores’ phenomenal success, Apple’s head of retail Ron Johnson has become a celebrity in the industry, with department store JC Penney recently tapping him to lead its turnaround strategy.

Apple’s decision to go into bricks-and-mortar also spearheaded a trend among technology companies, including Microsoft and now also possibly Google.

Lastly, some of the gadgets Apple has pioneered–including the iPhone and the iPad–have also helped bring mall shopping into the 21st century and ushered in the era of smartphones and tablets that has grown to be a competitive and cluttered field. The competition is driving new innovation from Apple and others. Today it’s possible to use smartphones to check whether stores carry the product that you want, compare prices on the same product from different retailers and even make purchases right from your mobile device. Smarthpones are also enhancing the in-mall experience, which will bring in a new era of customer experience and service to brick-and-mortar locations. Most malls already come with their own iPhone app in place and features and functionality are being added every day.

That’s in large part the legacy of Steve Jobs in our sector.

The 10 Most Iconic Apple Stores

The stunning passing of Steve Jobs has led to a massive outpouring of emotion across the globe.

It’s also giving people a chance to reflect on how Apple’s innovations during Jobs’ reign have affected their industries and what visionary leadership means.

We’ll have a post up shortly recapping just how great an impact Apple has had on the retail real estate sector. It’s come in two ways–the way that Apple Stores have pointed the way forward for other retailers and how the proliferation of smartphones and tablets is altering the way people shop.

Concerning the former, it’s an opportune time to revisit what Apple has done in the 10+ years it has operated retail stores. With that in mind, here is a gallery of, in our opinion, the 10 most iconic Apple stores around the globe.

Click on the images below to reveal larger views.