Archive for the ‘Retail’ Category

Ever-Expanding Forever 21 (Friday’s News & Notes)

Apparel retailer Forever 21 opened one of its largest stores at Fashion Fair mall in Fresno, Calif. this week. The store will span three levels and 150,000 square feet, making it larger than even Forever 21’s Times Square location in New York City.

The retailer has been trying to increase its footprint in the past few years and wants to rebrand itself as a fashion department store. To that end, it’s been going after locations vacated by old-time department store chains such as Mervyn’s and Sears. The location at Fashion Fair, for example, formerly housed Gottschalks. The question is whether Forever 21 can draw enough shopper traffic to justify its drastically expanded stores? Let us know what you think.

Meanwhile, for more news on retail and retail real estate, follow the links below:

More Store Closings in the Works (Friday’s News & Notes)

Blockbuster revealed this week that it will reject 150 leases, in addition to the 220 it had already canceled, according to The Street. The company was previously facing threats of eviction from some of its landlords because it was late on rents. For additional news reports about retail and retail real estate, follow the links below:

BJ’s, Leonard Green in Talks (Thursday’s News & Notes)

The streak of private equity firms going after retailers continues, with Leonard Green & Partners signing a confidentiality agreement with BJ’s Wholesale Club, according to Supermarket News.

Private equity took a breather from the retail sector in 2009 and 2010, but there has been a definite pick-up in deal activity in recent months, including the contested buyout of J.Crew by a Leonard Green/Texas Pacific partnership and several restaurant chain buyouts.

As a buyout target, BJ’s has several things that might make it attractive to private equity players, including a focus on value and an established brand name. Its main weakness, according to analysts, is that it’s competing against two stronger players: Costco and Sam’s Club. That would give an experienced private equity owner something to work with in creating additional value for the chain. If the Leonard Green deal goes through, it would be interesting to see what the firm will do with BJ’s to help it gain market share.

Ironically, while private equity firms are taking a closer look at more and more retailers, a chain that perhaps needs a private partner the most, Barnes & Noble, is about to give up on its search for a buyer, Bloomberg reports.

For more news on retail and retail real estate, follow the links below:

Top Walmart Exec Talks Turnaround Plans (Monday’s News & Notes)

In the past few months, retailing giant Walmart has come under scrutiny for lackluster sales, with some experts claiming that its era of dominance in the U.S. market was over. Walmart is apparently aware of the problem and is taking steps to fix it. In an interview with The Wall Street Journal, Walmart’s William Simon talks about how he would like to make the retailer a one-stop-destination for shoppers as it was before. For more on retail and retail real estate, follow the links below:

Wealthy Individual Investors Set Sights on CRE (Thursday’s News & Notes)

As commercial real estate values recover, wealthy individual investors are following institutional capital in chasing real estate yields, according to a story from Bloomberg. Data from Real Capital Analytics shows high net-worth individuals spent $2.1 billion on commercial real estate investments in 2010, almost four times the $579 million they spent on the sector in 2009.

For more on retail and retail real estate, follow the links below:

February Same-Store Sales Come in Strong (With Caveats)

In spite of winter storms that hit much of the country and rising fuel prices, same-store sales grew by more than 4 percent in February, according to several tallies of the monthly results. That solid number followed surprisingly strong results in January.

However, the pool of retailers reporting figures this month is the smallest yet thanks to Abercrombie & Fitch Co., Aeropostale Inc. and American Eagle Outfitters Inc. all deciding to stop reporting monthly same-store sales figures last month.

The biggest retailer in the country, Walmart, also no longer reports monthly. It recently reported that its fourth quarter same-store sales were down 1.1 percent, excluding fuel. That, in and of itself, casts a shadow on the veracity of the same-store sales figures. Walmart’s size means that when it was part of the pool of retailers reporting, it had the power to shift the overall result up or down by several percentage points. If its declines were still part of the monthly mix, the same-store figures would likely be worse than the headline numbers we’re getting now.

As a result, we have to continue to remember to take the same-store numbers with a large grain of salt.

My look inside the monthly reports is after the jump. Read the rest of this entry »

Target Steps Up Expansion, Continues to Grow Grocery Business

In what seems to be an attempt to compete more effectively with the dollar stores, Target made two announcements about its plans for 2011. The first concerns its store opening plans. In 2010, the retailer slowed down its growth pace, preferring instead to concentrate on renovating existing units. This year, however, Target intends to double its number of store openings to 21, according to The Star Tribune.

Furthermore, it will continue to add grocery components to more and more locations, including 380 stores this year, according to Supermarket News. And it will begin testing a smaller store format intended to make it easier for the big box operator to grow into urban areas:

He said Target plans to open its first units of a new small urban format — called City Target — in 2012, woth pilot locations set for Seattle, Los Angeles, San Francisco and Chicago. “If successful, this format will provide us more flexibility to operate in densely populated areas on sites that won’t accommodate our larger-store formats,” Steinhafel said.

Good News/Bad News from Walmart (Wednesday’s News & Notes)

Two pieces from our sister publication Supermarket News caught my eye–both about Walmart.

As we know, Walmart no longer takes part in the monthly same-store sales report extravaganza. It now reports quarterly. The latest report came yesterday and revealed another quarterly decline for the Bentonville behemoth.

Same-store sales were down 1.1% in the U.S., excluding fuel, but including a 2.7% gain at Sam’s Club. Total U.S. sales were down 0.5% for the quarter and up 0.1% for the full year.

“Sales for Walmart U.S. were below our expectations for the fourth quarter,” said Michael T. Duke, president and chief executive officer, Wal-Mart Stores. “Some of the pricing and merchandising issues in Walmart U.S. ran deeper than we initially expected, and they require responses that will take time to see results.”

Since Walmart is the nation’s largest retailer, you have to wonder how much these figures would have dragged down the same-store sales numbers from November, December and January that had a lot of people excited about the holiday shopping season. Hmmm.

On a more positive note, Walmart’s long awaited sub-30,000-square-foot concept, Walmart Express, will make its debut sometime during the firm’s second quarter.

Stay tuned.

Meanwhile, here are some other news and notes from around the retail real estate world.

Alternate Tenants on the Horizon for Closed Borders Spaces

It feels like in the past two days the entire retail real estate industry has been talking about one thing–Borders. The questions ranged from whether Borders will be able to survive long-term (many people don’t think so, judging by the discussion on Retail Wire), to how store closings will affect nearby retailers.

The biggest question of all, of course, is what’s going to happen with all that vacant space? Owners of centers where Borders serves as an anchor might be facing a significant drop in occupancy levels, according to a story in The Wall Street Journal:

The 4.9 million square feet of store closings will be especially painful for smaller shopping centers anchored by Borders’s superstores. Their average vacancy rate will more than double to 9.5% from 4.2%, according to commercial real estate researcher CoStar Group. That’s higher than the national average of 7.2%, the firm said.

But the outlook might not be as bad as many people fear. There are expanding retailers out there that might be happy to move into Borders stores in select markets. Growing electronics retailer hhgregg might be one. Discounter T.J. Maxx and apparel retailer Forever 21 might be others, according to our sources.

For now, the bankruptcy court judge has given Borders the green light to use $400 million in interim financing and the chain is set to remain in operation for some time. We’d be interested to hear your perspective on Borders’ ultimate fate. Do you think it’s a goner? Is there still a possibility that it will be acquired by Barnes & Noble? And is there still a future for brick-and-mortar bookstores in this country? Let us know what you think.

Borders Store Closing List

Updated at 8:59 AM and 10:37 AM on Feb. 17

Hilco Merchant Resources already has a list of 200 Borders Stores that are on the chopping block, which was posted at the Wall Street Journal and is embedded below. Borders may end up adding 75 more stores to this list.

Update 1: There is another list now posted to the Borders Reorganization site. I’ve embedded that document below the first one.

Update 2: DJM Realty now has a page on its site with another version of the store closure list. DJM is handling the disposition. Their list includes information about the current rent being paid, extra fees, lease expiration dates and options. There’s also an interactive map.

Borders Closures

Reorganization Closure List