Retail’s Next Chapter: What Shifting Trends and Consumer Behaviors Mean for CRE Strategy

Retail is entering the holiday season under a very different consumer backdrop than last year, and those shifts are already showing up in how shopping centers perform, which categories are winning, and how commercial real estate teams need to respond. Join Placer.ai for a data-driven look at where retail stands right now and what it means for CRE decision-making. We’ll cover how waning consumer sentiment is showing up in real visit behavior, which retail categories are gaining and losing ground and why it matters for leasing and asset strategy, how shopping center performance is trending across property types heading into Q4, where tenant mix adjustments and gaps are emerging as a result, and what early signals suggest about holiday shopping patterns and center traffic.