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shopping malls

2 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jan 2, 2019 by Jeff Jordan · across every show →

Everything said about shopping malls, oldest first

Jan 2, 2019 negative
Assertion Supported
Jeff Jordan: About 25% of US malls face vacancy rates above 30%
“There's something like a quarter of malls have over 30% of their storefronts vacant.”
Jeff Jordan Jan 2, 2019 ▶ 7:24 a16z Podcast | Ecommerce and the Holiday Shopping Collision
Jan 2, 2019 neutral
Assertion Supported
Jeff Jordan: Starbucks missed Q4 revenue due to declining mall foot traffic
“Starbucks in their fourth quarter earnings call. Came in light on the revenue line, and they blame the fact that their stores in malls experience declining year over year foot traffic.”
Jeff Jordan Jan 2, 2019 ▶ 12:01 a16z Podcast | Ecommerce and the Holiday Shopping Collision
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