The departure of large retail anchor tenants like Toys "R" Us in a market with fewer expanding big-box players surely causes concerns for shopping center owners and operators.
Today's results are proof not only that Walmart is making gains in its day-to-day business, but that it is now a company firmly in the midst of a dramatic transition.
It’s a turbulent time for many American malls, and several owners and operators have had success reversing the fortunes of underperforming malls by transforming them into mixed-use destinations.
While there are some crumbs of comfort in the latest results from Under Armour, the numbers still give the impression of a brand that has run out of steam.