>Natick Mall tour with Arnie Cohen

>From Mall tour yesterday winners –JCrew, Chico’s, Nordstom, Amer Eagle, Metro, Guess, Limited 2, Losers Aero, Hollister, Abercrombie,TAlbots, Ann Taylor, Pier One, Macy’s, Gymboree, Victoria Secret,Under Armour, Coldwater Creek

This is not traffic driven but look of the store, Merchandise, appealing to target customer and trends Arnie is seeing in other malls and what he is hearing from his contacts. Yesterday became a three hour tour and very worthwhile as Natick Mall is rallyexpansive. So we got to see other concepts like Justice, Jack and Jill, and all the Liz concepts like Juicy and Lucky and others that Arnie got to talk about how the model have drifted or been institutionalized causing a lot of niche players to lose their luster or get off course like Justice who should not be in the malls but back in strips. We talked a lot about the concepts that are authorities or clubs to their constituency versus a commodity covering space. I would be happy to shed more light if you wish.

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