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文檔簡介

CBRERESEARCH

CBRE

ASIAPACIFICRETAILTRENDSQ32025

primeshoppingmallsandstreets

performwellbutsecondaryareascontinuetostruggle

keyTrends

-

overseasvisitorsasprimemallscontinuetooutperform.Bangkok'sretailmarketcontinuestoshowaclearbifurcationinperformance,withprimemallsmanagedbyexperiencedretaillandlords

maintaininghighoccupancybutthoseoutsidethecBDcontinuingtostruggle.

-

broadenfromretailersacrossmultiplecategories.primeretail

districtsinTokyosuchasGinza,omotesando,Harajukucontinuetowitnesskeencompetitionforspace,withshibuyaattractingthebulkofdemand.

-

salesimprove,withprimestreetsremainingthefocusofattention.LeasingmomentumacceleratedthroughthefirstthreequartersandisexpectedtogainfurthertractioninQ42025,supportedbyGoldenweekandyearendholidaydemand.

Tightvacancyinprime

shoppingstreetsand

mallsmakesitimperativeforretailerstoplanwellaheadtosecurethespaceandstrategiclocations

theydesire.

vivekkaul ManagingDirectorHeadofRetailLeasing,AsiaCBREIAdvisoryservices

CBRERESEARCH

ASIAPACIFICRETAILTRENDSIQ32025

Thailand

Retailmarketremainsstabledespiteslowdownin

overseasvisitorsasprimemallscontinuetooutperform

STATEOFTHEMARKET

-

performance.primemallsmanagedbyexperiencedretaillandlords

SIX-MONTHOUTLOOK

SUPPLY

VACANCY

RENT

CONTACTUSFORDETAILS

aremaintaininghighoccupancy,whilethoseoutsidethecBDcontinuetostruggle.

-

hasbeenpartiallyoffsetbyanupturninlocalfootfallandspendingaslandlordsintroducemorenew-to-marketbrands.

TRANSACTIONACTIVITY

-

Japan,continuetoshowastronginterestinBangkok,focusingonprimemallsandnewdevelopments.

-

40%ofnewopenings.cafesandcasualdiningrestaurantsare

especiallyactive,ledbynew-to-marketforeignentrantsandspinoffsformpopularlocalbrands.Brandcollaborationssuchasseasonal

menusandconceptrestaurantsarebeingutilisedtogenerateabuzzanddrivesales.

-

brandsandrecreationalcentresenteringthemarket.

EMERGINGTRENDS

-

theslowdownintouristtrafficandpreparefornewsupplyduein

2026.Initiativesincludecreatingthemedretailzones,rotatingpopupformatsandrefiningtrademixtobetterappealtolocalclientele.

-

areas,suchasrooftopgardens,eventspaces,andcoworking

facilitiestocreateastrongersenseofcommunityandengagement.OUTLOOK

-

experience-drivenenhancementstoattracttrafficandnewbrands.

-

economytrendbyintroducingnewconceptsandexclusive

collaborationstocapturefast-changingconsumerinterest.

--to-

expandingintosuburbanmallstosecurefavourableleasetermsanddiversifytheirfootprint.

JariyaThumtrongkitkul

HeadofRetailand

GroupTransactionManagement,Thailand

ASIAPACIFICRETAILTRENDSIQ32025

3

CBRERESEARCH

Japan

Leasingactivityremainsrobustasdemandcontinuestobroadenfromretailersacrossmultiplecategories

STATEOFTHEMARKET

-

Harajukucontinuetowitnesskeencompetitionforspace,withshibuyaattractingthebulkofdemand.

-

willremainonanupwardtrack,growthwillbeataslowerpace.

-

casualandfashionablebrandstargetingyoungershoppers.TRANSACTIONACTIVITY

-

especiallynewentrantsfromkorea,isstrengthening.Incontrast,expansionbyluxurygroupshasstabilisedinrecentquarters.

-

increaseintouristarrivalstoJapanisencouragingretailerstoexpandtoothermarketspopularamongforeignvisitors.

-

agglomeratingalongMidosujistreet,andshoppingarcadesarebeingfilledbyawiderrangeofretailers.Elsewhere,luxurywatch

brandshaveopenedstandaloneshopsinTenjin,Fukuoka.EMERGINGTRENDS

-

requirementsincludinghobbystoresandIpretailerssellingcapsuletoys.

-

inprimeareas.

-

fashion,fastfoodchainsandcoffeeshops,andmainlandchinese

brands,ledbyF&Bandfashion,areaggressivelylookingforsitestoexpand.

OUTLOOK

SIX-MONTHOUTLOOK

SUPPLY

VACANCY

RENT

CONTACTUSFORDETAILS

yusukeFujita

HeadofRetailLeasingJapan

Ayakasaito

AssociateDirectorRetailLeasing

Japan

FukuhanazenseniorconsultantRetailLeasing

Japan

-

retailersareadvisedtoplanthreetofouryearsbeforeleaseexpirytosecuretheirdesiredspace.

-

monitorthelatestretailtrendsandadjustleasingstrategytoensuretheirpropertiesremainrelevant.

ASIAPACIFICRETAILTRENDSIQ32025

4

CBRERESEARCH

HongkongsAR

Leasingsentimentstrengthensasretailsales

improve;primestreetsremainthefocusofattention

STATEOFTHEMARKET

-

isexpectedtogainfurthertractioninQ42025,supportedbyGoldenweekandyearendholidaydemand.

-

brandalignmentandlocationquality.

-

performwellamidtightavailability.However,secondaryandtertiarystreetsarefacingmorechallengingconditions.

TRANSACTIONACTIVITY

-

particularlyupscalekoreancuisine.Theseoperatorstypicallyseek1,0001,500sq.ft.unitsinpopulardiningdistricts.However,largeformatF&Boperatorsremainunderpressure.

-

remainreluctanttoventurebeyondprimestreetsamidaconsumershifttowardecommercechannels.

-

counttoenhanceclientengagementandelevatetheshoppingexperience.Landlordsoftenaresupportiveoftheseexpansions,subsidisingpartofthecapExtosolidifylong-termpartnerships.

EMERGINGTRENDS

-

manymultibrandfranchisesfacingpressurefromprincipalstoestablishsinglebrandflagships.

-

sportsparkisboostingretailperformanceinnearbymalls,generatingdemandfromestablishedretailchains.

OUTLOOK

-

secureprimestreetlocations.

-

conceptstocaptureevolvingconsumerdemand.

-

elementsandactivity-basedofferingstosustainfoottrafficandengagement.

SIX-MONTHOUTLOOK

SUPPLY

VACANCY

RENT

CONTACTUSFORDETAILS

LawrencewanseniorDirector

RetailLeasingHongkong

contact

AsiapacificResearch

Adachoi,CFA

JonathanHills

Nancywong

DennisHO

HeadofResearch,Asiapacific

seniorDirector

AssociateDirector

Manager

ada.choi@

jonathan.hills@cbre.com

nancy.:wong1@cbre.com

dennis.ho@cbre.com

AsiapacificLeasingservices

TomGaffney

RegionalManagingDirectorHeadofLeasing,

Asiapacific

CBREIAdvisoryservices

tom.gaffney@cbre.com

vivekkaul

ManagingDirector

HeadofRetailLeasing,Asia

CBREIAdvisoryservicesvivek.kaul@cbre.com

shereeGriff

HeadofRetailpropertyManagement&Leasing,pacific

CBREIAdvisoryservicessheree.griff@cbre.com

?Copyright2025.Allrightsreserved.Thisreporthasbeenpreparedingoodfaith,basedonCBRE’scurrentanecdotalandevidencebasedviewsofthecommercialrealestatemarket.AlthoughCBREbelievesitsviewsreflectmarketconditionsonthedateofthispresentation,theyaresubjecttosignificantuncertaintiesandcontingencies,manyofwhicharebeyondCBRE’scontrol.Inaddition,manyofCBRE’sviewsareopinionand/orprojectionsbasedonCBRE’ssubjectiveanalysesofcurrentmarketcircumstances.Otherfirmsmayhavedifferentopinions,projectionsandanalyses,andactualmarketconditions

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