Malls Thread

[uls]

the pandemic accelerated trends -- WFH, online shopping, video meetings

destroyed business models -- wala na business travel for airlines (why travel meron naman zoom)

WFH will kill commercial real estate (who needs an office bldg?)

-

schools

why do you need a sprawling campus now?

your students are online

[uls]

So start of SM's downfall?


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di naman

they just need to adapt

SM is already investing in online infrastructure

meron na yata sila investment in logistics

[shadow]

di naman

they just need to adapt

SM is already investing in online infrastructure

meron na yata sila investment in logistics

But mall rentals is one of their bread ang butter.


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[_Cathy_]

I hope this won't be the new normal when it comes to education. It's not just the knowledge from books that you need to learn from school but social interactions, sports activities and others that need physical presence.

In terms of work, although I work from home, and have been doing that since 2018, hindi pa rin advisable yung 100%, at least once or twice a week a person dapat mag report sa office. Iba pa rin yung personal mo maka interact mga tao.

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[uls]

But mall rentals is one of their bread ang butter.


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hanap sila ng ibang tenant na di pwede mag business online

ung kailangan talaga ng physical store

i dunno

madami naman sila pera mag hire sila ng mga consultant

[Little Missy]

i mean even after the pandemic

kung hindi dahil sa pandemic medyo tatagal pa mga mall dito pero papunta narin doon

but the pandemic accelerated the timeline

di lang clothing

ung evolution papunta online was already taking place before the pandemic

pero dahil sa pandemic na-fast forward lahat

what should have happened in 5 to 10 years has been pulled forward

To be honest, kung walang pandemic I don't see pahina ang mall sa pinas. Dumami pa nga. Kasi dito hindi lang pang shopping ang malls, one-stop- shop slash amusement park. Kelangan mo magbanko, magpaparlor, magbayad ng bills, maggrocery, kumain, manuod ng sine, check. Also, pinoys love going to the mall for leisure.

Yung mga high end mall tsaka mahirap puntahan yun ang konti tao.

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[shadow]

hanap sila ng ibang tenant na di pwede mag business online

ung kailangan talaga ng physical store

i dunno

madami naman sila pera mag hire sila ng mga consultant

Convert na lanf sa quarantine facility


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[kagalingan]

sa isang sm dtio sa true qc eh 70% discount sa mall rentals this june to august. Ewan ko lang kung sisingilin yung hinid nagbukas.

[shadow]

sa isang sm dtio sa true qc eh 70% discount sa mall rentals this june to august. Ewan ko lang kung sisingilin yung hinid nagbukas.

SM pa!


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[uls]

To be honest, kung walang pandemic I don't see pahina ang mall sa pinas. Dumami pa nga. Kasi dito hindi lang pang shopping ang malls, one-stop- shop slash amusement park. Kelangan mo magbanko, magpaparlor, magbayad ng bills, maggrocery, kumain, manuod ng sine, check. Also, pinoys love going to the mall for leisure.

Yung mga high end mall tsaka mahirap puntahan yun ang konti tao.

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yes i did say mahilig mag mall ang pinoy so matagal tagal pa ang mall apocalypse sa atin

if it wasn't for the pandemic

ngayon the financial situation of tenants will decide the fate of malls

[_Cathy_]

Sa US nakaka depress mga mall pero outlet minsan pila pa nga sa sobrang crowded. I can't imagine malls dying in PH the same as US kasi wala naman masyadong magawa dito

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[uls]

i dunno

is PH always 10 years behind the US (which means we're heading there)

or can PH diverge from the path and not follow US mall apocalypse

[Wh1stl3r]

Wala na ako suot. [emoji23]


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Ikaw ba ito?



Bili ka na lang ng bagong bahay para mahati yung consumption sa kuryente. Habang bumababa KWH bumababa din rate di ba.

Next clothes purchase ko malamang day time pajamas. Nauubos yung night time pajamas sa oras ng trabaho

[cast_no_shadow]

Do you guys still buy clothes? Been wearing mostly pambahay since WFH lang naman. Even when I go to the office naka pambahay lang save for the odd F2F meeting.

The only time I wear decent clothes is when we hear mass at home. Parang amoy cabinet na nga yung ibang mga damit.

At some point pambahay naubos saken [emoji23]

Tapos namiss ko magbihis pang alis

Then work resumed, buti niluwagan ang attire parang Friday attire (dress down) will be allowed daily.


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[CVT]

At some point pambahay naubos saken [emoji23]

Tapos namiss ko magbihis pang alis

Then work resumed, buti niluwagan ang attire parang Friday attire (dress down) will be allowed daily.


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I have not used my smart casual (office) attires, including shoes since middle of March...

[dr. d]

i dunno

is PH always 10 years behind the US (which means we're heading there)

or can PH diverge from the path and not follow US mall apocalypse

mas malamig ang klima sa us kaysa satin.
at malaki at hiwalay ang mga bahai doon.

sa 'pinas,
mainit na,
kumpol-kumpol pa ang maraming bahai.
sa mall nagpapa-lamig at nakakahinga nang medyo malinis at malamig na hangin, ang tao.
philippine malls are here to stay.

[boybi]

SM pa!


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All SM malls zero rent na since nag open ulit malls. Tenants will only pay SM the 5% from gross sales. Even CUSA is 50% off.

[kagalingan]

talo pa ako ng seniors, kumain na pala ilan beses sa robinsons magnolia sa food court ngayon GCQ.

akala ko sa bangko lang pumupunta. May sidetrip pala.

[glenn_duke]

Medy nagiging lax na mga SM mall sa mga tenants nila.
Minamanduhan nila yung mga shoppers sa face mask at social distancing, pero yung karamihan sa tenants nila hindi nag susuot ng face mask at walang social distancing.
Uminit ulo ko kangina, hindi naka face mask yung nag asikaso sa akin sa isang cell shop tapos dumating payung mga ka tsismisan nila kumpol kumpol na sila.

[kagalingan]

marunong talaga si sm