Revenge Shopping

After years of volatility, the Australian retail sector is bouncing back. Lower interest rates and stronger disposable incomes are unlocking household spending, driving a renewed appetite for shopping, dining, and travel. Landlords are remixing their tenant mix to focus on experiences and services, while retail assets are outperforming office and industrial, for now.

This revival is underpinned by more than just consumer behaviour – it reflects a fundamental reset of the sector. Retail centres are evolving to meet new consumer expectations, with more emphasis on lifestyle, leisure, and community-based experiences. Sub-regional and neighbourhood centres are leading the recovery, while large format retail continues to show resilience.

Our research explores how “revenge shopping” is reshaping malls and reinvigorating investment performance. Watch the research video or download the full report to see why retail is expected to be once again on the radar for investors.