Retail is back in force. Alex reports from Cannes at MAPIC on why capital is returning to physical retail. Simone unpacks the new John Lewis Christmas advert and how sentiment sells. We cover CBRE’s data, MINISO’s Bond Street bet, retail parks’ quiet surge, and why athleisure keeps compounding.

The 5 stories

1. John Lewis Christmas advert 2025: Why nostalgia + vinyl is the most effective emotional shortcut this season.

2. MAPIC takeaways (CBRE): Investment is thawing; leasing momentum improves; prime rents keep edging up as footfall normalizes.

3. MINISO on Bond Street: Tourist gravity, pop‑culture IP, and an experience‑first flagship moment.

4. Retail parks’ resurgence: Value + access + parking = resilient openings and low vacancy.

5. Athleisure’s resilience: Demand holds; big‑box footwear/apparel remains a habit, not a fad.

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🔗 References:

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⏱️ Timestamps

00:00 – Welcome from Cannes

01:45 – Story 1: John Lewis Christmas advert (why it lands)

05:10 – Story 2: MAPIC/CBRE: retail is back

09:00 – Story 3: MINISO opens on Bond Street

11:45 – Story 4: Retail parks are quietly winning

13:30 – Story 5: Athleisure keeps compounding

15:00 – Wrap & what to watch next

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