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Retailers Pivot to Weather Softening
Spending and Emerging External Risks
In 2026, headwinds from subdued population growth, rising geopolitical tensions and trade risks will keep leasing momentum at a cautious pace. Retailers will become increasingly selective, prioritizing productivity over footprint growth. Alongside the gradual backfilling of large-format space, vacancy is expected to edge higher, even as the pace of inventory expansion slows.
- Analysis of sector and macroeconomic trends affecting supply and demand in Canada’s retail sector
- Backfilling progress in former Hudson’s Bay space and major market overview
- Outlook of Canada’s retail investment and capital markets landscape