Open-Air Box

Charting Change: Final Analysis of Net Store Change from 2022 to 2023 /  by Duane Stiller

The final chart in the Charting Change series outlines changes in (GLA) for companies with 15+ locations in Florida across various retail sectors between 2022 and 2023.

The GLA absorption in 2022 was significant at 3.8 million square feet, but 2023 was drastically lower at 0.7 million square feet, a decrease of 81% primarily caused by Bed Bath & Beyond and Tuesday Morning exiting the market.

“... a decrease of 81% primarily caused by Bed Bath & Beyond and Tuesday Morning exiting the market. ”

Notable Highlights

  • Grocery / Warehouse Club / Liquor sector had the highest increase in GLA.

  • Home Furnishings / Appliance sector experienced the largest decrease in GLA.

  • Discount, Apparel, Fitness, and Home Improvement / Hardware saw significant increases in GLA.

  • The Pharmacy / Beauty Supply sector and the Office Supply sector both experienced declines in GLA across the observed years.

Florida Box Openings & Closings: March 2024 /  by Duane Stiller

Openings: 27 stores

Ace Hardware: 1
Barnes & Noble: 1
Burlington: 3
CVS: 2
Dollar General: 3
Dollar Tree: 5
Five Below: 1
Key Food: 3
Michaels: 2
Pet Supermarket: 1
Publix: 3
Ross: 1
Target: 1

Closings: 18 stores

Best Buy: 1
Bravo Supermarket : 1
Burlington: 1
CVS: 3
Family Dollar: 3
Habitat for Humanity: 1
Kirkland’s: 1
Office Depot: 1
Retro Fitness: 1
Save-A-Lot: 1
Staples: 1
Walgreens: 3

Texas Box Openings & Closings: March 2024 /  by Duane Stiller

Openings: 49 stores

Ace Hardware: 3
At Home: 1
Bealls: 1
Dollar General: 7
Dollar Tree: 10
EOS Fitness: 1
Family Dollar: 3
Five Below: 5
H-E-B: 2
Hobby Lobby: 1
Homesense: 1
Sprouts Farmers Market: 1
Walgreens: 13

Closings: 20 stores

Chuck E Cheese: 1
CVS: 1
Family Dollar: 8
Five Below: 1
Food Town: 1
LA Fitness: 1
Office Depot: 1
Office Max: 1
Old Navy: 1
Pet Supermarket: 1
Petco: 1
True Value Hardware: 1
Walgreens: 1

South Box Openings & Closings: March 2024 /  by Duane Stiller

South includes: AL, GA, NC, SC, TN, VA

Openings: 62 stores

Academy Sports: 1
Ace Hardware: 5
Aldi: 4
Bargain Hunt: 1
Barnes & Noble: 1
Burlington: 2
Dick’s Sporting Goods: 1
Dollar General: 17
Dollar Tree: 8
Family Dollar: 1
Farmers Home Furniture: 1
Five Below: 4
Golf Galaxy: 1
Hobby Lobby: 1
HomeGoods: 2
Life Time Fitness: 1
Marshalls: 1
Nordstrom Rack: 2
Ollie’s Bargain Outlet: 1
Planet Fitness: 1
Publix: 2
Ross: 1
Sky Zone Trampoline Park: 1
Tractor Supply: 1
True Value Hardware: 1

Openings: 38 stores

Bargain Hunt: 1
Best Buy: 1
Burlington: 2
CVS: 1
Dick’s Sporting Goods: 1
Dollar General: 4
Family Dollar: 8
HomeGoods: 1
Kirkland’s: 1
Office Depot: 1
Office Max: 1
Rooms To Go: 1
Staples: 1
True Value Hardware: 7
Walgreens: 7

Florida Box Openings & Closings: February 2024 /  by Duane Stiller

Openings: 26 stores

Ace Hardware: 1
Aldi: 1
Barnes & Noble: 1
Burlington: 1
Costco: 1
dd’s Discounts: 2
Dollar General: 6
Dollar Tree: 2
EOS Fitness: 1
Five Below: 1
GFS Marketplace: 1
Habitat for Humanity: 1
Pet Supplies Plus: 1
Publix: 5
Whole Foods: 1

Closings: 17 stores

Badcock Furniture: 1
Big Lots: 1
Citi Trends: 1
CVS: 1
Dollar General: 3
DSW Shoe Warehouse: 1
Family Dollar: 1
Greenwise: 1
Habitat for Humanity: 1
Kirkland’s: 1
Old Navy: 1
Party City: 1
Publix: 2
Sears Appliance: 1

Texas Box Openings & Closings: February 2024 /  by Duane Stiller

Openings: 41 stores

Ace Hardware: 2
Blink Fitness: 1
Burlington: 3
dd’s Discounts: 3
Dollar General: 12
Dollar Tree: 10
Family Dollar: 1
Five Below: 3
H-E-B: 1
Home Depot: 1
IKEA : 1
Pet Supplies Plus: 1
Tom Thumb: 1
Tractor Supply: 1

Closings: 19 stores

Albertsons : 1
Barnes & Noble: 1
Bealls: 1
Big Lots: 3
Burlington: 3
CVS: 1
Dollar General: 1
Family Dollar: 1
Five Below: 1
Kirkland’s: 1
LA Fitness: 1
Randalls Supermarket: 1
Save-A-Lot: 2
Tom Thumb: 1

South Box Openings & Closings: February 2024 /  by Duane Stiller

South includes: AL, GA, NC, SC, TN, VA

Openings: 53 stores

Ace Hardware: 1
Burlington: 2
Compare Foods: 1
Dollar General: 24
Dollar Tree: 7
Electronic Express: 1
Family Dollar: 7
Five Below: 2
Habitat for Humanity: 1
Harbor Freight Tools USA: 1
HomeGoods: 1
La-Z-Boy: 1
Pet Supplies Plus: 1
PETsMART: 1
Planet Fitness: 1
Walgreens: 1

Openings: 35 stores

Bealls: 1
Big Lots: 4
Burlington: 1
CVS: 1
Dollar General: 6
Electronic Express: 1
Family Dollar: 4
Gabe’s Discount: 1
Habitat for Humanity: 3
Jo-Ann Fabric: 1
Kirkland’s: 1
Lidl: 1
Old Time Pottery: 1
Party City: 1
Petco: 2
Staples: 1
Total Wine & More: 1
True Value Hardware: 1
Walgreens: 3

Florida Box Openings & Closings: November 2023 /  by Duane Stiller

Openings: 32 stores

ABC Fine Wine & Spirits: 1
Academy Sports: 2
Aldi: 2
Barnes & Noble: 1
Bealls: 3
Burlington Coat Factory: 4
Costco: 1
Dollar General: 1
Dollar Tree: 4
Five Below: 4
Marshall’s: 2
Pet Supermarket: 1
Publix: 2
TJ Maxx: 2
Total Wine & More: 1
ULTA: 1

Closings: 16 stores

Bealls: 1
Burlington Coat Factory: 2
CVS: 4
Family Dollar Stores: 2
Pet Supplies Plus Inc.: 2
PETsMART: 1
Save-A-Lot: 2
TJ Maxx: 1
Walgreens: 1

Texas Box Openings & Closings: November 2023 /  by Duane Stiller

Openings: 58 stores

Academy Sports:
Ace Hardware Corporation: 2
American Freight: 2
Barnes & Noble: 2
Burlington Coat Factory: 6
Dollar General: 10
Dollar Tree: 7
Family Dollar Stores: 4
Five Below: 2
Harbor Freight Tools USA: 1
HomeGoods: 1
Kohl’s: 2
Life Time Fitness: 1
Michaels Stores: 2
Ollie’s Bargain Outlet: 2
Pet Supplies Plus Inc.: 1
Petco: 3
Powerhouse Gym: 1
Specs Wines, Spirits & Finer Foods: 2
Tractor Supply: 3
Walgreens: 2

Closings: 19 stores

Ace Hardware Corporation: 1
Cinemark USA: 1
CVS: 7
Dick’s Sporting Goods: 1
Dollar General: 2
Equinox Fitness: 1
Family Dollar Stores: 1
Petco: 2
Specs Wines, Spirits & Finer Foods: 1
Walgreens: 2

South Box Openings & Closings: November 2023 /  by Duane Stiller

South includes: AL, GA, NC, SC, TN, VA

Openings: 80 stores

Aldi: 4
Barnes & Noble: 1
Bealls: 1
Burlington Coat Factory: 5
Citi Trends: 1
Costco: 1
Crunch Fitness: 1
Dollar General: 26
Dollar Tree: 11
Family Dollar Stores: 8
Five Below: 7
Floor and Decor: 1
Habitat for Humanity: 2
HomeGoods: 1
Michaels Stores: 1
Pet Supplies Plus Inc.: 1
Planet Fitness: 3
Publix: 3
Tractor Supply: 1
ULTA: 1

Openings: 34 stores

AMC: 1
Badcock Furniture: 2
Bargain Hunt: 1
Burlington Coat Factory: 1
Citi Trends: 2
CVS: 2
Dollar General: 5
Dollar Tree: 1
Family Dollar Stores: 6
Gold’s Gym: 1
Habitat for Humanity: 3
Office Max: 1
Old Time Pottery: 1
Save-A-Lot: 1
Staples: 1
ULTA: 1
Walgreens: 4