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Value Retailer — 7,000 sq ft Mall

A value-retail concept expanding from high-street into a Tier-1 mall anchor position — general merchandise, household & gifting SKUs.

UAE · Tier-1 Mall 7,000 sq ft · 5,200 SKU Board Pack
AED 3.2MFit-Out + Stock
AED 11.5MYear 1 Revenue
16 moBreak-Even
38%Blended Margin

The ask

Client operates 3 street-front value stores across the northern emirates and was offered an anchor position in a Tier-1 mall. The mall team wanted a board-ready commercial pack before issuing the LOI.

Problem

Untested mall economics

Existing 3 stores average AED 850/sqft/yr. Mall anchor would need AED 1,600+/sqft/yr to cover 2x rent — doable but tight.

Opportunity

Anchor position = footfall

Mall catchment is 2.4M footfall/yr and the client would be the only value-retail anchor — a category gap confirmed by the mall leasing team.

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Fully sanitized. Client name, store name, exact locations & trading figures have been scrubbed. Industry, scale, deal structure & feasibility framework are preserved so you can see exactly how the work is shaped.

How we built it

A 5-step repeatable process — from brief to investor-ready pack, powered by AI across financial modelling, market sizing & narrative writing.

SKU / category mix rework

Current street mix (5,200 SKU) re-engineered for mall basket — higher gift & impulse, less bulk household.

Traffic conversion & basket model

Footfall → capture rate → conversion → items-per-basket → ticket. Benchmarked vs 2 comparable mall anchors.

CapEx & opening stock

Fit-out at AED 380/sqft, opening stock at AED 90/sqft, launch marketing at AED 200k. Full CapEx breakdown.

3-year P&L with category split

Revenue, COGS, opex and EBITDA split by 5 super-categories. Year 3 shows EBITDA normalising at 18%.

LOI-ready commercial pack

Board deck (18 slides), full Excel model, 1-page LOI commercial annex, and a 3-page store concept visual brief.

What went into the investor pack

Each row is a finished tab, slide or one-pager handed to the client — ready to share with lenders, investors or JV partners.

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Executive Summary

One-page investor-ready narrative

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3-Year P&L Model

Revenue, COGS, opex, EBITDA by month

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Break-Even Analysis

Month-by-month to break-even point

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CapEx Breakdown

Fit-out, equipment, licensing & launch

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Category Mix Visual

5-category planogram concept

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Footfall Conversion Model

Capture → ticket waterfall

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Sensitivity Analysis

Best/base/worst case with levers

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Board Commercial Pack

18-slide decision deck

What the client walked away with

Pack went to the client board. Decision was conditional go — approved subject to mall agreeing to a 6-month rent holiday (which they did).

Signal

Conditional approval first meeting

Board approved the concept in first sitting — the 6-month rent holiday ask was a direct output of the sensitivity analysis.

Signal

Mall agreed to the rent holiday

The ask was supported by a clear catchment category-gap argument. Without the data, the mall team wouldn't have conceded.

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