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21:00
Aug 10 ◎

SPG FY2026 Q2 Watch

Simon Property Group, Inc. (SPG) FY2026 Q2 Earnings Call

SPG ▾

Eli Simon

Management raised full-year FFO guidance due to strong leasing demand, sales growth, and successful re-leasing of bankruptcy space, indicating a confident outlook for continued outperformance.

"We delivered excellent financial and operational results in the second quarter. Domestic property NOI and real estate FF growth accelerated in the quarter to 8.5% and 7.9% respectively."

SPG WATCH

HIGH

21:00
May 11 ◎

SPG FY2026 Q1 Watch

Simon Property Group, Inc. (SPG) FY2026 Q1 Earnings Call

AMZN SPG ▾

Eli Simon

Management cites Amazon as a competitive option for retailers, but highlights that their malls remain attractive, implying no major loss of demand to e-commerce.

"The retailers can go a lot of places. They can open stores, not open stores, go online, go on Amazon."

AMZN WATCH

Eli Simon

Management has raised full-year FFO guidance based on strong Q1 results, increased shopper traffic, higher retailer sales, and a robust development pipeline, indicating a confident outlook for the year.

"we're off to a very good start for 2026 with first quarter results that exceeded our plan."

SPG WATCH

HIGH

22:00
Feb 02 ◎

SPG FY2025 Q4 Watch

Simon Property Group, Inc. (SPG) FY2025 Q4 Earnings Call

COST WMT AMZN LVMUY ▾

David Simon

Costco is viewed as one of the few retailers insulated from tariff pressures, indicating strong resilience in their business model.

"it's really, you put Costco and Walmart and, of course, Amazon aside. And then you have the rest of us."

COST WATCH

David Simon

Walmart is seen as a resilient retailer, likely to be less affected by tariff pressures compared to smaller, less productive retailers.

"it's really, you put Costco and Walmart and, of course, Amazon aside. And then you have the rest of us."

WMT WATCH

David Simon

Amazon is considered a major, resilient player in retail, less exposed to tariff impacts that are pressuring other retailers.

"it's really, you put Costco and Walmart and, of course, Amazon aside. And then you have the rest of us."

AMZN WATCH

David Simon

LVMH and other luxury brands are showing some caution for 2026, potentially due to tariffs and weak Chinese spending, which could affect their expansion plans.

"some of the luxury brands, LVMH in particular, might be signaling a bit more caution for luxury this year. Some of that obviously tied to tariffs, Chinese spending."

LVMUY WATCH

HIGH

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