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HomeMy WebLinkAboutEconomic Impact Study Woodland Lakes Mall 1986IMA Inc. Economic Consulting Services Professional Services Report ECONOMIC IMPACT STUDY Stillwater, Minnesota June 30, 1986 )MA Inc. 1819 University Avenue P. O. Box 11295 Green Bay, Wisconsin 54307 -1295 414/435 -6999 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 Professional Services Report The Economic Impact of the Woodland Lakes Mall on the City of Stillwater, Minnesota by JMA Inc. June 30, 1986 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 Table of Contents Shopping Mall Impact Study Stillwater, Minnesota Page I. Introduction I - Purpose I - Approach /Methodology I - Overview I II. Evaluation of Developer's Market Research I - Introduction I - Project Description 2 - Critical Evaluation 3 - Twin City Area Profile 3 - Competitive Shopping Facilities 4 - Retail Sales Potential 4 —Trade Area Definition 5 - Peripheral Development 7 - Conclusions 7 III. Review of Other Studies 9 - Summary of Findings 9 - Applications to Stillwater 12 IV. Inventory of Existing Activities 14 - Description of Downtown 14 - Retail Trade 16 - Commercial Mix 18 V. Trend Analysis 19 - Retail Trade 20 - Retail Establishments Downtown 21 - Non - Retail Establishments Downtown 26 VI. Activities Likely To Be Impacted 28 - Introduction 28 - National Standards 28 - Regional Standards 33 - Summary and Conclusions 37 VII. Verification of Impacts 40 - Introduction 40 - General Observations 41 - Market Area 42 - Estimated Impact on Business 44 - Relocation to the Mall 47 - Other Issues 48 - Summary 49 a i VIII. Net Impact Analysis IX. Future Considerations Table of Contents (continued) Page 50 52 II. Introduction A significant mixed use development is being proposed for Stillwater, Minnesota. Located at the western edge of the City, near the junction of Highways 5 and 36, the first phase of the development will include a major hotel and a regional shopping mall which will be the "centerpieces" of the overall project. Future development on the 72 acre site will include office 1 buildings and a variety of other retail service uses. The developer of the property has already received several approvals on the process for the project and a groundbreaking has been tentatively set for late 1986. Because of the scale of this development, there is potential for significant impact on the community of Stillwater. In particular, business owners and operators in downtown Stillwater have expressed concern that the proposed development may have negative effects on the downtown area (reduced sales volumes, store closings, vacant buildings, job losses). The purpose of this study is to isolate and quantify these impacts and to determine the overall "net" impact of the project. To accomplish this, several major efforts were undertaken. These efforts included: the eva- luation of the developer's market research; the review of other studies of economic impact; an inventory of existing activities; downtown activity trend analysis; identification of vulnerable activities; verification of impacts; and the final statement of economic impact. This report presents the methodo- logies and findings for each of these major topical areas. II. Evaluation of Developer's Market Research Introduction The first step in the impact study was to review the retail market analysis prepared by James B. McComb & Associates of Minneapolis. Market research is -1- importance. Project Description The proposed shopping center is part of a planned mixed -use development located near the junction of highways 36 and 5 in southwest Stillwater. The market study basically defines the Woodland Lakes Shopping Center as a two- level enclosed mall containing 320,000 square feet of gross leasable area (GLA). The center is planned to have three major tenants, including a depart- ment store. Other aspects of the overall development are identified: 120 room Radisson Hotel located adjacent to the mall, and peripheral development including 35,000 square feet of office space, a restaurant, and several ser- vice businesses in freestanding buildings. However, the analysis does not address the market for uses other than the shopping mall. -2- more of an art than a science. Although there are certain "scientific" our primary methods which can be used in conducting market research, the number of define the proposed project, to understand uncontrollable and unpredictable factors which affect the ultimate economic and then to determine the legitimacy of the assumptions upon activity require assumptions to be made and a certain amount of intuition to sions are based. be used. Good marketing research should be systematic to the extent that it could be duplicated by someone else, but the important thing is that the that is of marketing researcher be able to explain and document the information and assumptions used in the research process, and that he /she remain as objective as possible during the research process. importance. Project Description The proposed shopping center is part of a planned mixed -use development located near the junction of highways 36 and 5 in southwest Stillwater. The market study basically defines the Woodland Lakes Shopping Center as a two- level enclosed mall containing 320,000 square feet of gross leasable area (GLA). The center is planned to have three major tenants, including a depart- ment store. Other aspects of the overall development are identified: 120 room Radisson Hotel located adjacent to the mall, and peripheral development including 35,000 square feet of office space, a restaurant, and several ser- vice businesses in freestanding buildings. However, the analysis does not address the market for uses other than the shopping mall. -2- Our objective was not to criticize the McComb study. Rather, our primary focus has been to define the proposed project, to understand its magnitude, and then to determine the legitimacy of the assumptions upon which the conclu- sions are based. Admittedly, there may not be much of a functional difference between the two; rather it is the "attitude" of the approach that is of importance. Project Description The proposed shopping center is part of a planned mixed -use development located near the junction of highways 36 and 5 in southwest Stillwater. The market study basically defines the Woodland Lakes Shopping Center as a two- level enclosed mall containing 320,000 square feet of gross leasable area (GLA). The center is planned to have three major tenants, including a depart- ment store. Other aspects of the overall development are identified: 120 room Radisson Hotel located adjacent to the mall, and peripheral development including 35,000 square feet of office space, a restaurant, and several ser- vice businesses in freestanding buildings. However, the analysis does not address the market for uses other than the shopping mall. -2- Following the rather generic definition of the shopping mall early in the report, there is no further detail until tenant mix recommendations are pro- vided in the concluding chapter. The analysis states that Maplewood Mall is expected to be the strongest competitor of the proposed Woodland Lakes Center. Maplewood Mall has 597,000 square feet and includes Sears and Donaldson's as anchors. Maplewood has a "moderate price orientation" and "good merchandise operation ". We have assumed that the planned tenant mix for the Woodland Lakes Mall will be similar to that of Maplewood Mall, with a similar price orientation and merchandise presentation. Our analysis of the impact on the downtown will be based on that assumption, as well as the tenant mix recommen- dations provided near the end of the McComb report. The lack of specificity in defining the mall project caused us a considerable amount of concern because the type and size of stores will greatly influence the ultimate demand by trade area residents. Critical Evaluation Our major concerns about the market research are discussed below: Twin City Area Profile - Chapter 2 of the study is an economic profile of rthe Minneapolis -St. Paul area. The narrative describes recent trends, current conditions, and projections for employment, population, and income for the ten - county Twin City Metro area plus St. Croix County, Wisconsin. The information presented in the profile shows a healthy and growing eco- nomy and good potential for future growth. Stillwater and Washington County are on the far eastern edge of the Twin City Metro area and the anticipated trade area will not include very much of that metro area. Rather, the primary trade area will include Washington County (and, realistically, the northern and eastern parts of the county) and St. Croix -3- r County, Wisconsin. We feel too much emphasis was given to analyzing socio - economic characteristics of the larger Twin Cities area, and not enough attention given to providing a profile of the trade area itself. Competitive Shopping Facilities - Ten shopping centers, plus the Maplewood Mall periphery development, are identified as competition for the proposed Woodland Lakes Center. Downtown Stillwater is not identified as com- petition for the Woodland Lakes. In the narrowest sense, the central business district may not be considered "competition" because it is not an enclosed shopping center. However, because downtown Stillwater provides many of the same retail goods and services that will be provided in the mall, and because it is so close, we feel it is a mistake not to include the downtown in the assessment of competitive facilities. The study does not identify the proposed Woodbury mall as potential com- petition, nor could it be expected to, given the announcement of the plans for the Woodbury facility were made only recently. However, given the size of the proposed Woodbury mall and the proximity of its location to the Woodland Lakes site, to ignore it would be wrong. The Woodbury pro- ject, if developed, would encroach significantly on Woodland Lakes primary market area. Retail Sales Potential - A large part of the report is spent defining socio - economic trends and then retail sales volume, suggesting about $550,000,000 in retail sales potential within the primary trade area. It does disaggregate the potential among the various type of retailing to demonstrate, for example, that the purchasing power for restaurants is $72,000,000 versus $2,320,000 for variety stores. -4- 1 While these are impressive statistics, these are demand side figures exclusively. These simply state that the 142,000 people who reside in the primary trade will probably spend $550,000,000 for retail goods in 1987 ' (about $3,900 per person). What the research does not at all address is the supply side of the equation. What is the dollar volume of retail sales already being provided within the primary trade area? This fact is essential to properly understanding the likely impact of the mall on the economy. It is one thing to say there exists $550,000,000 in demand and only $300,000,000 in existing supply. It is quite another to say that current retailers are selling $650,000,000 in goods. The former scenario indica- tes tremendous opportunities for additional stores, while the latter implies an operation of the magnitude being proposed will certainly cause other stores to fail if the mall is successful. According to one source, Sales & Marketing Management's Survey of Buying Power, there was an esti- mated $690 million in retail sales in the two - county primary trade area, suggesting something similar to the latter scenario. If we are to truly understand the potential impact, the "supply" side of the equation needs to be determined. Having omitted this critical element in their market research weakens its veracity. There are other comments that could be made that are tangential to this, such as: 1. No correlation between locational supply and demand; 2. No analysis of "supply" conditions within the retail category they are defining as the mall's orientation (i.e. "shopping goods "). rTrade Area Definition - We question the definition of the trade area for the proposed mall. We agree that the primary trade area should include -5- Part of the rationale for the project's success is that it can /will cap- ture people on their way into the Twin Cities. This implies the mall is not a destination point, but rather a "distraction ". Stillwater is the gateway to the Twin Cities area for pepole from northern St. Croix County and Polk County, Wisconsin, for example, and the mall will be able to cap- ture a large share of trade from residents of that area. However, to expect people in the southern portion of the trade area to "detour" approximately five miles on their way to another destination is largely unrealistic. It goes against human nature. Therefore, the trade area -6- Washington County and St. Croix County, Wisconsin, except that a high rate of penetration of the area south of 1 -94 in Washington County is not likely. The population of Washington County south of I -94 was 46,900 per- ' sons, according to April 1, 1985, estimates from the Metropolitan Council. This is about 37.6 percent of the County's total population. Additionally, there will probably not be penetration in communities in western Washington County (such as Oakdale), because they are closer to the more densely developed St. Paul area and have established centers closer by. Thus, perhaps as much as 50 percent of Washington County's population does i not legitimately belong in the primary trade area. The bulk of sales at the proposed mall would likely be made to residents of the greater Stillwater area, northern and eastern Washington County, and in Wisconsin. The map on page 45 of the report shows the primary and secondary trade areas extending well south of I -94 in Wisconsin, and we question including these areas. Persons traveling to Minnesota from any distance in the Wisconsin portion of the trade area south of a line from Baldwin to Bloomer are likely to use I -94. Part of the rationale for the project's success is that it can /will cap- ture people on their way into the Twin Cities. This implies the mall is not a destination point, but rather a "distraction ". Stillwater is the gateway to the Twin Cities area for pepole from northern St. Croix County and Polk County, Wisconsin, for example, and the mall will be able to cap- ture a large share of trade from residents of that area. However, to expect people in the southern portion of the trade area to "detour" approximately five miles on their way to another destination is largely unrealistic. It goes against human nature. Therefore, the trade area -6- boundaries should be adjusted to the north where travelers are more likely to go to Stillwater as a destination or go through Stillwater on their way to the Twin Cities. ' The Cub Foods Store is a major magnet � g et for persons living in the antici- pated primary and secondary trade areas of the proposed mall. The pre- sence of Cub close by can be expected to help the Woodland Lakes mall, just as it is presently helping St. Croix Mall and other businesses in the community. Stillwater, and especially the downtown area, is a destination for many people because of its location on the river, its historic image, and the offerings downtown (e.g., restaurants, shops). These factors (Cub and downtown) tend to extend the trade area farther than it might other- ` wise go, but we feel that the previously - mentioned factors outweigh the extra drawing power and that the trade area is overestimated. Peripheral Development - Perhaps the final criticism would be that the ' market research ignores the market potential for the "satelite" sites of the overall development. Doing so indicates the current developers have no desire to develop these on their own (i.e., they'll sell these sites to 1 those who wish to build on them) or their plans for the foreseeable future do not include such developments. Either scenario suggests that the jactive use of these remote sites is quite a few years into the future. Consequently, these sites for which office development has been targeted appear to pose no immediate threat to the office space in the CBD. Conclusions Despite the problems we have identified, we feel that the market research provides sufficient justification for added retail space in the Stillwater community, currently and for the foreseeable future. The Stillwater Area is growing as a retail hub. There was 85.8 percent growth in retail sales, unad- justed for inflation, between 1980 and 1984 in the Stillwater Area, according to the Minnesota Department of Revenue. Also, the Stillwater Area, including Bayport, Oak Park Heights, and Lake Elmo, has had an increasing share of all retail sales in Washington County from 1980 to 1984. In 1980, the Stillwater Area had 32.5 percent of the County's total retail sales, and in 1984 it had 37.5 percent of the County total. The market is expanding as well, as demonstrated by population trends and pro- jections. However, we foresee a smaller overall trade area and, therefore, a smaller population /household base from which to draw. In our opinion, the primary trade area would be that portion of Washington County north of I -94 and St. Croix County, WI. The secondary trade area would be a portion of Washington County south of I -94, plus Barron, Dunn, Pierce, and Polk Counties in Wisconsin. e The market analysis recommends a range of retail square footages that can be supported in the Stillwater community based on sales potential which, in turn, was based on the larger trade area. Because we feel the trade area is over- tstated, and for other reasons, we feel that the research's recommended range of retail space which can be supported (365,000 to 408,000 square feet) is considerably higher than the amount which can actually be supported. It is worth noting that there are two other major retail developments planned in the immediate Stillwater Area. These are the expansion of the St. Croix ' Mall (approximately 130,000 square feet) and the conversion of the former Cub Foods store to a multi -store retail center (approximately 80,000 square feet). These developments are not yet a reality, but it would appear that the market -8- Iforces are working and that current and short -term projected needs are ' apparently on the way to being met. However, the proposed St. Croix Mall and former Cub store developments may not have the drawing power of the proposed Woodland Lakes development. ' In summary, we agree with the basic findings of the market analysis: that a sizeable amount of new retail space can be supported in the Stillwater com- munity. However, we feel that the amount of new space that can be supported is considerably less than the amount of space proposed in the Woodland Lakes developed. IIII. Review of Other Studies Summary of Findings It is useful to look at the results of other research on the impacts of ' shopping centers on communities and their downtowns. The results of three recent studies are summarized below: jTitle - The Impact of Shopping Centers on the Downtowns of Rural Communities ' Authors - Robert A. Chase and Glen C. Pulver, University of Wisconsin Extension Date - December, 1981 jApproach - This study evaluates the economic impacts of shopping centers on the downtown of 12 rural Wisconsin communities (population 2,500 - 15,000). The authors analyzed secondary data to determine: 1) whether shopping centers were located in communities with growing markets (it is assumed that the impact will be less in communities with growing markets), and 2) whether the shopping centers expanded the communities' ability to icapture growing markets. A survey of 326 businesses in the twelve com- munities was conducted to determine specific effects of shopping centers -9- on downtowns. The authors acknowledge possible limitations of the study are the relatively small number of communities analyzed and the short time period analyzed (1 -6 years between 1972 and 1977). Key Findings - The authors conclude that "shopping center development has a substantial effect on downtown businesses." More specifically, they provide the following conclusions. - The presence of a shopping center does not assure a community that it will capture its potential retail market. Smaller communities appear to be losing retail customers to their larger urban neighbors. - A shopping center's ability to attract customers depends upon the types of stores it contains. In some trade categories, shopping centers may help a community realize its trade potential, but in other categories, they merely introduce more competition for a sta- tic market. - The number of downtown retailers remains about the same after a shopping center is built. - A large majority of downtown merchants who rented their space had their rental payments decline (in real terms) after the opening of the shopping center. - More than sixty percent of merchants responding to the survey per- ceived the new shopping center as increasing business competition. Over half reported relatively constant (43 percent) or declining (9 percent) gross sales since the center's opening. However, these figures were not adjusted for inflation. - More than two- thirds of responding merchants indicated that the shopping center either had a positive effect or no effect whatsoever on their business. - Two - thirds of downtown merchants changed store policy, merchandising strategy, or remodeled facilities as a direct result of increased competition from the shopping center. Individual responses were more common than cooperative actions. - The more frequently negatively affected lines of business were general merchandise, apparel and accessories, furniture and fur- nishings, and miscellaneous retail. Title - An Economic Analysis of the Effects of Shopping Centers on the Downtowns of Cities in Wisconsin and Iowa -10- Date - June, 1982 Approach - This report examines retail sales patterns of downtown shopping districts, and shopping centers in sixty medium -sized cities (mostly ranging from 10,000 - 90,000 population and with a minimum trade area of 40,000) in Montana, South Dakota, North Dakota, Nebraska, Iowa, Minnesota, -11- Authors - G.C. Pulver, K.E. Stone, and R.A. Chase, North Central Regional Center for Rural Development Date - NA Approach - This study looked at six Iowa cities with shopping centers and 24 outlying villages. Three of the Iowa cities had populations in the 7,500 - 10,000 range and the other three were between 25,000 and 30,000 people. The study followed an approach similar to the Wisconsin study. Key Findings - In general, the findings are consistent with the Wisconsin study. ' - All six Iowa cities experienced real growth in retail sales after their shopping centers opened, but "trade -area capture" actually ' decreased in two of the six. - About 27 percent of the merchants surveyed said they were negatively affected by increased competition from the new center, while 22 per- ' cent said they had been affected positively. The downtowns of the larger cities were more likely to be negatively affected. - Nearly 97 percent of the downtown stores added merchandise lines and ' 60 percent modernized their stores as a direct result of increased competition. Roughly 40 percent increased their advertising. However, very few Iowa or Wisconsin downtown stores increased the hours they are open (7 and 3 percent, respectively). 1 Title - Shopping Centers and Medium -Sized Cities: The Upper Midwest Experience Authors - Joan Finch, Upper Midwest Council Date - June, 1982 Approach - This report examines retail sales patterns of downtown shopping districts, and shopping centers in sixty medium -sized cities (mostly ranging from 10,000 - 90,000 population and with a minimum trade area of 40,000) in Montana, South Dakota, North Dakota, Nebraska, Iowa, Minnesota, -11- e Wisconsin, and Upper Michigan. Four periods were analyzed: 1960's the Y , ' early 1970's, late 1970's, and past 1979. - Downtown merchants differ from their shopping center counterparts in several respects: 1. Downtowns have more activity in furniture and home furnish- ings and less in apparel and accessories. 2. Downtown businesses are often older, less likely to be branch or franchise operations, and more likely to be single - proprietorships or family -run operations. - In cities with shopping centers opening between 1967 and 1977, there was greater improvement in sales capture in general merchan- dise, apparel and accessories, and furniture and home furnishing categories than in cities without new development. - Shopping center stores have considerably higher median gross retail sales and sales per square foot than downtown stores. However, in the eastern sub - region, which includes Minnesota, shopping center establishments tend to have lower gross -sales levels than the region as a whole. Applications to Stillwater It is impossible to apply the results of these three studies to draw specific deductions about the effects of the proposed Woodland Lakes Center on downtown Stillwater. However, these studies provide an indication of what might happen in Stillwater if the new mall is built. A growing market appears to be a primary consideration. If the community's trade area is growing and will continue to grow, the downtown is less likely -12- Key Findings - This study concludes that, in general, the effect of shopping center development on retail sales in downtown shopping districts ' appears to be negative, but usually only for the short term. The longer that shopping center competition is present, the greater the downtown's median sales foot per square of retail space. Other findings include the following: - Downtown merchants differ from their shopping center counterparts in several respects: 1. Downtowns have more activity in furniture and home furnish- ings and less in apparel and accessories. 2. Downtown businesses are often older, less likely to be branch or franchise operations, and more likely to be single - proprietorships or family -run operations. - In cities with shopping centers opening between 1967 and 1977, there was greater improvement in sales capture in general merchan- dise, apparel and accessories, and furniture and home furnishing categories than in cities without new development. - Shopping center stores have considerably higher median gross retail sales and sales per square foot than downtown stores. However, in the eastern sub - region, which includes Minnesota, shopping center establishments tend to have lower gross -sales levels than the region as a whole. Applications to Stillwater It is impossible to apply the results of these three studies to draw specific deductions about the effects of the proposed Woodland Lakes Center on downtown Stillwater. However, these studies provide an indication of what might happen in Stillwater if the new mall is built. A growing market appears to be a primary consideration. If the community's trade area is growing and will continue to grow, the downtown is less likely -12- to be negatively impacted by a new shopping mall. Stillwater's trade area is growing and is expected to continue to grow in the future, although we have already stated that we feel the anticipated trade area for the Woodland Lakes development is overstated. Although a growing market is necessary for both a downtown area and a shopping mall to prosper in the long term, a growing market does not assure Stillwater that it will be able to capture its potential market. The Wisconsin study showed that smaller communities appear to be losing retail customers to their larger urban neighbors. Stillwater's proximity to the Twin Cities, and numerous competitive shopping areas, would make a prediction of a higher cap- ture rate more risky. As expected, there is also a correlation between the types of stores in a shopping center and the ability to attract customers. This remains a major unknown in the Woodland Lakes development. If the Wisconsin study's findings hold true in Stillwater, we can expect little, if any, change in the number of stores downtown. According to one source, there were 94 retailers in downtown in 1985, up from 77 such establishments in 1980 and 59 in 1975. While the number of stores may stay about the same, the studies say other changes can be expected. Rental rates may decline for downtown retail space. This decline in a key fixed cost could help merchants who rent to remain pro- fitable or at least to remain in operation. It could also tend to deflate property values for rental properties downtown as revenue generating abilities diminish. There are likely to be changes made by merchants in merchandising strategy, store -front or interior improvements, or increased advertising. -13- Downtown Stillwater already has at least two groups in place to identify necessary changes and to coordinate changes among downtown merchants (i.e., the Downtown Council and the newly formed Economic Development Corporation). The benefits of merchants acting jointly are obvious, as in a mall setting, but there is likely to be a strong urge among merchants to act individually. The studies show that general merchandise, apparel and accessories, and miscellaneous retail are more likely to be affected by the shopping mall. Apparel and accessory stores and miscellaneous retail establishments are important in downtown Stillwater, and they are analyzed in another section of this report. General merchandise retailing is not present in downtown Stillwater, but is present in the St. Croix Mall development. IV. Inventory of Existing Activities Description of Downtown For the purposes of this study, the downtown area of Stillwater has been defined as the area within the boundary on Map 1. The downtown includes all or parts of nineteen city blocks and a total land area of roughly sixty acres. There is a wide variety of economic activities occurring in Stillwater's down- town. A survey conducted in April, 1986, identified 192 employers with 1,300 workers downtown Stillwater. Downtown employers represent approximately 34 percent of all employers in Stillwater and 23 percent of all employers in the Stillwater Area (includes Stillwater, Bayport, Oak Park Heights, Lake Elmo, and the townships of Stillwater, Grant, and Baytown). In terms of employment, about one -fifth of all jobs in Stillwater are in the downtown area. ' Table 1 presents a breakdown of the number of employers and employees by Standard Industrial Classification (SIC) division. Retail trade has both more -14- employers (90) and more employees (676) than any other category of activity present in downtown Stillwater. There are 51 employers with 212 employees in the "Services" category. Services includes a broad array of activities including personal services (e.g., laundries, barbers), business services, repair services, health services, and professional services. Although "Finance, Insurance and Real Estate" (FIRE) has far fewer establishments than Services, it has considerably more employees (260). Retail Trade, Service, and FIRE together account for more than 85 percent of downtown establishments and employment. However, downtown Stillwater is home to 26 employers within the broad categories of Construction, Manufacturing, Transportation, Communication and Public Utilities, and Wholesale Trade. Table 1 Dowtown Stillwater Number of By Major Category 1986 SIC Description 15 -17 Construction 20 -39 Manufacturing 40 -49 Transportation, Communi- cation & Public Utilities 50 -51 Wholesale Trade 52 -59 Retail Trade 60 -67 Finance, Insurance & Real Estate 70 -89 Services ALL ACTIVITIES Number of Employers Number of Employees 5 26 9 103 -15- 4 24 8 23 90 676 25 260 51 212 192 1,324 Retail Trade Because of the significance of Retail Trade as an economic activity in down- town Stillwater, the distribution of retail establishments and employment by 2 -digit SIC is provided in Table 2. Almost half (47 percent) of the retail establishments in downtown Stillwater are in the Miscellaneous Retail category (SIC 59). Miscellaneous Retail includes a variety of stores which do not readily fit in with another retail category. For example, Miscellaneous Retail includes drug stores, liquor stores, florists, newsstands, sporting good stores, book stores, jewelry stores, and other "specialty" stores, many of which sell "shopping goods" (for which comparison shopping is important). Miscellaneous Retail stores are typically small (in terms of floor space, number of employees, and gross sales). In downtown Stillwater, the average Miscellaneous Retail Store has 2.5 employees. Collectively, Miscellaneous Retail employs about sixteen percent of all retail employees in downtown Stillwater. Table 2 Downtown Stillwater Retail Establishments and Employment 1986 SIC Description 52 Building Material & Garden Supplies 54 Food Stores 55 Automotive Dealers & Service Stations 56 Apparel & Accessory Stores 57 Furniture & Home Furnishings 58 Eating & Drinking Places 59 Miscellaneous Retail ALL RETAIL Number of Establishments -16- 4 12 6 15 42 Number of Employees 88 115 15 49 26 277 106 90 676 There is some evidence that downtown Stillwater has more Miscellaneous Retail activity than might be expected in a "typical" downtown. Roughly one -third of total Miscellaneous Retail employment is in establishments in the downtown area. By comparison, downtown has about one - fourth of all retail employment in the Stillwater Area. Much of the Miscellaneous Retail activity in downtown Stillwater is oriented to "tourists" or visitors to Stillwater from outside the immediate area. Miscellaneous Retail in the downtown area is particularly dominated by antique stores, gift shops, and toy stores. The largest retail category in terms of employment is Eating & Drinking Places with 277 employees (15 establishments). Eating & Drinking Places as a cate- gory includes all restaurants and bars which prepare food and drink primarily for consumption on the premises. There is considerable variety among Eating & Drinking Places in downtown Stillwater in terms of type of establishment, size, bill of fare, price orientation, etc. As with Miscellaneous Retail, there is more activity in Eating & Drinking Places in downtown than might otherwise be expected, and a large portion of the market for downtown Eating & Drinking Places is outside of the Stillwater Area. In terms of number of establishments, the third ranked retail category is Apparel & Accessory Stores (12 establishments). However, this category repre- sents only about seven percent of all retail employment in downtown Stillwater, and the average store has about four employees. There is a strong orientation to women's apparel and accessories. There is not a store spe- cializing in men's /boy's clothing, and there is only one shoe store. Apparel & Accessory Stores are a major attraction of downtown Stillwater, serving both local and "tourist" markets. -17- downtown Stillwater. Few shopping centers are developed without one or more department stores as anchors because of their ability to attract shoppers. Downtown Stillwater's retail mix includes a relatively small number of Apparel and Accessory stores. Typically, 30 -40 percent of gross leaseable space in a regional shopping mall is devoted to Apparel and Accessory stores. Apparel and Accessory stores are important attractions in downtown Stillwater, but the "underrepresentation" within this category places downtown at a relative disadvantage in competing with planned shopping centers. The mix of economic activities in downtown Stillwater also causes some problems. For example, manufacturing and wholesale trade activities are not always compatible with Retail Trade, FIRE, and Service uses in the downtown area. Resulting land use conflicts (e.g., increased truck traffic, outdoor storage, noise, etc.) may detract from the drawing power of the downtown. Again, to compare the downtown area to a modern shopping center, such centers are generally developed as a "planned unit" and uses which are incompatible with retailing are not permitted. At the same time, the mixture and number of ' activities in the downtown area means a larger daytime population in the central business district. Employees in an office setting (e.g., Cub Foods home office) are able to shop during lunch hour or after work. ' V. Trend Analysis ' The purpose of the trend analysis is to determine what changes have taken place during the past 15 -20 years in the community. In particular, the com- mercial mix in the downtown area is analyzed. Based on data which document past trends, as well as information and insights from merchant interviews, ' projections of future activity in the downtown can be made. ' -19- 1 1 1 1 1 1 1 1 1 1 1 1 1 1 Retail Trade Retail in Stillwater, as measured by volume of sales, has grown steadily during the past 20 years. According to the Census of Retail Trade, total retail sales in Stillwater was approximately $21.2 million. In 1982, total retail sales volume was $104.2 million (see Table 3). The Census data inci- date that Stillwater's share of Washington County's total sales declined bet- ween 1967 and 1982. However, since there is a large amount of retail activity in Oak Park Heights, Stillwater and Oak Park Heights should be considered one trade center. The Census doesn't provide retail trade figures for Oak Park Heights before 1982. The Minnesota Department of Revenue's retail trade figures for Stillwater include data for Oak Park Heights. Retail sales figures for Stillwater -Oak Park Heights for 1980 -1984 are presented in Table 4. These statistics show that Stillwater -Oak Park Heights, as a trade center, is gaining a larger share of Washington County's total retail trade. Table 3 Total Retail Sales (in thousands) 1967 -1982 Source: Census of Retail Trade, for years noted. -20- Percent 1967 1972 1977 1982 Change Stillwater $21,204 $ 29,918 $ 53,174 $104,170 +391.3 Washington Co. 69,748 128,506 237,780 411,134 +489.5 Stillwater as a of County 30.4 23.3 22.4 25.3 -- Source: Census of Retail Trade, for years noted. -20- Stillwater & Oak Park Hts. Washington Co. Stillwater /OPH as % of County Table 4 Total Retail Sales (in thousands) 1980 -1984 1980 1812 1982 1983 $ 80,226 $114,729 271,408 332,537 29.6 34.5 1984 $128,450 $138,660 $150,328 377,692 414,051 436,319 34.0 33.5 34.5 Source: Minnesota Department of Revenue Percent Change 87.4 60.8 Neither the Census of Retail Trade nor the Minnesota Department of Revenue report retail statistics for separate shopping districts (e.g., downtown area) in small communities such as Stillwater. In fact, little in terms of hard data is available to analyze trends in downtown Stillwater. A major interest is the mix of economic activity, particularly retailing, in the downtown area. City directories were used to determine the number and type of activities in downtown Stillwater in 1970, 1975, 1980, and 1985. Retail Establishments Downtown As shown in Table 5, the total number of retail establishments in downtown Stillwater increased from 54 in 1970 to 94 in 1985 (74 percent increase). The total number of retail establishments in Stillwater, reported by the Census of Retail Trade was 119 in 1967 and 173 in 1982. So, in terms of number of establishments, downtown appears to be gaining a larger proportion of the com- munity total. There were very few vacant storefronts in downtown Stillwater in 1970. The majority of the growth in number of retailers did not come from new stores occupying vacant retail space, but rather from conversion of space. -21- 1 1 This included conversion of non- retailing space (e.g., NSP building to Brick ' Alley and the railroad freight building to The Freighthouse Restaurant) and conversion of retail space occupied by individual stores to house a number of smaller shops (e.g., Ben Franklin to Main Street Square). summarized below: Building Materials, etc. This category includes lumber yards, paint, glass and wallpaper stores, hardware stores, garden stores, and related retailing. Within this cate- gory, the trend has been to fewer establishments. Notable changes include the loss of a lumber yard and a hardware store. Within the Stillwater -Oak Park Heights area as a whole, there has been a decrease in the number of stores in this category. General Merchandise General merchandise primarily includes department stores and variety stores. In 1970, there were five establishments in this category (two department stores, two variety stores, and a Sears mail -order outlet). There is some question as to whether the two department stores ( Kolliner's and Janda's) were, in fact, true department stores. Kolliner's is still located on Main Street and Martin's has replaced Janda's, but both belong in the Apparel category. Both variety stores and Sears are gone. Food stores include grocery stores, as well as "specialty" stores such as meat markets, bakeries, etc. While there was no net change in the number of stores in this category, there was a significant change in the mix of -22- There have been some very interesting changes in the number of establishments by 2 -digit SIC within retailing (eight major categories). These changes are summarized below: Building Materials, etc. This category includes lumber yards, paint, glass and wallpaper stores, hardware stores, garden stores, and related retailing. Within this cate- gory, the trend has been to fewer establishments. Notable changes include the loss of a lumber yard and a hardware store. Within the Stillwater -Oak Park Heights area as a whole, there has been a decrease in the number of stores in this category. General Merchandise General merchandise primarily includes department stores and variety stores. In 1970, there were five establishments in this category (two department stores, two variety stores, and a Sears mail -order outlet). There is some question as to whether the two department stores ( Kolliner's and Janda's) were, in fact, true department stores. Kolliner's is still located on Main Street and Martin's has replaced Janda's, but both belong in the Apparel category. Both variety stores and Sears are gone. Food stores include grocery stores, as well as "specialty" stores such as meat markets, bakeries, etc. While there was no net change in the number of stores in this category, there was a significant change in the mix of -22- 1 stores. For example, in 1970, there were three bakeries and in 1985 there was one. In general, there has been a trend to smaller specialty food stores. Table 5 Number of Retail Establishments By 2 -Digit SIC Downtown Stillwater 1970 -1985 Source: Stillwater City Directory, for years noted JMA Inc. Automotive, etc. This category includes auto dealers, service stations, auto supplies, etc. The trend has been to fewer automotive - related retailers in downtown Stillwater. The two biggest declines are in the number of gasoline ser- vice stations and auto dealers. Apparel & Accessories There was a net gain of apparel and accessories establishments downtown -23- SIC Description 52 Building Materials, etc. 1975 53 General Merchandise Change 54 Food Stores 5 2 (5) 5 55 Automotive, etc. 2 56 Apparel & Accessories 3 57 Furniture & Furnishings -- 58 Eating & Drinking 3 59 Miscellaneous Retail 4 4 6 9 +5 ALL RETAIL Source: Stillwater City Directory, for years noted JMA Inc. Automotive, etc. This category includes auto dealers, service stations, auto supplies, etc. The trend has been to fewer automotive - related retailers in downtown Stillwater. The two biggest declines are in the number of gasoline ser- vice stations and auto dealers. Apparel & Accessories There was a net gain of apparel and accessories establishments downtown -23- Net 1970 1975 1980 1985 Change 7 5 5 2 (5) 5 6 4 2 (3) 8 3 5 8 -- 6 8 3 3 (3) 4 4 6 9 +5 3 3 5 4 +1 8 12 13 16 +8 13 18 36 50 +37 54 59 77 94 +40 Source: Stillwater City Directory, for years noted JMA Inc. Automotive, etc. This category includes auto dealers, service stations, auto supplies, etc. The trend has been to fewer automotive - related retailers in downtown Stillwater. The two biggest declines are in the number of gasoline ser- vice stations and auto dealers. Apparel & Accessories There was a net gain of apparel and accessories establishments downtown -23- 1 between 1970 and 1980. Most of the increase has been in women's apparel and "specialty" apparel (e.g., sweaters). Eating & Drinking Places The number of eating and drinking places downtown doubled between 1970 and 1985. In 1970, the mix of eating and drinking places was dominated by taverns and cafes (presumably oriented to the local market). In 1970, Vittorio's was the largest restaurant downtown, but by 1985 there were several "large" restaurants, (Freight House, Esteban's) along with a number of smaller cafes /grilles added during the late 1970's and early 1980's primarily to serve the tourist market. Miscellaneous Retail The most dramatic change in retailing in downtown Stillwater has been in the proportion of activity in the miscellaneous retail category. There was almost a four -fold increase in the number of miscellaneous retail establishments located downtown between 1970 and 1985. For the most part, the same basic miscellaneous retail activities in the downtown area in 1970 were still there in 1985 (e.g., drug stores, sporting goods, liquor store, office supplies, jewelry). Since 1970, there have been new establishments in some of these "basic" activities (e.g., jewelry, sporting goods), but most of the new establishments have come in activities which were relatively minor or were non - existent in downtown in 1970. Most notable are the gains in the number of antique stores, gift shops, and miscellaneous shopping goods. In summary, retailing in downtown Stillwater has undergone a major transfor- mation since 1970. Information on the volume of retail sales dontown is not -24- available, but the number and type of stores has changed significantly. The downtown has lost some of its larger stores, but the space they occupied has been filled in with smaller stores. The phenomenon is not unique to Stillwater. The conversion of large vacant retail space to "mini- malls" or specialty centers is occurring in many established shopping disricts through- out the country. There has also been a conversion of a significant amount of non - retail space to retailing. The total amount of retail space increased by an estimated ten percent, while the number of stores increased by 74 percent. Miscellaneous retail stores accounted for almost all of the net increase in retail establishments. There was a significant growth in the number of eating and drinking places and apparel and accessory stores. The growth in these activities, combined with declines in most other activities has changed the face of downtown Stillwater. Downtown Stillwater is clearly serving two overlapping markets: a local market (perhaps a five -mile radius of downtown) and a visitor or tourist market (which is highly seasonal). This trend has coincided with a tremendous increase in retail activity along the Highway 36 corridor. This is expected to continue, although perhaps at a slower pace than by turnover in stores, changing merchandising policies, etc.) is likely as downtown Stillwater competes with tourist retail districts in other cities and as the local market increase its spending at Highway 36 establishments and elsewhere. The retailers on Highway 36 have established themselves as serving the general community market, and the retailers downtown are establishing themselves as serving a market which predominantly comes from outside the immediate com- munity. This crystallization of market patterns can be expected to result in the closing or relocation of some of the basic retailers (including hardware, -25- available, but the number and type of stores has changed significantly. The g downtown has lost some of its larger stores, but the space they occupied has been filled in with smaller stores. The phenomenon is not unique to Stillwater. The conversion of large vacant retail space to "mini- malls" or specialty centers is occurring in many established shopping disricts through- ( out the country. There has also been a conversion of a significant amount of non- retail space to retailing. The total amount of retail space increased by an estimated ten percent, while the number of stores increased by 74 percent. Miscellaneous retail stores accounted for almost all of the net increase in retail establishments. There was a significant growth in the number of eating and drinking places and apparel and accessory stores. The growth in these activities, combined with declines in most other activities has changed the face of downtown Stillwater. Downtown Stillwater is clearly serving two overlapping markets: a local market (perhaps a five -mile radius of downtown) and a visitor or tourist market (which is highly seasonal). This trend has coincided with a tremendous increase in retail activity along the Highway 36 corridor. This is expected to continue, although perhaps at a slower pace than by turnover in stores, changing merchandising policies, etc.) is likely as downtown Stillwater competes with tourist retail districts in other cities and as the local market increases its spending at Highway 36 establishments and elsewhere. The retailers on Highway 36 have established themselves as serving the general community market, and the retailers downtown are establishing themselves as serving a market which predominantly comes from outside the immediate com- munity. This crystallization of market patterns can be expected to result in the closing or relocation of some of the basic retailers (including hardware, -25- furniture, drugs, food) now operating in downtown Stillwater, even if the P ro- posed Woodland Lakes shopping mall is not built. It has been and will con- tinue to be increasingly difficult for these "cornerstones" of downtown Stillwater retailing to attract the number of people downtown necessary to be profitable. Non - Retail Establishments Downtown Stillwater is a diversified economic center, not just a retail trade district. There is a wide variety of non - retail establishments in the downtown covering a broad range of economic activities. Table 6 pre- sents the distribution of non - retail establishments in downtown by major category of economic activity. The number of non - retail establishments increased between 1970 and 1985, but the increase was considerably smaller than that exhibited by retail establishments. The most notable trends are summarized below: 1. A 75 percent increase in the number of manufacturing establish- ments downtown (from 8 to 14). Manufacturing activity is charac- terized by small operations dispersed through the downtown area. 2. A dramatic decline in the number of Transportation, Communication and Public Utilities operations. Two large buildings housing such establishments in 1970 were converted to retail use during the 1970's (Freight House and Brick Alley). 3. A slight decline in Finance, Insurance and Real Estate establish- ments between 1970 and 1985. Although there was a 50 percent increase in such establishments during the 1970's, there was a significant decline during the early 1980's. 4. A significant increase in the number of service establishments (from 47 in 1970 to 71 in 1980). There were declines in personal services establishments (e.g., beauty /barber shops, laundries) and health services and increases in legal services, social services, and miscellaneous services. 5. A 50 percent decline in the number of wholesale establishments (including bulk storage, warehousing, etc.). -26- Table 6 Downtown Stillwater Non - Retail Establishments By Major Category 1970 -1985 The downtown area remains strong in activities which complement retailing (e.g., services and finance, insurance and real estate). Trends in the number of non - retail establishments show a movement to a more "consumer - oriented" downtown (fewer wholesale, transportation /utility activities). This suggests an improved land use pattern downtown, as well. However, there has been an increase in the number of manufacturing activities down- town. This helps to keep the downtown's daytime population up (which may help retailers), but may also cause problems (e.g., truck traffic, noise, parking problems) which may detract from the downtown's shopping atmosphere. -27- Net SIC Description 1970 1975 1980 1985 Change 15 -17 Construction 1 1 2 4 3 20 -39 Manufacturing 8 13 9 14 6 40 -49 Trans. Comm. & Public Utilities 14 10 10 4 (10) 50 -51 Wholesale Trade 12 9 5 6 (6) 60 -67 Finance, Insurance & Real Estate 14 15 21 12 (2) 70 -89 Services 47 45 39 71 24 - -- Other (includes non - classifiable) 5 4 2 3 (2) All Non - Retail 101 97 88 114 13 Source: City Directory, for years noted JMA Inc. The downtown area remains strong in activities which complement retailing (e.g., services and finance, insurance and real estate). Trends in the number of non - retail establishments show a movement to a more "consumer - oriented" downtown (fewer wholesale, transportation /utility activities). This suggests an improved land use pattern downtown, as well. However, there has been an increase in the number of manufacturing activities down- town. This helps to keep the downtown's daytime population up (which may help retailers), but may also cause problems (e.g., truck traffic, noise, parking problems) which may detract from the downtown's shopping atmosphere. -27- IVI. Activities Likely To Be Impacted Introduction The process of identifying activities in the Stillwater economy that are, or potentially could be overdeveloped, is summarized in this sector. This pro- cess consists of two steps. The first looks at those activities which exceed expected levels of employment based upon national standards of economic per- formance while the second defines activities at or near saturation levels based upon regional standards. Both techniques, while having their own unique limitations, enable a fairly y concise conclusion as to what economic activities would be most vulnerable to corrective reductions should an expansion /new location of these activities occur. Since the primary need for Stillwater is to understand the likely impact of the Woodland Lakes development, the majority of the analysis will concentrate on specifying what retailing activities are most vulnerable due to their "saturated" market condition. National Standards A comparison of the Stillwater economy to the national economy is done uti- lizing employment statistics. These are perhaps the best data available for such comparisons given the preferred alternative, income data, are difficult to generate and control. Therefore, employment has become an accepted proxy for income. The technique utilized to facilitate the comparison between Stillwater and the nation is Economic Base Analysis. This technique sets the national distribu- tion of employment among all of the types of activities as the standard of performance. Stillwater's distribution of employment in these same activities is then calculated and compared to the national pattern. Where differences -28- I exist, the City either has proportionately more employees than would be "expected" or proportionately fewer. In the former instance, the community is said to "export" the good or service since local market conditions could not be expected to support such levels of employment. In the latter case, Stillwater is said to "import" the product or service since the local market has not responded to local demand conditions forcing people to procure the good or service from other communities. It is especially the concept of the export characteristics of the retail industry of Stillwater that is of most importance. If, for example, the Woodland Lakes development were to propose an activity that is already an "export" dependent activity, then the additional activity will require that all the stores within the overall activity become more dependent upon non - local sales for their economic survival. While this is typically done, there is obviously a limit to how extensive the penetration into the larger market can be. Hence, they become, in total, more vulnerable to contraction. For definitional purposes, the analysis was done on the Stillwater Area including Bayport, Lake Elmo, and Oak Park Heights. Therefore, the derivation of export activities encompasses those activities that depend on a relatively higher degree on sales to people beyond the greater Stillwater area. According to the data, the Stillwater Area has 133 different employment groups as defined by using the 3 -digit Standard Industrial Classification System. These 133 groups represent about 700 different firms and just over 11,600 in employment. For an area of the Stillwater area's size and location with respect to a major metropolitan area, the local economy is quite diverse. Perhaps even more diverse than would be expected given that the closer an area -29- is to a major urban center, the fewer the types of activities they can be com- petitive with. This could indicate that Stillwater is yet a free standing relativly self- sufficient economy. The dominant employers in the area are Andersen, State government, County government, Cub Foods, Medical facilities, and the school systems. Really, apart from Andersen, the area does not have a high concentration of employment in any one or two industries. This, too, reflects on the diversity of the local economy which should enhance its overall stability /performance throughout the economic cycles beyond the influence of Andersen (which is understandably sizeable). Of the 133 groups of economic activity, 52 of them are considered "export" in that the percentage of local employment that they represent exceed the com- parable percentage represented by these activities on the national level. For these 52 industry groups, the local demand /market conditions could not justify the levels of employment that they possess in the Stillwater area. Some of these industries, such as manufacturing, are obvious examples of exporting industries that ship their product to these non -local or distant markets. Other industries, like the medical facilities, reflect situations where the "customer" must come to them, where the "export" depends upon the market coming to the community. Obviously, the ability for the former group to expand its market size is con- siderably greater than the ability of the second group to expand theirs. For this reason, further expansion of the latter types of activities places the entire group in the position of having to draw larger and larger market segments into the community. Since travel costs, competitive locations, and -30- price all serve to limit the market size of a community, oo much expansion of � ex P an export industry will usually require a corresponding contraction within the same industry to occur. Given that the proposed development is predicated upon drawing people to Stillwater and is to be largely retail, the remainder of the analysis will focus solely on the Stillwater area retail -based economy. In the Stillwater area, there are 30 retailing groups present. This repre- sents about 23% of all the industry groups represented in the area's economy. Similarly, these activities account for 23% of the area's total employment. Consequently, retailing is a major force in the local economy. However, retail industries are normally perceived as local support activities. The stores, restaurants, etc. are normally perceived to support the residents who work at the manufacturing plants in the area. They are considered secon- dary sources of income to an economy vis -a -vis the primary sources of income available through the manufacturing, mining, and construction sectors. In the Stillwater area, this is not as true. Fourteen of the 30 retail groups are export oriented, i.e. depend on a market larger than the Stillwater area. Therefore, while retail activities account for 23% of all economic groups in the area, they also comprise 27% of the export industries. This higher con- centration of export versus total activity strongly implies that the Stillwater area is the retail trade center for the area which may or may not be of encouragement to the mall development. Also, the fact that 47% of all retail activity is dependent in some way on export (i.e. drawing customers to the area) suggests that the retail trade -31- sector is more dependent on outside traffic than the economy as a whole. While this statistic could reflect on issues such as better - than - average retail management in the area, it could also reflect on the amount of penetra- tion the area is obtaining. The greater the current level of penetration into the non -local market, the less likely it is that additional retail ventures will significantly improve the drawing power of the area. The following table lists the retail activities that are already dependent upon non -local markets for their viability. Table 7 Retail Activities that are Export Oriented, Stillwater Area Activity Percent Total Employment in Export Lumber and Building Materials 76.0% *Hardware Stores 57.4 Nurseries, Garden Supply 83.3 Grocery Stores 31.8 Fruit and Vegetable Stores 98.4 *Auto Supply Stores 51.2 Motorcycle Dealers 42.9 Small Engine Rec. Vehicles 92.8 *Miscellaneous Apparel Stores 87.9 Appliance Stores 59.1 *Eating & Drinking Places 11.4 *Liquor Stores 20.7 Antique Shops 86.8 *Miscellaneous Retail 49.4 *Possible mall tenants -32- The preceding table strongly suggests that many of these activities rely on q non -local demand for the majority of their sales /employment. Adding, there - ii fore, similar new operations in the proposed mall would most certainly indi- cate a resultant closure elsewhere. This may occur as a relocation from a downtown store into the mall or it may take the form of a new entrant into a market that cannot support one causing the failure of one. Either way, the area nets new investment and as well as another vacant store front. Where the vacancy occurs is a matter of judgement. But given that malls have packaged many of the perceived retailing /consumer advantages, albeit at a higher cost, it is most probable that the vacancies will occur in non -mall settings such as the downtown. Regional Standards It can be argued that to compare the performance of the Stillwater area eco- nomy with its high degree of commuting to the national economy which is nearly closed is somewhat improper leading, therefore, to somewhat inaccurate results. While the argument has merit, there is still more usefulness from such a comparison than uselessness. Nonetheless, to improve accuracy of the analysis, a technique of performance evaluation based upon "regional" standards was utilized. This technique acknowledges and incorporates the fact that smaller economic systems, like that of the Stillwater area, are limited in their development potential by five key constraints, none of which the community can alter to any significant degree. These constraints are: I. Population -33- 2. Income 3. Distance to Urban Centers 4. Transportation Linkages S. Unique Characteristics These comprise the factors of economic development that a community cannot control. They are autonomous to the economy and, therefore, do exert a very direct influence on the character, viability, and potential of the economy. Since these constraints can be readily quantified, the understanding of econo- mic performance potential is generated by attempting to duplicate these fac- tors in other communities within a specific geographic region. Doing so enables the Stillwater area to gauge its economy based upon the trends, characteristics, and patterns of like or similar economies. Where noticeable differences exist in this comparison is where special attention /analysis may need to be focused. With the primary purpose of this report to attempt to isolate sectors within the economy that are most vulnerable to the mall's development, the emphasis for this analytical tool will be, again, on the retail trade sector of the Stillwater area economy. After assessing the "constraints" of the Stillwater area economy, other areas in the region were studied to determine if the characteristics of the Stillwater area were shared. This process resulted in the selection of the four areas listed below. While they are presented by major community, the economic analysis also included the surrounding trade areas as well. -34- Regional Standard Communities Stillwater Hudson, WI Red Wing, MN Hastings, MN All of these communities represent relatively major concentrations of above average income residential development with a major urban center in close proximity along a highly travelled four lane highway. They are all, seemingly, constrained by similar factors. Consequently, these economies should be evolving in like fashion, generating a "regional standard" of econo- mic performance by which to evaluate Stillwater's economy. The definition of what actually comprises a "regional standard" is a statisti- cal definition that embodies the central tendency of like economies to evolve on an industry -by- industry basis. This permits a sensitivity to variations caused by such things as culture, differing State laws, and local leadership, thereby eliminating the expectation that all these economies should be identical. Yet, differences beyond the defined central tendencies of economic performance exhibited by these similar communities are things of special note. Either they signal areas of new investment opportunities for the Stillwater area (when Stillwater's employment is low when compared to the others') or they signal areas where the Stillwater area is developed well beyond what is reasonable given the performance of the other communities (i.e. they are "saturated "). Because the study is designed to isolate what activities locally are or may be vulnerable to the development of the proposed mall, the focus will be on the latter use of this technique. -35- Utilizing the employment data by the 3 -digit SIC referenced previously, the following activities in the Stillwater area have been identified as being at or near saturation given the dynamics exhibited in like economies. Table 8 Retail Trade Activities At or Near Saturation in Stillwater Market Activity Description Lumber and Building Materials Retail Nurseries, Lawn and Garden Stores *Department Stores Fruit and Vegetable Stores *Auto Supply Stores Small Engine Recreational Vehicle Dealers *Shoe Stores *Miscellaneous Apparel Stores *Eating and Drinking Places *Misc. Shopping Goods (Jewelry, Camera, Hobbies, Toys) Antique Shop *Miscellaneous Retail Stores *Possible mall tenants. Therefore, of the twelve retail trade activities isolated as being vulnerable to contraction if the mall were to open, seven of them are likely mall tenants. It is reasonable to suggest that such a development would, in time, cause the demise of similar providers elsewhere in the economy. The analysis suggests these activities could only "survive" if they could significantly -36- enlarge their trade areas and penetrate them at a higher level. This, of course, is likely but not to be counted upon. It is, too, interesting to note that Department Stores is also on the list of retail trade activities at or near saturation. In this particular instance, the Stillwater area would be considered "near" saturation. Its economic per- formance is above most of the other communities, but not so much so that it would be considered "overdeveloped ". Yet, it is included on the list because the announced location of Herbergers and the expansion of K -Mart, when reflected in the data, would push this activity above the range of employment expected, given market conditions. This strongly suggests that the proposed mall with three anchors in the department store activity would render the Stillwater economy considerably overdeveloped. While there is evidence to suggest that the anchor locations improve the market capture rates of all the anchors, the issue of concern is can a market area support five department stores where it could support only two in the past? For all of the activities listed in Table 8, the question is can the Stillwater economy expect to perform at levels well beyond what is sustainable in other locations under similar economic forces? In the short run the answer could be yes, but in the long run, the answer is no, it cannot. Summary and Conclusions Two different techniques were employed to assess the economic performance of the Stillwater area economy. Both techniques, while useful for many other pursuits, focused on identifying those activities in the Stillwater area that could not support much additional development when national and regional stan- dards of economic performance are considered. -37- Table 9 presents those activities that were identified as being at or near saturation on both lists (Tables 7 and 8). Comparing the two lists yields interesting parallels that suggest the Stillwater Area economy may not be able to support much additional development in the activities that are contained in Table 9. Table 9 Retail Trade Activities Exceeding National and Regional Standards Activity Lumber and Building Materials Nurseries and Garden Supply Stores Fruit and Vegetable Stores *Auto Supply Stores Small Engine Recreational Vehicles *Miscellaneous Apparel Stores *Eating and Drinking Stores Antique Shops *Miscellaneous Retail Stores * Possible mall tenants. There exists a rather high degree of similarity between these lists which should tend to justify the concern that there will be a negative impact asso- ciated with the mall's development. In addition, several of the activities that made only one of the two lists should also be viewed with concern. Being on both lists removes all doubt, but since the City is concerned with what could happen, it is sufficient to -38- have an activity appear on only one list to justify City involvement in an ameliorative "plan ". Under this scenario, then, the target list of vulnerable activities should also include department, shoe, appliance, and hardware stores, in addition to hobby, craft, jewelry, and game stores; all of which are typical mall tenants. As the developer has already disclosed information concerning the types of tenants likely to be included in Woodland Lakes, the success of that venture will impact on current providers of those goods. The extent of impact is yet to be determined, but is likely to result in employment reductions at some stores and the probable closing (or relocation) of others. Some of the impacted categories are not currently represented in the downtown area. Yet for the others (restaurants, miscellaneous retail, craft stores, jewelry, apparel, etc.), they are in the downtown, and if they close and /or relocate to the mall, the City will have more vacant store fronts to deal with. While there is evidence to suggest that the mall will, in fact, draw more people to Stillwater, they are not likely to frequent or patronize establish- ments beyond those in or near the mall. A partial answer to the downtown's viability may, then, be to be "linked" to the mall via special transit con- siderations that would boost the tourist appeal of the entire area (e.g. trolley cars ?). This is not a part of this study's objectives, but is raised solely as a "think piece ". It is certain that an impact which is likely to be expressed in increasing rates of failure of retail ventures and in more vacant store fronts. -39- VII. Verification of Impacts Introduction In the previous sections of this report, we focused on a statistical, quan- titative delineation of the Stillwater market and a definition of those acti- vities that appeared to be most vulnerable to the successful operation of the Woodland Lakes Mall. This analysis led to the identification of several retailing activities apparently at or near saturation, given the charac- teristics of the Stillwater market. The purpose of this section is to present the findings of the Verification phase of the total project. In this phase, we met with owners /operators at or near saturation. The intent was to obtain "hands on" opinions and facts con- cerning the legitimacy of including their industry(ies) on the "vulnerable" list and to obtain their projection of the impact of the mall on their busi- ness. In total, we met with fourteen businesspeople representing clothing stores, shoe stores, restaurants, drug stores, gift shops, sporting goods, hotels, department stores, and jewelry stores; the activities most vulnerable to the mall's development. The bulk of the conversations took place the week of June 9th, 1986, after the Council had given final PUD approval to the mall. The timing caused moderate amounts of disinterest in some businesspeople, feeling that the City basically authorized the construction to begin so "what difference does our input make ". As purely an editorial comment, the City's action on the PUD request did increase the difficulty of obtaining useful information and has created a per- ceived aura of disinterest by the City toward the downtown merchants. -40- I For the interviews, a series of five basic questions were asked of each busi- nessperson. From there, the conversation was allowed to flow freely in order to elicit opinions and /or facts unique to each of the respondents. On average, about one hour was spent with each person. The five main questions were: 1. General observations with respect to the mall. 2. Market area for their store. 3. Estimated impact of mall on their business and local industry. 4. Possibility of relocating to the Mall. 5. Availability of an income statement. In addition, we also made time available for unique considerations which will be summarized herein as well. General Observations It is fair to say that most, if not all, of the local businesspeople are bewildered at the proposed project. Most believe that the area cannot support a project of that scale feeling that the Stillwater economy is "over- retailed" to begin with. Compounding this belief was the frequent reference to the St. Croix Mall expansion and former Cub Food renovation which, when added to the Mall, will bring over 500,000 square feet of new retail space into Stillwater. This represents about a 30% increase in retail space in a period of about one year. A sizeable injection into the economy in a rather brief period of time. The developer sponsored notion that the Mall will enlarge the market area, draw significant numbers to Stillwater, and thereby, add to the traffic for all of Stillwater's commercial sector is not a vision shared by the local -41- businesspeople. Their opinion is that the retail "pie" will be cut again, leaving everyone with a smaller piece. Traffic may increase, but not propor- tional to the increase in supply. To some, this inevitability brings concern, to others it represents a challenge: one that will be met. Their overriding concern, though, was not so much the question of could they "weather" the Mall, but rather, could the downtown survive? Several businesses suggested they would be far more vulnerable to a "major" store closing in the downtown than by the advent of the mall. The loss of the "magnet ", the loss of the resultant traffic would do far more damage than the location of a facility several miles away. Yet, it must be recognized that some of these magnets " are highly vulnerable, too, and these could easily trigger the now famous ripple effect. Unfortunately, this scenario tends to disguise the true source of the failures, i.e. the mall's location. Their direct encouragement was to keep the downtown viable by solving key problems of truck traffic, parking, and overall appearance. This, they believed, would continue to provide a solid market base for them to access since the "river" is such a drawing card for the downtown. In conclusion, it is widely felt that the Mall is not justified based on market conditions, but that some sort of development is likely to occur on the "hill" anyway. Subsequently, they are preparing to compete and, with assistance from the City, are prepared to accept the challenge to their businesses. Market Area This question was asked, in part, to understand where the clientelle that -42- patronize the downtown merchants originate, but also, in part, to test the observations held by some that "no one in Stillwater shops downtown" and that "downtown Stillwater is not competition for the proposed mall ". It is somewhat obvious that the market area is determined by the type of store being evaluated. Gift shops tend to have a much broader geographic market while drug stores are rather concentrated. Nonetheless, it is possible to develop a composite market area for the Stillwater downtown recognizing that any one individual market may not share the same concept. In general, it would appear that the primary market for the Stillwater down- town is Stillwater, its neighboring towns and villages principally to the north and south along the River, and the area defined by North Hudson, New Richmond, and Somerset, Wisconsin. Selected activities have regularly penetrated to River Falls and similarly more distant areas, but the major market for Stillwater is about 15 miles almost in a semi - circle to the east of the City. Within this market area, the concentration of customers is found in Stillwater and its immediate environs. With the obvious exception of the hotelling industry, most of the businesspeople indicated that between 40 and 65% of their market is comprised by Stillwater residents. This appears as true for restaurants as it is for clothing stores. A fact that tends to refute public comment on the role and usefulness of the downtown to Stillwater residents. In the characterization of their market, there evolved one interesting comment that deserves mention. While the demographic characteristics of each activity is somewhat unique, the more established stores (as opposed to restaurants), suggested their customer base tended to be older than the population at large. -43- This phenomenon might reflect the lifestyles of the older population having grown up basically totally oriented to the downtown as THE center of activity while the younger adults have been nurtured on shopping centers and malls. Eventually, this demographic reality will expedite the demise and /or further the restructuring of the downtown. This will be true unless the merchants succeed on a long term advertising campaign aimed at re- educating the younger population on the uniqueness of the "downtown experience ". Doing so may be the single -most important action to preserving the function of the downtown. In summary, the market area for the Stillwater downtown is primarily Stillwater and points largely north, south, and east, all within 15 miles from the City. Stillwater residents comprise at least 50% of the sales experienced by the majority of the merchants resulting in the downtown being a significant source of goods for the area. Estimated Impact on Business This, perhaps, represents the most salient concern for the entire study. Downtown retailers have already expressed concern over the ability of the market to support additional retailing ventures especially the magnitude being considered for the Woodland Lakes Mall. Therefore, it comes as no particular surprise that the merchants believe the mall will significantly reduce their sales. What is perhaps more valuable is the fact that several of the retailers own stores in other locations that, too, were impacted by new mall projects. This gives them practical exposure to the impact of the mall on their sales. Consequently, many of the answers as to the impact of the Woodland Lakes Mall on their sales are rooted not in an emotional observation, but rather in the -44- knowledge gleaned from similar experiences elsewhere. This tends to improve the credibility of their estimates. Actual estimates of the economic impact of the mall on downtown merchant's sales varied depending upon the type of activity. Gift shops suggested the impact would be rather minimal, perhaps reducing the rate of growth in their sales or, at worst, causing a minor decline (5 %). Similar estimates were also forwarded by the other miscellaneous shopping goods. In all these cases, the respondents felt that they were typical of their industry and, therefore, did not expect other like business plans to be much differently impacted. For the majority, though, of the other stores contacted, their prediction of impact on sales were startlingly consistent. Nearly all suggested sales reductions of 20 -25% in the first year was all but assured. This was true of the clothing stores, shoe stores, sporting goods stores, department stores; they all shared this belief /expectation. Again, many of these had a com- parable experience with operating a store where another mall had located. It is quite reasonable to assume that such a sales drop would dictate employment reductions in all these firms. For several, though, the prospect of closing in the face of such severe reductions is all too real. Income statements obtained from several of the participants tend to legitimize this concern. Most indicated that their sales had been largely stable or even declining in the last two to three years. This fact is cause for concern and may be reflective of the condition that the Stillwater market is not growing or is growing more slowly than the supply of retailing options. In either case, the operation of the mall will exacerbate this erosion in profitabi- lity, furthering the turnover and failure of firms in the downtown area. -45- When collectively asked to speculate on which activities in the downtown, they perceived as most likely to cease operations if the mall were to open, they were in near total agreement suggesting restaurants, clothing stores, and hardware stores would lose operations in the downtown. This, of course, does not make it so, but the collective insights of such experienced businesspeople are hard to dismiss as meaningess conjecture. An appropriate question is when will the visual proof of these impacts be experienced? For some operations, "closing the doors" and /or noticeable employment reductions may occur within twelve months of the opening of the mall. But for most firms we talked to, they are likely to be able to continue in business for three to five years after the mall opens. The reasons for this can be captured as follows: I. Survival instinct of the owner. 2. Most own the building they are in and, hence, they can forego a return on that investment for a period of time. 3. Some have their living quarters in the same building as their business and can reduce overall costs to the owner; 4. As the owner, they can reduce their salary or even forego it to help stabilize the business. All of these factors, as well as additional ones unique to each owner of the threatened business, will tend to temporaly remove the closing of their opera- tion from the opening of the mall. This tends to lessen the apparent impact of the mall although its location set into motion the events that culminate in the loss of a business up to five years later. The City cannot lose sight of this reality even though "closed" signs do not "spring up overnight" in the downtown. -46- In concluding this section, the mall's impact on downtown merchant's sales vary by type of activity, but is likely to average about a 15% reduction for the vulnerable businesses. For many reasons, this reduction will not imme- diately cause store closings, although corresponding employment reductions will tend to occur more quickly. Relocation to the Mall Another factor that will contribute to vacancies in the downtown is the relo- cation of the business from the downtown to or near the mall. It is easy to recognize that store failures will create vacancies, but the issue of reloca- tion to or near the mall may be the most significant source of vacant store fronts in the downtown. Almost 40% of the businesses contacted had either been approached by the mall to relocate or have contemplated such a move on their own. Some of these would apt for an expansion to another outlet, but most are considering a pure relocation to the "hill ". Several reasons were given for this contemplative action, but they all focus on the single issue of the "hill" being a superior location. Traffic volumes are more favorable, parking is abundant and free, visibility is improved, and there are more traffic generators there. These are all normal economic incentives to the mobility of capital investment - capital tends to seek the areas of highest return. In a sense, this has been the force that the downtown has been fighting for 10 to 15 years now. The location of the mall, then, is just another drawing card for the "hill" which will increase the attractiveness of investing on or near it with respect to the downtown furthering the functional change in the downtown witnessed over the last decade or so. 1 -47- By permitting such development, the City has created additional economic reason to not be in the downtown. Several merchants are aware of this and are testing the feasibility of shifting their investment from the downtown to the "hill ". The challenge, then, to the City is to attempt to somehow offset the economic forces it has spurred on by channeling dollars, improvements, and assistance to the downtown area. Such concentrated efforts will be necessary to minimize the adverse impact on the downtown. In summary, relocations of existing downtown merchants to the mall area may have a more immediate and noticeable impact on the downtown than the impact created by store failures. A significant number of downtown merchants are looking at the "hill" as a better place to do business. The City can actively participate to ensure the viability of the downtown. Other Issues The interview of each merchant needed to include the above concepts. Yet, as we talked through the entire process, many other salient points were brought up by the businesspeople. Some of these merit presentation herein. - Many of the merchants were frustrated with the lack of information on the mall project itself. As discussed earlier, this has definitely thwarted their ability to develop a business strategy in light of the new competition. This type of uncertainty will heighten risk and emo- tional levels. - Some who have more experiences with other mall projects /operations do not believe it a reasonable assumption that the mall developer will be able to attract up -scale anchors, unless they are completely new to the Midwest. -48- •- The success of Woodland Lakes may be more of a function of its ability to stop Wisconsinites from going to the Maplewood Mall rather than increasing the market area of the City. This implies they feel the mall may enable the Stillwater economy to effect higher market area capture rates than currently being experienced. - Relatively low lease rates in the downtown will act to inhibit reloca- tions. Some rates are as low as $3.50 per square foot per year, while a "normal" rate might be considered to be between $9 and $11. Preliminary lease rates at the mall are hypothesized to be between $15 and $18 per square foot per year, which is 70 to 80% higher than existing. - The City needs to be more proactive in helping the downtown merchants, especially in constructively dealing with the challenges to be brought on by the highway rework and eventual bridge relocation. Profit margins are too slim to be able to absorb prolonged periods of lower traffic volumes. Summary Based upon the verification process, the adverse impacts of the mall will cause about 60 to 75 jobs to be lost in the downtown and will cause the vacating of three to five storefronts due to failure of the business and, perhaps, an additional two to four due to relocations. Much of this will not occur immediately and, as a result, will not appear as being severe. Rather, the impact is more likely to be expressed in higher rates of turnover in ownership of businesses, an occasional closure, and supressed property values for the downtown. -49- The construction of the mall will accelerate the trend that the downtown has witnessed over the last fifteen years - away from being the source of major purchases toward a more tourist orientation. VIII. Net Impact Analysis The preceeding has set to establish the negative impacts likely to result from the mall's opening. Given market conditions, it is reasonable to project significant losses in employment and retail opportunities downtown. Yet, this "cost" needs to be compared to the "benefit" derived from the mall before a final determination of the wisdom of proceeding with the project can be made. We have requested and received from the developer their statement as to pro- jected levels of employment in the mall. When combined with the tax base information contained in the TIF documents, enables us to present the antici- pated positive impacts of: - 390 new jobs - $15,000,000 new investment - $620,000 in tax revenue Please recognize that these are estimations of a finished project. The pro- ject scope has already been revised and is likely to be done so again - most likely to be smaller. Consequently, these figures must be discounted somewhat when estimating the net economic impact of the project. However, even with this consideration in mind, the net economic impact will be positive, as demonstrated on the following page. -50- Table 10 Net Economic Impact Jobs Investment Tax Revenue Woodland Lakes ( +) 390 $15,000,000 $620,000 Downtown ( -) 75 - -- - -- Net Change 300+ $15,000,000 $620,000 If the mall succeeds (and this assumption is being seriously questioned by many observers), the additions it will bring to the economy are likely to out- weigh the costs. The magnitude of the difference is such that the margin of error in either or both projections could be intolerably large and it would still cause an overall net positive impact of the development. There is, of course, more cost than just economic ones. For the people who are forced to close their store, the loss is immeasurable, both financially and psychologically. The City needs to be sensitive to this reality. In addition, while no change is given to the downtown for investment and tax revenues in the previous table, it must be recognized that tax delinquencies are likely to increase as operating margins become increasingly stressed and the City will likely suffer from stagnant property values in the downtown. This will cause more longer term disruption to City revenues since inflation will erode the value of the tax revenues coming from the downtown. The City can establish a price or value that they feel fairly captures these impacts. Finally, the location of the mall appears to bring with it related activities that the City will, most likely, have to finance. This would be the financing of major improvements to help keep the downtown viable. One might argue that -51- these expenditures would have had to occur eventually anyway, but the mall definitely establishes such expenditures as a near term priority for the City. Yet, despite these realities, proceeding with the Woodland Lakes project will have a positive economic impact on the City of Stillwater. IX. Future Considerations Without significant elaboration, we'd like to try to present action items that can be undertaken to help to preserve a viable downtown. The City's planned use of TIF dollars to pay for downtown improvements is a commendable action and more such activities are necessary. In a similar fashion, the recent organization of the Stillwater Economic Development Corporation (SEDC) by the area businesspeople is a positive step to focus attention on the downtown. Additional actions in this vein are presented below. City - Devise a downtown improvement plan. - work with SEDC on needs - public improvements by location and cost. - "theme" designation. - facade improvements. - seed capital fund. - Adopt TIF plan. - schedule improvements - commit financing - Assist in development of north portion of dowtown. - Enhancing waterfront. - Informing SEDC of highway and bridge project schedules. - Traffic and parking. -52- Merchants - Organize Co -op marketing, adver- tising program. - Develop a capital pool to support redevelopment efforts with area financial institutions. - Incorporate recommendations of previous studies (business hours, signage etc.). - Identify entrepreneurial talent for new ventures. - Traffic and parking.