The competitive map
Reach (how many shoppers a product can touch) on the horizontal. Personalization (how much it adapts to one shopper) on the vertical. Every cluster has a structural ceiling — MyAisle sits where they can't reach.
The four clusters
Expand each to see the model, scale, and where they break.
Business model
Property-owned, ad-supported, occasional loyalty perks
Scale signal
100M+ annual visits across portfolios; sub-2% app DAU/visit
Structural weakness
Built as digital brochures by REIT IT teams. No live inventory, no AI, no route planning. Average App Store rating ~2.8.
Our edge
Same install funnel (property co-marketing), but a shopper actually opens MyAisle inside the mall — concierge + route + reserve give recurring utility.