Via the AFR:
…Snigdha Sharma, a consultant who has helped master planning of food and beverage spaces for the likes of Frasers, Dexus and AMP Capital, estimated that F&B now accounted for 20 per cent of space in shopping malls up from about 7 per cent to 8 per cent five years ago.
…While Ms Sharma said it was hard to say if there was a bubble yet, based on rent abasement assessments she had done for shopping centre owners, F&B operators were starting to feel the pinch.