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외국인 지갑 열리자 서울 상권도 지각변동…명동 부활·성수는 '플래그십' 재편 [fn마켓워치]_我的网站

一 |     Ohio residents this week began voting on a constitutional amendment whose fate will ultimately determine abortion access in the state.Voters are considering two ballot initiatives; ballots began being accepted on Wednesday and go through Election Day on Nov. 7.The two measures are: Issue 1, the amendment that if approved would add abortion rights to the state constitution; and Issue 2, which would legalize recreational marijuana.The proposed abortion amendment would establish an "individual right to one's own reproductive medical treatment including but not limited to abortion" and then creates legal protections for those individuals, among other guarantees like for contraception and fertility treatment.The marijuana measure, if passed, would make Ohio the 24th state to legalize cannabis and would allow adults 21 years and older to buy and possess up to 2.5 ounces of flower and 15 grams of extract.In August, Ohio voters resoundingly rejected a contentious, Republican-backed ballot measure that would have raised the threshold for future changes to the state constitution -- an effort that would have specifically made it more difficult for the abortion amendment to pass.When the U.S. Supreme Court struck down its previous Roe v. Wade ruling, in 2022, the justices returned the question of abortion access to individual states. Since then, while some states have largely ceased abortion access, others have taken up ballot measures that put the question before voters. In those cases -- in both red and blue states so far -- voters have rejected the potential for abortion restrictions and bans or elected to expand access.On Sept. 27, the Ohio Supreme Court started hearing arguments about the state's six-week abortion ban, which was previously put on hold by a lower court.The success or failure of the abortion ballot measure could render that case moot, if state voters add abortion access to their constitution.Both sides have built up mobilization efforts over the past few weeks -- knocking on doors, canvassing and hosting rallies across the state."Whether you're pro-life or pro-choice, Issue 1 just goes too far," Ohio Gov. Mike DeWine, a Republican, said at a recent event at the Ohio GOP's headquarters.Ohio Democrats claimed last week to have been inching toward 100,000 doors knocked and more than 100,000 calls made in the time since their win in the August special election."We're not leaving anything behind as we work to protect women's rights to choose and prevent Ohio's extreme abortion ban from taking effect," Ohio Democratic Chairwoman Elizabeth Walters said during a recent press briefing.There's also been significant financial investment in the race. According to numbers from AdImpact released last week, $12.3 million had been spent or reserved in advertising around the abortion ballot measure, with anti-amendment groups outspending amendment supporters by about $1.6 million.

The two sides make their arguments

Both Ohioans United for Reproductive Rights, a coalition of groups supporting abortion rights, and allied Ohio Democrats have sounded the alarm on what they claim to be foul play by opponents of the abortion amendment.Last month, the state Supreme Court allowed the Republican-controlled Ohio Ballot Board -- which is overseen by Secretary of State Frank LaRose, who is also running for the U.S. Senate -- to use amendment language that includes the phrase "unborn child."Democrats on the board had asked for measure's language to remain what was on the petition that voters originally signed, which did not include that term.Amendment supporters have argued it was rewritten to confuse voters and is misleading about what the measure would actually do."They're running scared because they know their extreme abortion ban is wildly unpopular, and Ohio voters support a woman's right to make medical decisions for themselves without interference from politicians," Walters, with the state Democrats, said during a recent press call.Abortion opponents have also attempted to broaden the stakes of the proposal, arguing that it "goes far beyond" codifying the protections of Roe v. Wade to potentially affect parents' rights and "threaten the freedom of conscience of Ohio's healthcare professionals and preclude ... the enactment and enforcement of commonsense, protective laws," as Protect Women Ohio, one of the leading organizations fighting against the amendment, wrote in a memo."The Abortion Amendment victimizes rather than protects and empowers women and girls," they continued.LaRose, a leading voice against the measure, said in a statement to ABC News that "as a father and someone who's always stood up to protect life, I'll be working to defeat this radical measure."。

二 |     서울 6대 가두상권 공실률 8.5%, 전년比 1.9%p↓외국인 카드 소비 50.8% 급증…명동 공실률 4.4%성수는 팝업서 대형 플래그십으로…우량 입지 경쟁 가열                    쿠시먼앤드웨이크필드 제공. [파이낸셜뉴스] 서울 핵심 리테일 상권이 외국인 관광객 귀환을 계기로 빠르게 재편되고 있다. 명동이 외국인 소비 회복을 등에 업고 공실을 채우는 사이 성수에서는 단기 팝업스토어 대신 대형 플래그십이 들어서는 공간 재편이 본격화되는 모습이다. 26일 쿠시먼앤드웨이크필드 코리아의 '2026년 2분기 서울 리테일 마켓비트'에 따르면 서울 6대 주요 가두상권의 평균 공실률은 8.5%로 집계됐다. 전분기보다 0.3%포인트, 전년 동기보다 1.9%포인트 낮아졌다. 회복을 이끄는 핵심 동력은 외국인 소비다. 올 상반기 방한 외래관광객은 1071만명으로 반기 기준 역대 최대를 기록했다. 외국인 신용카드 소비액도 전년 동기보다 50.8% 급증했다. 특히 소비가 과거 면세점·단체 쇼핑에서 뷰티·패션·의료·웰니스 등 개별 관광객 중심의 체험형 소비로 이동하면서 가두상권이 직접적인 수혜를 받고 있다는 분석이다. 가장 빠르게 살아난 곳은 명동이다. 2분기 공실률은 4.4%로 전분기보다 1.2%포인트 떨어졌다. 다국어 서비스와 택스리펀을 앞세운 대형 약국과 뷰티 브랜드가 핵심 입지를 다시 채우고 있다. 장기간 부진했던 강남도 공실률이 12.8%로 여전히 높지만 전년 동기보다 6.1%포인트 개선됐다. 한남·이태원도 7.0%로 한 자릿수 공실률을 유지했다. 성수는 다른 형태의 변화가 진행 중이다. 공실률은 4.5%로 전분기보다 0.7%포인트 올랐지만 시장에서는 상권 침체보다 '공간 교체' 과정으로 보고 있다. 과거 브랜드의 반응을 시험하던 팝업 중심 상권에서 장기간 운영하는 대형 플래그십 집적지로 바뀌면서 임차 수요가 규모와 입지를 중심으로 재편되고 있어서다. 실제 명동의 라네즈와 유니클로, 강남의 데카트론, 성수의 올리브영 뷰티맨션에 이어 한남·청담에서도 글로벌 브랜드의 신규 출점이 이어질 예정이다. 서울 리테일 시장의 경쟁축도 단순히 공실을 채우는 단계에서 누가 핵심 공간을 선점하고 있는지로 옮겨가는 분위기다. 외국인 소비와 경험형 소비가 동시에 커지면서 주요 상권의 대형·우량 공간을 둘러싼 브랜드 경쟁도 한층 치열해질 전망이다. 윤화섭 쿠시먼앤드웨이크필드 코리아 리테일 임대총괄 상무는 "개별 관광객 중심의 소비 구조 변화와 고환율이 맞물려 외국인 소비력이 크게 향상됐다"며 "브랜드들도 핵심 랜드마크 자산을 확보해 브랜드 경험을 극대화하는 대형 플래그십 전략에 집중할 것"이라고 전했다. 리테일 업계 관계자는 "핵심 상권은 이제 공실을 얼마나 채웠느냐보다 어떤 브랜드가 얼마나 오래 머무느냐가 중요해지고 있다"며 "명동의 정상화와 성수·한남·청담의 플래그십 경쟁이 동시에 진행될 가능성이 크다"고 귀띔했다.。

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Published on:14:37:31