...and the infrastructure to distribute the electricity.
Back of the napkin math with the mall of America: 5.6 million sq ft at ~14kWh/sq ft per year (rough average estimate of all retail buildings) [1] equates to about 78.4 million kWh/year or 784,000 100kWh Model S's charged to full or 7.84 million charged 10% assuming 100% efficiency. The Mall of America has about 40 million annual visitors so about a fifth would be able to charge their batteries 10% if the Mall doubled its (hypothetical) capacity, which would likely require at least some infrastructure upgrades since we're talking about ~10 MW of extra power - and that's averaged out 24/7/365, in actuality it'll be a much higher peak load since the mall isn't 24/7.
I'm not an expert but I doubt the property developer and power companies overbuilt by that much.
[1] https://dsoelectric.com/sites/dsoelectric/files/My%20Busines...