Retail ReCap

This episode’s sponsor is Permit Hound, a platform that tracks commercial permits across every Texas county. Dylan shares how his team uses it to gauge growth potential in DFW.Try Permit Hound Here: ⁠⁠⁠permithound.io/industrialistWith Jeremy and Will out this week, Rob and Bob take the mic for an unfiltered look at what’s happening in retail real estate.They break down the current state of the net lease market, from buyer demand for 7-Eleven and C-store deals to shifting trends around Starbucks closures and reinvestment. They also dig into why Chipotle inventory is so sought after, how its drive-thru “Chipotlane” model is paying off, and how interest rates and Treasury movement are affecting deals.The conversation then turns to the headlines: Walgreens and CVS, Spirit Halloween, the revival of brands like Toys R Us and GameStop, KFC’s new prototype, and the Neiman Marcus closure in downtown Dallas. Rob and Bob also share practical advice for property owners facing lease terminations, highlight emerging concepts like Blue Goose Cantina, and point to the DFW markets they think are underrated, including Mansfield, Waxahachie, and South Dallas.Whether you own net lease property, are looking to buy, or just want to know which brands are growing and which are pulling back, this episode is packed with insight.In this episode:Net lease market dynamics and buyer demandHow rising interest rates are affecting investmentTenant performance trends for Starbucks, Chipotle, and 7-ElevenRecent headlines: Walgreens, Toys R Us, KFC, and moreStrategic advice for owners facing lease terminationsMarket hotspots: Mansfield, Waxahachie, and South Dallas

In this episode, Jeremy, Will, and Rob dive into the latest tools, trends, and opportunities shaping the real estate and restaurant industries.Jeremy introduces Permit Hound, an innovative platform created by Blaine Garrick that provides streamlined access to open permit data across Texas. Think of it as “CoStar for permits.” The team discusses how this type of data can help investors better understand what is actually being developed, where capital is being committed, and how upcoming projects could impact a potential acquisition.Jeremy also shares a real-world example of using Permit Hound to evaluate development activity near a property in South Dallas, helping address concerns about future competition and providing greater confidence around the investment.Try Permit Hound Here: permithound.io/industrialistFrom there, the conversation shifts to quick-service restaurant trends, including the latest QSR rankings, restaurant growth and closures, and the impressive performance of brands like Chick-fil-A, which continues to generate industry-leading average unit volumes while pursuing an aggressive expansion strategy.Jeremy, Will, and Rob also discuss broader Dallas real estate trends, the importance of using data to make better investment decisions, and why understanding what is being built, opened, closed, and redeveloped can help investors stay ahead of changing market conditions.If you work in commercial real estate, development, retail, or investing, this episode offers a practical look at the data and trends that can help uncover opportunities and reduce risk.

In this episode, Nick Peterson, CEO of the Peterson Group, joins Will, Rob and Bob to share the story behind two beloved Dallas restaurant concepts: Blue Goose Cantina and Aw Shucks.Nick discusses the family business’s evolution, its approach to thoughtful expansion, and the patience and discipline required when entering new markets. He also offers an honest look at today’s restaurant industry—from rising costs and shifting consumer behavior to site selection, employee retention, and maintaining quality while growing.The conversation also explores the Peterson Group’s commitment to its employees and the local community, including the charitable initiatives that have remained central to the company’s identity.Whether you work in hospitality, commercial real estate, or a family-owned business, this episode offers valuable insight into building a lasting brand without losing sight of what made it successful.⁠Rob Franks LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Bob Moorhead LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠Will Narduzzi LinkedIn⁠⁠⁠

In this episode of Retail ReCap, Jeremy Mercer, Rob Franks, and Bob Moorhead break down the latest developments shaping retail real estate, consumer spending and investment activity across the country.The conversation covers tightening inventory and cap-rate trends for 7-Eleven, Starbucks and Chipotle properties, along with the continued impact of interest rates and bonus depreciation on buyer demand. They also discuss major retail and restaurant headlines, including Kroger’s proposed $1.65 billion acquisition of Giant Eagle, the Bed Bath & Beyond and Container Store partnership, GameStop’s pursuit of eBay, Hopdoddy’s acquisition by Founders Table, and KFC’s effort to compete with Raising Cane’s and Chick-fil-A through its new Saucy concept.The episode also explores H-E-B and Kroger’s continued expansion across Texas, Costco’s growing DFW presence, Jersey Mike’s potential IPO, changing consumer spending patterns and the challenges facing retail brands such as H&M and T-Mobile dealers.Jeremy, Rob, and Bob close out the episode with a candid discussion about real estate investing, sponsor accountability and investor risk before ranking some of the best burger spots in Dallas–Fort Worth.Topics include:- 7-Eleven, Starbucks and Chipotle cap-rate trends- Retail investment demand and interest-rate volatility- Kroger’s $1.65B Giant Eagle acquisition- Bed Bath & Beyond’s partnership with The Container Store- GameStop’s potential pursuit of eBay- Hopdoddy’s acquisition and growth outlook- KFC’s Saucy concept and the chicken wars- H-E-B, Costco and Kroger expansion in DFW- Sponsor accountability and investor risk- The top burger restaurants in Dallas–Fort WorthSubscribe to Retail ReCap on Spotify, Apple Podcasts, and YouTube so you never miss an episode.Follow the guys: ⁠Rob Franks LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠Bob Moorhead LinkedIn⁠⁠⁠⁠⁠⁠⁠Will Narduzzi LinkedIn⁠⁠⁠⁠⁠⁠⁠Jeremy Mercer LinkedIn⁠

The full Retail ReCap crew is back together.In this episode, Rob Franks, Bob Moorhead, Jeremy Mercer, and Will Narduzzi break down the biggest stories shaping retail real estate, economic development, and commercial markets across Texas and beyond.The group discusses why Dallas currently leads the nation in retail construction, the economic impact the upcoming World Cup could have on North Texas, and the continued wave of corporate relocations fueling job growth throughout the region. They also cover major development projects, changing retail tenant strategies, restaurant expansions and closures, emerging technology trends, and what investors should be paying attention to in today's market.Topics include:• Dallas accounting for nearly 10% of the nation's retail construction pipeline• The World Cup's potential impact on North Texas businesses and real estate• Corporate relocations and job growth across Texas• Retail tenant activity from brands like Starbucks, Chipotle, and 7-Eleven• The future of AI, robotics, and innovation• New restaurant openings, closures, and local market trends• Dallas development projects and challenges facing downtown areasWhether you're an investor, broker, developer, retailer, or simply interested in where the market is headed, this episode delivers a fast-paced overview of the trends shaping today's commercial real estate landscape.Subscribe to Retail ReCap on Spotify, Apple Podcasts, and YouTube so you never miss an episode.