Back in Business: Market Insights and Trends

from Retail ReCap · host Rob Franks, Bob Moorhead, Jeremy Mercer, and Will Narduzzi

In the first Retail ReCap episode of 2026, Rob, Bob, and Jeremy unpack the latest retail and real estate trends, from tenant activity and investment strategies to ICSC takeaways and the growing impact of the protein craze on fast food. They discuss retail momentum in Dallas, the return of power centers, challenges facing vacant and urban properties, recent bankruptcies, and what’s happening across the dining landscape—including new restaurant openings, franchise pressures, seasonal traffic, the comeback of card collecting, NFTs, rising rents, and what it really means to earn a Michelin star in Dallas.Chapters00:00 Welcome Back and Introduction01:03 Market Trends and Tenant Updates03:24 Chipotle and Starbucks Performance08:06 Interest Rates and Financing Insights10:07 Investment Strategies for Clients17:26 Industry Events and Networking21:24 Retail Market Dynamics in Dallas25:20 Grocery Anchored Centers Growth30:09 Emerging Retail Developments36:40 Restaurant Trends and Consumer Behavior44:30 GameStop and Retail Closures50:55 Future of Retail and Market Predictions

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How long is this episode of Retail ReCap?

This episode is 1 hour and 11 minutes long.

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This episode was published on January 22, 2026.

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