PODCAST · business
Retail ReCap
by Rob Franks, Bob Moorhead, Jeremy Mercer, and Will Narduzzi
Hosted by Rob Franks, Bob Moorhead, Jeremy Mercer and occasional appearances by Will Narduzzi. Retail ReCap breaks down what’s happening across the national retail landscape from a commercial real estate perspective — tracking tenant performance, transaction data, cap rates, development pipelines, and market sentiment for some of the most active retail and net lease brands.
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5
How Raising Cane’s Went From 100 to 1,000+ Stores with Jeremy Hudson
On this episode of Retail ReCap, hosts Rob Franks, Bob Moorhead, and Will Narduzzi sit down with Jeremy Hudson, VP of Real Estate at Raising Cane’s, to talk about what it actually takes to build a career in real estate.Jeremy Hudson has worked across major brands like RadioShack, Sally Beauty, and Starbucks, and now oversees national growth for Raising Cane's. His perspective is rooted in experience, execution, and long-term relationships.The conversation breaks down what really matters in this business:Why relationships are everything in real estateHow to find your lane and stay focusedThe importance of reputation and doing what you say you’re going to doNegotiating hard—without burning bridgesJeremy Hudson LinkedInRob Franks LinkedInBob Moorhead LinkedInWill Narduzzi LinkedInJeremy Mercer LinkedIn
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4
How Restaurant Brands Actually Expand (with Hopdoddy’s VP of Real Estate)
Everyone wants to expand.Very few do it well.In this episode, Ryan Redus from Hopdoddy shares how they approach growth—from understanding the customer before the site, to building repeatable systems for evaluating new locations.The guys unpack what actually drives successful restaurant expansion—and why most brands get it wrong.A must-listen for anyone in retail, restaurants, or real estate.Ryan Redus LinkedInRob Franks LinkedInBob Moorhead LinkedInJeremy Mercer LinkedIn
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ICSC 2026: The Brands Betting Big on Texas Retail
The conversation at ICSC 2026 delves into the current trends and strategies within the retail and restaurant industries, featuring insights from T-Mobile, Nando's, and Wagamama. Will Narduzzi, Bob Moorhead, Rob Franks and a few special guests discuss the importance of prime real estate, community integration, and adapting to consumer preferences in a post-pandemic world. Each brand shares its unique approach to growth and market presence, highlighting the dynamic nature of the industry. The conversation explores the strategic expansion of restaurant brands in the U.S., particularly focusing on Wagamama's growth in Texas and Florida. It highlights the importance of ICSC events for networking and deal-making, while also discussing the challenges and successes in retail development. Everyone emphasizes the positive outlook for the retail market in Texas, driven by new brands entering the market and a strong demand for retail space.Thank you to our special guests: Abe Pacetti with Regency CentersRyan Welch with NandosZach Spletter with T Mobile Suk Singh with Wagamama Chapters00:00 Introduction to ICSC 2026 and Guests03:05 T-Mobile's Market Strategy and Expansion05:58 Nando's Unique Brand and Growth Plans09:00 Wagamama's Expansion and Adaptation in the US43:57 Strategic Expansion in the U.S.47:14 Insights from ICSC Events01:00:18 Development Challenges and Successes01:10:20 The Future of Retail in TexasThe guys LinkedIn Pages:Rob Franks LinkedInBob Moorhead LinkedInWill Narduzzi LinkedInJeremy Mercer LinkedIn
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Back in Business: Market Insights and Trends
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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ABOUT THIS SHOW
Hosted by Rob Franks, Bob Moorhead, Jeremy Mercer and occasional appearances by Will Narduzzi. Retail ReCap breaks down what’s happening across the national retail landscape from a commercial real estate perspective — tracking tenant performance, transaction data, cap rates, development pipelines, and market sentiment for some of the most active retail and net lease brands.
HOSTED BY
Rob Franks, Bob Moorhead, Jeremy Mercer, and Will Narduzzi
CATEGORIES
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