In this episode of Retail Rundown, host Ray Kang discusses key insights into the retail real estate market, focusing on the upcoming PCE inflation report, the impact of tariffs on supply chains, the performance of home improvement retailers, and the implications of Joann's bankruptcy on the craft retail market. The conversation emphasizes the need for retail landlords to adapt to changing economic conditions and tenant needs.

Takeaways

• The PCE Price Index is a major economic indicator.
• Inflation remains above the Fed's target, affecting financing.
• Retail landlords should prepare for high borrowing costs.
• Tariffs may disrupt supply chains and increase retail costs.
• Home improvement retailers are stable but face challenges.
• Joann's bankruptcy opens opportunities for competitors.
• Retailers with strong domestic supply chains will benefit.
• Landlords should act quickly to fill vacancies.
• High interest rates are discouraging major renovations.
• The retail landscape is shifting, requiring adaptation.

Chapters

00:00 Introduction to Retail Rundown

00:28 Understanding PCE Inflation and Its Impact

02:34 Tariffs and Their Effects on Retail Supply Chains

04:39 Home Improvement Retailers: Mixed Results

06:12 Joann's Bankruptcy and Market Shifts

08:05 Conclusion and Key Takeaways

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