We lead our show with Tuesday Morning’s latest earnings report, but more than earnings, we discuss a potential shift in the way they handle inventory within their supply chain. After that, there’s a look into Office Depot/Max and their continued pivot away from retail and towards service offerings, and a discussion of Cub and comments their CEO made regarding a potential sale. Finally, we glance at helium’s impact on Party City, and Walmart’s latest move to attract pet owners.

After talking about Stop & Shop and Wegmans, each of whom in the news for very different reasons, we discuss the landscape of single-tenant retail real estate through the lens of National Retail Properties. From there, it’s on to discussing CVS, Kohl’s, a new private label brand at Target, and a new store structuring initiative from Walmart.

After talking about Stop & Shop and Wegmans, each of whom in the news for very different reasons, we discuss the landscape of single-tenant retail real estate through the lens of National Retail Properties. From there, it’s on to discussing CVS, Kohl’s, a new private label brand at Target, and a new store structuring initiative from Walmart.

We start our show by discussing Rite Aid and fred’s, back-to-back. Rite Aid reiterated some of their initiatives coming out of a transition period, while fred’s reveals a clearance program that leaves us both scratching our heads. We then discuss new data from Thasos that suggests which retail REITs might be leading the way in generating traffic, before talking about Pier 1’s direction forward.

We start our show by discussing Rite Aid and fred’s, back-to-back. Rite Aid reiterated some of their initiatives coming out of a transition period, while fred’s reveals a clearance program that leaves us both scratching our heads. We then discuss new data from Thasos that suggests which retail REITs might be leading the way in generating traffic, before talking about Pier 1’s direction forward.

Leading off our show, we take a deep dive into Duluth Trading Co., focusing on the positives and negatives from their past and future initiatives after their earnings call. Then, we turn our attention to Sears, as they announced new store openings, and news broke of a potential reunion with their Hometown stores. We close by discussing news of At Home’s potential sale bid, and an activist investor backing off Dollar Tree.

Leading off our show, we take a deep dive into Duluth Trading Co., focusing on the positives and negatives from their past and future initiatives after their earnings call. Then, we turn our attention to Sears, as they announced new store openings, and news broke of a potential reunion with their Hometown stores. We close by discussing news of At Home’s potential sale bid, and an activist investor backing off Dollar Tree.

In two separate segments, and for two different reasons, Shoe Carnival and Sportsman’s Warehouse talked a lot in their respective earnings calls about making plays for available market share. We break down both retailers’ efforts, discuss Albertsons scaling back Plated’s retail presence, and look towards Wayfair’s first permanent brick-and-mortar store.

In two separate segments, and for two different reasons, Shoe Carnival and Sportsman’s Warehouse talked a lot in their respective earnings calls about making plays for available market share. We break down both retailers’ efforts, discuss Albertsons scaling back Plated’s retail presence, and look towards Wayfair’s first permanent brick-and-mortar store.

A podcast heavily weighted towards retailers focused on small- and mid-sized markets, we begin by covering Hibbett Sports’ latest earnings call—and why it was much more positive than most media outlets let on. From there, we discuss Cato’s seeming lack of digital initiatives, ascena’s big announcement, and how new varieties of berries may allow grocers more options in the produce section.