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 LinkedIn
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Jeremy Mercer LinkedIn
Information
- Show
- FrequencyUpdated Monthly
- PublishedJuly 23, 2026 at 5:55 PM UTC
- Length1h 1m
- RatingExplicit
