Retail ReCap

Rob Franks, Bob Moorhead, Jeremy Mercer, and Will Narduzzi
  • 5.0 (1)
  • BUSINESS
  • UPDATED MONTHLY

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.

Episodes

  1. FEB 26

    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 Centers Ryan Welch with Nandos Zach Spletter with T Mobile  Suk Singh with Wagamama Chapters 00:00 Introduction to ICSC 2026 and Guests 03:05 T-Mobile's Market Strategy and Expansion 05:58 Nando's Unique Brand and Growth Plans 09:00 Wagamama's Expansion and Adaptation in the US 43:57 Strategic Expansion in the U.S. 47:14 Insights from ICSC Events 01:00:18 Development Challenges and Successes 01:10:20 The Future of Retail in Texas The guys LinkedIn Pages: Rob Franks LinkedIn Bob Moorhead LinkedIn Will Narduzzi LinkedIn Jeremy Mercer LinkedIn

    1h 28m

  2. JAN 22

    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.Chapters 00:00 Welcome Back and Introduction 01:03 Market Trends and Tenant Updates 03:24 Chipotle and Starbucks Performance 08:06 Interest Rates and Financing Insights 10:07 Investment Strategies for Clients 17:26 Industry Events and Networking 21:24 Retail Market Dynamics in Dallas 25:20 Grocery Anchored Centers Growth 30:09 Emerging Retail Developments 36:40 Restaurant Trends and Consumer Behavior 44:30 GameStop and Retail Closures 50:55 Future of Retail and Market Predictions

    1h 11m
  • 2 Episodes

About

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.

Information

  • Creator
    Rob Franks, Bob Moorhead, Jeremy Mercer, and Will Narduzzi
  • Years Active
    2K
  • Episodes
    2
  • Rating
    Clean
  • Copyright
    © Rob Franks, Bob Moorhead, Jeremy Mercer, and Will Narduzzi
  • Show Website
    Retail ReCap