Retail ReCap

Rob Franks, Bob Moorhead, Jeremy Mercer, and Will Narduzzi
  • 5.0 (2)
  • 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. Live from ICSC Las Vegas with Rob Franks

    May 29

    Live from ICSC Las Vegas with Rob Franks

    Rob Franks interviewed two special guests live on the floor at ICSC Las Vegas. Rob's first interview is with Melinda Nettlebeck - Head of Design and Real Estate at Nando’s Restaurant Group. Rob's second interview is with Trystan Halpert - Vice President, North American Restaurant Development at Northland Properties. Please note this was recorded on a busy show floor so there are some parts of the audio that might be a little inconsistent.

    36 min

  2. May 28

    ICSC Las Vegas 2026 ReCap

    Fresh off the floor from ICSC Las Vegas 2026, Jeremy Mercer, Will Narduzzi, and Rob Franks break down the biggest conversations shaping retail real estate right now. From packed developer meetings at the Wynn to evolving retailer demand, the crew dives into what they saw firsthand at the industry’s largest commercial real estate event. They discuss why Dallas continues to lead the country in retail growth, the return of institutional capital to the sector, and how rising rents, shrinking lease footprints, and experiential retail concepts are changing development strategies. The conversation also explores emerging trends across retail and restaurants, including the rapid expansion of chicken concepts, the impact of GLP-1 medications on food and alcohol sales, and why entertainment-focused retail continues gaining traction. Beyond retail, the episode takes a deep dive into how AI tools like Claude are beginning to transform underwriting, lease negotiations, operations, and even the future of prop tech itself. Jeremy and Will share how they’re integrating AI into their day-to-day business and why they believe the next generation of real estate professionals must become fluent in these tools. The group also shares behind-the-scenes stories from the week, including networking wins, memorable dinners, developer conversations, and lessons learned from navigating one of the busiest ICSC events yet. If you want an inside look at where retail real estate, development, and commercial investing are heading next, this episode delivers a candid, boots-on-the-ground perspective from the middle of the action. ⁠Rob Franks LinkedIn⁠⁠⁠ ⁠⁠⁠Bob Moorhead LinkedIn⁠⁠⁠ ⁠⁠Will Narduzzi LinkedIn⁠⁠ ⁠⁠⁠Jeremy Mercer LinkedIn⁠

    1h 6m

  3. May 22

    FBF: ICSC Las Vegas 2025

    In preparation for next week's episode release of Retail ReCap reporting back from ICSC Las Vegas 2026 - we are re-releasing last years episode. to get you warmed up! ⁠Rob Franks LinkedIn⁠⁠ ⁠⁠Bob Moorhead LinkedIn⁠⁠ ⁠Will Narduzzi LinkedIn⁠ ⁠⁠Jeremy Mercer LinkedIn

    1h 2m

  4. Apr 16

    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 LinkedIn ⁠Rob Franks LinkedIn⁠ ⁠Bob Moorhead LinkedIn⁠ Will Narduzzi LinkedIn ⁠Jeremy Mercer LinkedIn

    1h 4m

  5. Mar 19

    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 LinkedIn Rob Franks LinkedIn Bob Moorhead LinkedIn Jeremy Mercer LinkedIn

    1h 2m

  6. 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

  7. 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
  • 7 Episodes

Ratings & Reviews

5
out of 5
2 Ratings

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
    7
  • Rating
    Explicit
  • Copyright
    © Rob Franks, Bob Moorhead, Jeremy Mercer, and Will Narduzzi
  • Show Website
    Retail ReCap

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