In The News

Store Expansion News: September update

Published Friday, October 17, 2025

Retail and restaurant expansion surged in September, with major brands unveiling new stores, remodels, and market entries across the U.S. and beyond. Target plans seven large-format store openings in October, while Costco is set to add 35 new warehouses this fiscal year. Toys“R”Us will open 10 new U.S. flagships, and Primark continues its U.S. growth with new leases — including its debut in Minnesota. LoveShackFancy entered the Midwest with a Chicago-area boutique, and Jack & Jones will open its first U.S. stores at five Brookfield Properties malls. On the dining front, Qdoba announced a massive 50-unit franchise deal across the West, and Starbucks will refresh 1,000 cafés by 2026. Meanwhile, Ulta Beauty expanded internationally with its first stores in Mexico, and Ace Retail launched a multi-year remodel of more than 80 hardware stores.

Bed Bath & Beyond Inc. announces franchise plan

Published Wednesday, October 15, 2025

Bed Bath & Beyond Inc. is reimagining its retail model with a nationwide franchise program that blends traditional storefronts with cutting-edge blockchain finance. The company plans to finalize franchise documentation within six months, offering store formats like home, kitchen, and “Holiday Shoppe” concepts — with localized merchandise and shared revenue from BedBathandBeyond.com. In a bold move, franchisees will have access to tokenized financing through the tZERO platform, which may serve as an alternative to SBA loans. Executive Chairman Marcus Lemonis continues steering the brand toward a tech-driven future, leveraging blockchain ventures such as tZERO and GrainChain to make Bed Bath & Beyond more asset-light and digitally focused.

Facing Skyrocketing Bills, South Florida Condo Owners Are Now Knocking On Developers' Doors

Published Monday, October 13, 2025

Condo owners across South Florida are taking buyouts into their own hands as mounting repair bills, insurance hikes, and looming reserve deadlines push older buildings toward financial crisis. Following Florida’s strict post-Surfside recertification laws, many associations face skyrocketing HOA fees — in some cases from $800 to $2,000 per month — leaving owners eager to sell to developers. Despite a short extension under House Bill 913, costs remain overwhelming, and buyouts can take years as developers grow more selective and cautious. Industry experts say unity among owners is key to moving deals forward as the condo buyout trend reshapes Miami’s skyline.

Most retail, hospitality employers prepared for worker organizing

Published Friday, October 10, 2025

Retail and hospitality employers are better prepared than most industries to handle unionization efforts, according to Littler’s 2025 Labor Survey. While 36% of non-unionized employers overall say they are “not prepared at all,” that number falls to just 19% in retail and hospitality. Employers in these sectors are more likely to train frontline managers (76% vs. 52% overall), but few have strike contingency plans or detailed bargaining strategies. The report also highlights Gen Z’s growing influence, with younger workers driving demand for more input in business decisions, as well as unions’ increasing use of digital campaigns, social media, and public demonstrations to organize.

SEC says former RadioShack buyer ran a Ponzi scheme, unprofitable brands

Published Wednesday, October 8, 2025

The SEC has accused Retail Ecommerce Ventures (REV) co-founders Tai Lopez and Alexander Mehr, along with COO Maya Burkenroad, of running a $112 million Ponzi scheme. Regulators allege the executives misled investors about the profitability of their retail portfolio — which included RadioShack, Pier 1 Imports, Dress Barn, and Stein Mart — while misappropriating funds for personal use. Despite public claims of strong performance, internal records revealed steep losses across REV’s brands. The lawsuit, filed in Florida, seeks civil penalties and a jury trial.

Consumer confidence declines to five-month low in September on job worries

Published Monday, October 6, 2025

U.S. consumer confidence slipped in September to its lowest point since April, reflecting growing worries about jobs, inflation, and the broader economy. The Conference Board’s Consumer Confidence Index dropped to 94.2, with job availability and current financial conditions seeing sharp declines. Inflation remained the top concern for households, while recession fears ticked higher. Despite weaker intentions to buy cars and travel, home-buying plans climbed to a four-month high, and electronics like smartphones saw increased demand.

Forever 21 may open stores in the US, after all

Published Friday, October 3, 2025

Forever 21 may have closed all of its U.S. stores after bankruptcy, but a comeback is already in motion. Authentic Brands Group, which owns the fast-fashion label’s IP, has secured new e-commerce and wholesale deals and is now in advanced talks with a retail partner to bring physical locations back to the U.S. While details remain under wraps, the move signals ABG’s strategy to balance Forever 21’s digital presence with a renewed brick-and-mortar footprint—aiming to keep the brand relevant in both shopping malls and online marketplaces.

RCS secures lease agreements to keep Claire's stores open

Published Wednesday, October 1, 2025

Claire’s, the iconic teen accessories retailer, is getting a new lease on life—literally. Following its $140M+ acquisition by private equity firm Ames Watson, RCS Real Estate Advisors has been tapped to reshape the brand’s store footprint, securing more than 800 finalized leases with the potential to expand to 950 locations across major U.S. and Canadian markets. Once weighed down by bankruptcy and growing competition from online players like Shein and Temu, Claire’s is now positioning itself for a fresh chapter—preserving jobs, revitalizing stores, and modernizing its brand for the next generation of shoppers.

Recent News

Study: Movie theater visits decreased 10% in 2025

U.S. movie theater visits fell by at least 10% year-over-year in 2025 when comparing second and third quarter data from 2024 with the same periods in 2025, according to location intelligence provider Kalibrate. Major cinema chains experienced steeper declines with average visit volumes down approximately 15%, including Regal Cinemas declining 12.2% and Century Theatres dropping 20.3%, while independent theaters showed greater resilience with only an 8.6% decrease. Households earning over $100,000 annually showed signs of pulling back more than other income groups, notable since moviegoing has historically skewed toward those with more disposable income. Highly urbanized areas experienced the largest year-over-year declines with visits down 18%, while rural and exurban areas saw a much smaller decline of just 5%, and several Western states including Idaho, New Mexico, Utah and Wyoming posted increases of more than 5%.

Global brands shut Middle East stores as conflict causes chaos

Major retail brands have closed stores across Middle Eastern shopping hubs including Dubai as escalating regional conflict disrupts business operations and travel, with many locations operating with skeleton staff or shuttered entirely.  Chalhoub Group, operating 900 stores for brands including Versace, Jimmy Choo, and Sephora, closed all Bahrain locations while making staff attendance voluntary in UAE, Saudi Arabia, and Jordan markets. Luxury conglomerate Kering temporarily closed stores in UAE, Kuwait, Bahrain, and Qatar, while Amazon shuttered Abu Dhabi fulfillment operations and suspended regional deliveries. Apple's Dubai stores remained closed, H&M shut Bahrain and Israel locations, and consumer goods group Reckitt closed its Bahrain manufacturing site while instructing all Middle East employees to work from home. Luxury stocks LVMH, Hermès, and Richemont declined 4% to 6.5% as investors assessed the impact on a region that represented luxury's strongest growth market in recent years, accounting for 5% to 10% of global luxury spending. 

Senate Advances Sweeping Housing Bill, Includes Ban On Institutional Buyers Of Single-Family Homes

The Senate advanced the 21st Century ROAD to Housing Act with an 84-6 bipartisan vote, combining affordability and housing production measures with a Trump administration proposal to ban institutional investment in single-family homes. The bill defines institutional investors as companies owning 350 or more homes and includes exemptions for homes built to rent, with the White House indicating President Trump would sign it if passed as written.  Key provisions include simplifying National Environmental Protection Act review processes to reduce construction delays, increasing Federal Housing Administration multifamily loan limits, changing manufactured housing definitions to spur construction, and supporting housing development in opportunity zones and Community Development Block Grant jurisdictions. The legislation, authored by Senators Tim Scott and Elizabeth Warren, still requires a final Senate vote and must be reconciled with the House bill before reaching the president's desk.