What's Next for Retail Real Estate with Rebecca Fitts, SVP, Alvarez & Marsal's Property Solutions

What's Next for Retail Real Estate with Rebecca Fitts, SVP, Alvarez & Marsal's Property Solutions

Joining us in the Bambuser remote podcast studio at Shoptalk Fall in Chicago is Rebecca Fitts, SVP, Alvarez & Marsal's Property Solutions.

Hot on the heels of Rebecca's joining us on the inaugural list of top NRF Retail Voices, we do a deep dive into what's new and next for the ever dynamic world of retail real estate. Among the topics we cover is how digital disruption has shaped the physical store landscape, repurposing of malls, lingering impacts from the pandemic, the over-saturation of certain markets, and a whole lot more.

But before our fascinating interview we share our hot-takes on the week in retail news, starting with some initial thoughts on the impact of the US election. Then it's a fast-paced tour through recent earnings reports, starting with Amazon's blockbuster quarter, another solid quarter from mall owner Simon Properties and more meh from Wayfair. We also congratulate a strong move away from wobbly unicorn status for Warby Parker, before wrapping up with the race to the turkey, as Target and Walmart launch more holiday deals.

Link to Neil Blumental episode

Registration is open for a special webinar featuring Steve in conversation with Placer AI's Head of Analytical Research RJ Hottovy. From changing shopping patterns to emerging market opportunities, shifting consumer demand continues to reshape the industry. So don't miss this data-driven session unpacking the most important trends defining today’s marketplace and the strategies leading brands are using to win retail's future. It's all brought to you by Placer.AI and It all happens on Tuesday September 29 at 1pm ET..

Register here today:

https://www.placer.ai/discover-events/discover-shifting-consumer-demand

About Us

Steve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling author of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.


Michael LeBlanc is a senior retail advisor, keynote speaker and media entrepreneur. Michael has delivered keynotes, hosted fire-side discussions hosted senior retail executive on-stage in 1:1 interviews worldwide. Michael produces and hosts a network of leading retail trade podcasts, including The Remarkable Retail Podcast, The Voice of Retail, The Food Professor, The FEED powered by Loblaw and the Global eCommerce Leaders podcast. He has been recognized by the NRF as a global Top Retail Voice for 2025 and 2026 and continues to be a ReThink Retail Top Retail Expert for the fifth year in a row.

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Jaksot(311)

Lululemon Slides, Five Below Sizzles & Anthropic Enters Commerce, Plus Guest co-Host Anne Mezzenga Goes Undercover

Lululemon Slides, Five Below Sizzles & Anthropic Enters Commerce, Plus Guest co-Host Anne Mezzenga Goes Undercover

Remarkable Retail Episode 311 welcomes guest co-host and longtime friend of the pod Anne Mezzenga, Founder & CEO of Retail Field Report, joining Steve Dennis and Michael LeBlanc on mic and on camera.A...

8 Syys 52min

Walmart Stalls, Target Stirs & Amazon Flies, Plus Bain Capital's Scott Friend and VMG's Indy Guha

Walmart Stalls, Target Stirs & Amazon Flies, Plus Bain Capital's Scott Friend and VMG's Indy Guha

Episode 310 opens with Steve Dennis reporting back from an invitation-only Amazon analyst day in Seattle, two days focused on Prime and grocery. Steve unpacks the breadth of the Prime flywheel, Amazon...

25 Elo 1h 2min

Amazon Surges, Luxury Splits, Wayfair Surprises, Plus Wharton's Kartik Hosanagar on Why AI Is the Customer Now

Amazon Surges, Luxury Splits, Wayfair Surprises, Plus Wharton's Kartik Hosanagar on Why AI Is the Customer Now

Amazon keeps raising the bar. Steve Dennis and Michael LeBlanc open with the retailer's blockbuster quarter: massive gains in AWS and advertising, staggering AI capex, and retail revenue up 16% year o...

11 Elo 56min

Ulta Beauty's Amiee Bayer-Thomas on Why Stores Are Queen, Plus Wayfair's Big-Box Bet and Shein's Hong Kong Pivot

Ulta Beauty's Amiee Bayer-Thomas on Why Stores Are Queen, Plus Wayfair's Big-Box Bet and Shein's Hong Kong Pivot

Steve Dennis and Michael LeBlanc open episode 308 with a check on Steve's number one prediction for 2026 — uncertainty reigns supreme — and it's holding up. The flat 10% global tariff is gone, replace...

28 Heinä 59min

Bombas CEO Jason LaRose on Socks, Soul, and Scale — Plus Nike Stalls While Levi's and Aritzia Soar

Bombas CEO Jason LaRose on Socks, Soul, and Scale — Plus Nike Stalls While Levi's and Aritzia Soar

This episode comes to you live from our pop-up studio at the CommerceNext Growth Show in New York City. Our guest: Jason LaRose, CEO of Bombas — the brand that turned socks, underwear, and tees into a...

14 Heinä 1h

Tractor Supply CMO Kimberley Gardiner on the Power of "Life Out Here." PLUS : Grocery's Shaky Middle and Starbucks Convenience Pivot

Tractor Supply CMO Kimberley Gardiner on the Power of "Life Out Here." PLUS : Grocery's Shaky Middle and Starbucks Convenience Pivot

Recorded live on the CommerceNext Growth Show main stage in NYC, Steve Dennis sits down with Kimberley "KG" Gardiner, Chief Marketing Officer of Tractor Supply Company, who traces her path from senior...

30 Kesä 55min

The Analysts Reunited: Strong Sales, Sour Sentiment, and Tough Turnarounds

The Analysts Reunited: Strong Sales, Sour Sentiment, and Tough Turnarounds

Episode 304 reunites The Analysts — Remarkable Retail's celebrated panel of Forrester's Sucharita Kodali, Guggenheim's Simeon Siegel, and GlobalData's Neil Saunders — to take stock of retail coming ou...

16 Kesä 41min

The Fuel Powering Costco's Growth, Department Store Drama, & Off-Price Domination

The Fuel Powering Costco's Growth, Department Store Drama, & Off-Price Domination

On Episode 304 of the Remarkable Retail podcast, co-hosts Steve Dennis and Michael LeBlanc dig into a busy earnings season, the global forces reshaping retail, and the competitive divides separating w...

9 Kesä 40min

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