Schuckman News / Blog

Q2 earnings from Target, TJX, BJ’s and Home Depot confirm a value-driven consumer — and a clear signal for which retail real estate will command capital as expansion collides with the tightest supply in a generation.

In 2026, U.S. store openings are outrunning closings for the first time since the pandemic — and grocery, discount, and off-price retailers like Aldi and Burlington are backfilling the second-generation boxes their fallen competitors left behind.

A $75M Family Dollar sale-leaseback, Aldi’s 180-store push, and a two-speed store count all point to the same thing: quality necessity-anchored retail space is scarce, and capital is paying for certainty.