Tags: retail trends 2025

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The Corner of “Available” and “Repositioned”: Inside Sycamore’s Real Estate Play for Walgreens

By Kenneth Schuckman

Category: Commercial Real Estate / Retail Trends The “Corner of Happy and Healthy” is undergoing massive reconstructive surgery. Three months after the private equity firm Sycamore Partners completed its acquisition of Walgreens Boots…

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Tariffs and Consumer Pullback Risks in U.S. Retail Sectors

By Kenneth Schuckman

Tariffs and Consumer Pullback Risks in U.S. Retail Sectors (2025 Update) U.S. retailers in 2025 are navigating a fraught landscape of rising import tariffs and wary consumers. Inflation has moderated from 2022 peaks,…

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Schuckman Realty Retail Vibes and News

By Kenneth Schuckman

Investor Briefing – Consumers Still Spending, But Are Tariffs Starting to Shift Their Habits? Executive Summary Despite macroeconomic headwinds, U.S. retail sales remain solidly positive, up 0.9% YoY in May. However, the sector…

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