@jasonmiller15 Avatar @jasonmiller15 Jason Miller

Jason Miller posts on X about in the, store, closed, business the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 60.95% finance 20% cryptocurrencies 6.67% automotive brands 3.81% technology brands 1.9% social networks 0.95% countries 0.95% fashion brands 0.95% luxury brands 0.95% financial services 0.95%

Social topic influence in the 17.14%, store 17.14%, closed 15.24%, business 9.52%, food 7.62%, toys 6.67%, $aap #2, $burl 6.67%, joann inc 6.67%, cvs 5.71%

Top accounts mentioned or mentioned by @2024dion @sfarringtonbkc @capitalfang @toysrus @linkedin @retaildive @mrneutralman @costco @target @bedbathbeyond @groceryoutlet @uhaul @gasbiz @cariboucoffee @starbucks @bnbuzz @burlington @dirtdog @hunterlamun @realassetsvalue

Top assets mentioned Advance Auto Parts, Inc. (AAP) Burlington Stores, Inc. (BURL) JOANN Inc. (JOANQ) CVS Health Corp (CVS) Ollie's Bargain Outlet Holdings, Inc. Common Stock (OLLI) Floor & Decor Holdings, Inc. (FND) Dollar Tree Inc (DLTR) O'Reilly Automotive Inc (ORLY) Kohl's Corporation (KSS) Tractor Supply Co (TSCO) Amerco (UHAL) Krispy Kreme, Inc. (DNUT) Autozone Inc (AZO) Sun Country Airlines Holdings, Inc. (SNCY) MURPHY USA INC. (MUSA) Walgreens Boots Alliance Inc (WBA) Casey's General Stores, Inc. (CASY) Murphy Oil Corp. (MUR) GoChain (GO) Target Corporation (TGT) TJX Companies, Inc. (TJX) DarkShield Games Studio (DKS) Tesla, Inc. (TSLA) Dutch Bros, Inc. (BROS) Noble Corporation (NE) BJ's Wholesale Club Holdings, Inc. (BJ) Walmart, Inc. (WMT) SafeMoon (SFM)

Top Social Posts

Top posts by engagements in the last [--] hours

"The takeaway These newly announced CVS ($CVS) drugstore closures will not doom its real estate. Its first rate locations proximity to population key features and functional relevance will result in many unique adaptive re-use/re-tenanting opportunities"
X Link 2021-11-18T22:07Z [----] followers, [--] engagements

"Jack in the Box $JACK announced today that it is acquiring Del Taco $TACO a [---] unit QSR chain. A key reason $TACO was a strong acq. candidate 99% of its restaurants feature drive-thrus. Drive-thrus have become one of the most important features of retail real estate. 🧵"
X Link 2021-12-07T01:26Z [----] followers, [--] engagements

"4 yrs ago this week Walmart ($WMT) abruptly closed [--] Sams Clubs in the U.S. These closures vacated [--] MM sf of retail real estate. But just [--] yrs later the story is much different. Over 80% of the clubs have been re-tenanted & redeveloped. But the new uses may surprise. A high school career academy in Minnesota. A city hall in Stonecrest Georgia. An Airstream RV dealership in Arizona. A career services agency for the blind in Wisconsin. What do these properties have in common They were all once a Sams Club retail store. 🧵 https://t.co/zaslZnDh9t A high school career academy in Minnesota. A"
X Link 2022-01-15T18:57Z [----] followers, [--] engagements

"Today's grand opening of Chipotle at our new Plymouth Marketplace located at corner of Ann Arbor/Haggerty Rds in Plymouth Twp MI. Several other tenants are coming soon - and rising in the background is the brand new Henry Ford Health Medical Center slated to open in the Fall"
X Link 2022-04-01T00:23Z [----] followers, [--] engagements

"Toys R Us filed for bankruptcy [--] years ago this week. It was the 3rd largest retail bankruptcy in U.S. history. All 725+ @ToysRUs stores closed for good. But its real estate has not remained vacant. Just [--] years later 90% of Toys R Us stores now have new tenants or uses. 🧵"
X Link 2022-09-15T14:29Z [----] followers, [--] engagements

"Floor & Decor $FND is saving millions by opening new stores in second use" sites: But these stores may not be as productive as repurposes by other retailers like Dollar Tree $DLTR and $OLLI On last week's Q3 [----] earnings call Floor & Decor CEO Tom Taylor noted that construction costs for the [--] new stores it is opening in [----] are $1.5 MM less than the amount spent to open [--] new stores in [----] One reason why Floor & Decor's reliance on "second use" sites rather than new ground up construction Taylor noted the retailers new store class of [----] will also benefit from lower costs and optimized"
X Link 2025-11-03T14:02Z [----] followers, [----] engagements

"The average age of U.S. vehicles reached [--] years in [----] Older vehicles require more maintenance and repair Which may lead to increased demand for auto parts AutoZone $AZO OReilly $ORLY and Advance Auto Parts $AAP have shifted their real estate strategies in recent years to adjust to this new reality They are now developing more Hub stores which are 3-5x the size of standard stores Where have the auto parts retailers sourced the real estate for these Big Box Hub stores Mostly through the repurpose of 2nd generation real estate vacated by other retailers"
X Link 2026-01-07T19:59Z [----] followers, [---] engagements

"Allegiant Air $ALGT Is Acquiring Sun Country Airlines $SNCY Just Months After Exiting From Its Real Estate Development Projects: via @LinkedIn https://www.linkedin.com/pulse/allegiant-air-acquiring-sun-country-airlines-just-months-jason-miller-bt0ic https://www.linkedin.com/pulse/allegiant-air-acquiring-sun-country-airlines-just-months-jason-miller-bt0ic"
X Link 2026-01-17T17:56Z [----] followers, [---] engagements

"27 Kohl's $KSS stores closed in Spring [----] The most common reuse of these properties thus far has been as grocery stores Sprouts Farmers Market $SFM Lidl Whole Foods and now Asian grocer H Mart are all planning to repurpose former Kohls buildings https://open.substack.com/pub/jasonmiller15/p/27-kohls-stores-closed-in-2025-manyr=6haq0&utm_campaign=post&utm_medium=web https://open.substack.com/pub/jasonmiller15/p/27-kohls-stores-closed-in-2025-manyr=6haq0&utm_campaign=post&utm_medium=web"
X Link 2026-01-22T22:20Z [----] followers, [---] engagements

"27 Kohl's $KSS stores closed in 2025; several of these properties are now becoming grocery stores Last Spring Kohls closed [--] stores of its leased Big Box stores Although these sites represented just 2% of the [----] Kohls stores they still resulted in [--] MM square feet of retail vacancy Much of this real estate however has been in demand by other tenants and users Some former Kohls properties are being converted into non-retail uses including as a warehouse in MA a school in Northern CA and a condo/hotel redevelopment in Napa Valley But the single most common reuse of these shuttered Kohls"
X Link 2026-01-26T14:18Z [----] followers, [---] engagements

"Interesting and you very well may be right The other aspect is that in many markets non-anchored centers are of newer vintage and have more "credit type" users rather than solely the mom & pops in most grocery/neigbhorhood centers But I am not sure how much mark to market upside there is in these assets https://twitter.com/i/web/status/2022053485726806156 https://twitter.com/i/web/status/2022053485726806156"
X Link 2026-02-12T21:01Z [----] followers, [--] engagements

"$50 MM raised by $BIRD in [----] to fund store expansion and now. Just one of many e-commerce brands convinced that high cost real estate was the way to build a brick and mortar presence: Allbirds to close all US stores save [--] outlets via @RetailDive https://www.retaildive.com/news/allbirds-closing-all-us-stores-two-outlets/810712/utm_source=Sailthru&utm_medium=email&utm_campaign=Issue:%202026-01-28%20Retail%20Dive%20Newsletter%20%5Bissue:81156%5D&utm_term=Retail%20Dive"
X Link 2026-01-28T20:59Z [----] followers, [---] engagements

"Fast forward [---] years and $TSCO is now self-developing 50% of new stores that it opens each year Tractor Supply claims that it is saving 10% on new store projects by procuring materials at a lower cost and avoiding fees it previously paid to developers It then systematically sells the stores at "strong" cap rates Tractor Supply $TSCO announced changes to its real estate strategy: 1) Increasing from [--] new stores/yr to 90/yr w/3000 store target (up from [----] stores today) 2) Bringing new store development "in-house" to reduce cost improve timelines and lower rents 3) Planning"
X Link 2026-01-29T20:25Z [----] followers, [---] engagements

"Tractor Supply CEO Hal Lawton commented that the Company is saving 10% by self-developing 1/2 of the [---] new stores it plans to open in [----] $TSCO may save even more on the other 1/2 of new store openings By repurposing 2nd generation space vacated by other retailers"
X Link 2026-01-30T20:30Z [----] followers, [---] engagements

"Tractor Supply $TSCO is saving 20% by self-developing 1/2 of its new stores: Why the other 1/2 of new stores may cost even less yet be more productive: In July [----] Tractor Supply execs announced several changes to the Companys real estate strategy including: 1) Accelerate new store growth from [--] new stores/year to [--] stores/year 2) Establish an internal group to bring new store development in-house 3) Monetize its [---] owned stores and its to-be-developed future sites On last weeks Q4 [----] earnings call CEO Hal Lawton provided an update of sorts to this strategy shift $TSCO achieved the"
X Link 2026-02-02T14:16Z [----] followers, [---] engagements

"63% of the 152K convenience stores in the U.S. are operated by companies w/10 or fewer locations With high construction costs and sites difficult to find some indep. operators have turned to existing buildings for adaptive reuse into c-stores and gas stations Like drugstores Many drugstores are located on high traffic 1-2 acre parcelsoften premier hard corners or signalized intersections with high traffic flow and good access They are typically set close to the street and feature prominent signage a dedicated parking field and even a drive thru Plus drugstores may represent some of the very"
X Link 2026-02-04T14:03Z [----] followers, [---] engagements

"Bob's Discount Furniture $BOBS raised $330 MM in its IPO today This liquidity will now be paired w/the $350 MM term loan that it finalized last October And is likely result in additional store growth If Bob's can find the real estate The furniture retailer has added [---] stores over the past [--] years by opportunistically repurposing Big Box real estate vacated by other retailers Especially stores vacated by bankrupt retailers: Toys R Us sites now account for 10% of the [---] Bobs Discount Furniture stores in [--] states At least a dozen former Bed Bath & Beyond $BBBY spaces have already been"
X Link 2026-02-05T18:30Z [----] followers, [---] engagements

"For more on why ABC Fine Wine & Spirits is opening larger stores and acquiring chains outside its Florida home It could be a response to Total Wine & More And may lead to even more drugstore and Big Box retail-to-liquor store conversions nationwide https://open.substack.com/pub/jasonmiller15/p/florida-based-abc-fine-wine-and-spiritsr=6haq0&utm_campaign=post&utm_medium=web https://open.substack.com/pub/jasonmiller15/p/florida-based-abc-fine-wine-and-spiritsr=6haq0&utm_campaign=post&utm_medium=web"
X Link 2026-02-08T17:24Z [----] followers, [---] engagements

"@Mr_Neutral_Man Interesting b/c that implies significant upside to Kohl's rent went the space is ultimately re-tenanted as I believe the $KSS rent is in the low $30/sf range: https://x.com/jasonmiller15/status/1940787504887496754s=20 Kohls $KSS and Lowe's $LOW are unlikely losers in the bankruptcy of home goods retailer At Home Not due to impact to their retail operations But because they were "sublandlords" to At Home at [--] of the [--] stores that it is closing Kohl's was collecting $3MM+/year in https://x.com/jasonmiller15/status/1940787504887496754s=20 Kohls $KSS and Lowe's $LOW are unlikely"
X Link 2026-02-12T14:33Z [----] followers, [--] engagements

"Many convenience store chains have acquired and repurposed former drugstore buildings as c-stores and gas stations What strategies are they using to repurpose former drugstore buildings And why the plans for independent operators vary from those of national chains like Murphy Oil $MUSA Circle-K $ATD Caseys $CASY and others: How To Convert A Former Drugstore Into A Convenience Store And Gas Station: https://open.substack.com/pub/jasonmiller15/p/how-to-convert-a-former-drugstorer=6haq0&utm_campaign=post&utm_medium=web"
X Link 2026-02-12T15:49Z [----] followers, [---] engagements

"C-store chains are looking at many ways to acquire sites Including by acquiring existing vacant buildings Like a new Murphy Oil $MUSA planned in Michigan It is expected to take the place of a former Rite Aid drugstore"
X Link 2026-02-13T14:22Z [----] followers, [---] engagements

"The newest Grocery Outlet $GO opened yesterday in Falls Church VA Unlike its other sites this location is in the mixed-use [---] at Tinner Hill project As the ground floor retail below [---] apartment units And a backfill of a 26K sf former Target $TGT that closed in 2023"
X Link 2026-02-13T18:13Z [----] followers, [---] engagements

"Advance Auto Parts execs noted on this morning's earnings call that the average cost to open a new Market Hub store is $2 MM But that varies depending on whether the new store is ground-up construction or in repurposed space Plus the lease rate for new construction is typically much higher than 2nd gen space which will impact store profitability $AAP can likely save millions--and generate more profitable stores--if it can find suitable 2nd generation space for the 10-15 Market Hubs it plans to open in [----] Advance Auto Parts $AAP reported strong Q1 results In large part due to the comp lift"
X Link 2026-02-13T19:34Z [----] followers, [---] engagements

"Florida-based ABC Fine Wine & Spirits is a 127-store chain that specializes in wine spirits beer cigars and gourmet foods Most stores are 10K square feet But newer locations are bigger and have more bells and whistles Like a Winter Garden FL property ABC acquired in [----] Originally a drugstore (and later a fitness center) the 15K square foot building was quickly repurposed It opened in [----] as one of the most innovative stores yet for ABC Fine Wine & Spirits The store features a unique "whiskey experience" tasting section where customers can sample bourbon scotch and whiskey from across the"
X Link 2026-02-06T18:08Z [----] followers, [---] engagements

"Total Wine & More is one of the few multi-state Big Box liquor store retailers And it has been growing its store base by utilizing repurposed real estate Especially stores vacated bankrupt retailers like Toys and Babies R Us Stein Mart and Bed Bath & Beyond Despite the significant # of liquor control states and the byzantine state and local laws that govern alcohol sales in much of the country Total Wine operates just under [---] stores in [--] states The $6 BB wine and spirits retailer sells an estimated [---] MM bottles of wine and spirits to [--] MM customers annually However laws and regulations"
X Link 2026-02-07T18:43Z [----] followers, [---] engagements

"In recent years ABC Fine Wine & Spirits has opened several new stores in repurposed former drugstore buildings in its home state of Florida Last month the 127-store family owned retailer also acquired Applejack Wine & Spirits a Colorado-based chain This acquisition takes ABC out of its Florida home for the first time in its [--] year history And into even larger repurposes of Big Box retail space--like Applejack's repurpose of a former Whole Foods grocery store in Colorado Springs So why ABC is opening larger stores and expanding into new markets Well wine and spirits stores in repurposed"
X Link 2026-02-08T17:21Z [----] followers, [---] engagements

"Advance Auto Parts $AAP is planning to double the number of its Big Box Market Hub stores by the end of [----] Opening these Market Hubs in repurposed real estate will likely save the Company millions But Advance Auto may need to act aggressively to secure this real estate and beat other retailers chasing these sites Including its top competitors AutoZone $AZO and OReilly Auto Parts $ORLY https://open.substack.com/pub/jasonmiller15/p/adding-market-hubs-in-repurposedr=6haq0&utm_campaign=post&utm_medium=web"
X Link 2026-02-15T15:14Z [----] followers, [---] engagements

"An increasingly popular adaptive reuse of a former drugstore A convenience store and gas station But small c-stores are pursuing different strategies than large chains like $CASY $MUSA and $ATD How To Convert A Former Drugstore Into A Convenience Store And Gas Station: https://open.substack.com/pub/jasonmiller15/p/how-to-convert-a-former-drugstoreutm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/jasonmiller15/p/how-to-convert-a-former-drugstoreutm_campaign=post-expanded-share&utm_medium=web"
X Link 2026-02-15T19:13Z [----] followers, [---] engagements

"When Hobby Lobby and Price Chopper Supermarket closed a few years back in a Missouri #shoppingcenter there was concern about possible long-term vacancy But the space did not remain empty long North Kansas City (NKC) Schools acquired the side-by-side Big Box retail buildings and renovated them into a $24 MM 115K sf early childhood center NKC Schools estimates that it saved $17 MM by acquiring and repurposing the retail properties rather than building new from the ground up And its construction timeline was also accelerated since most work was limited to interior renovation and building"
X Link 2024-01-09T19:48Z [----] followers, 19.6K engagements

"One of the most unique Toys R Us #adaptivereuse conversions An indoor #carwash Valet Auto Wash has completed at least [--] #ToysRUs to car wash conversions They are fully enclosed and climate controlled and feature double wash tunnels a wax tunnel and 70+ indoor vacuums"
X Link 2024-01-12T16:53Z [----] followers, [---] engagements

"ALDI operates [----] stores in [--] states Though not yet in Nevada But a recent submittal to the city of Henderson NV shows ALDI in a 30K sf fmr Bed Bath & Beyond Backfills of 2nd gen space have been key to its growth And ALDI has opened at over a dozen fmr Toys R Us sites"
X Link 2024-01-31T15:55Z [----] followers, [----] engagements

"A new @Costco opened yesterday in Anchorage AK Not a conventional warehouse club but instead a Costco Business Center It is still open to all $COST members but primarily sells office supplies commercial appliances and larger quantity food and grocery items designed to serve restaurants 70% of products at a Costco Business Center are different than those offered at a standard club store Another unique thing about this site in Anchorage Unlike a typical club that Costco develops new and builds from ground up this site is an adaptive reuse of a former 140K sf Sam's Club that closed in 2018"
X Link 2024-02-03T17:38Z [----] followers, [----] engagements

"On yesterday's earnings call $BYON CEO Marcus Lemonis noted that many people ask him: "Is Bed Bath & Beyond going to have stores again" While Lemonis indicated that there are no immediate plans to open stores he certainly did not rule it out in the future He also noted that the Company regularly receives inbound calls from groups that want to license the brand internationally - including in Mexico and the UAE However one country where the Bed Bath & Beyond brand thrives internationally is also a locale where a licensing arrangement is not likely possible: New Zealand Because there already is"
X Link 2024-02-22T16:01Z [----] followers, [----] engagements

"Ever wonder what happens to the real estate after a major retailer goes bankrupt and closes its stores Consider the case of Sports Authority - which went bankrupt exactly [--] years ago Its 460+ Big Box retail stores closed And [--] MM+ sf was vacated But 95% of these stores now have new tenants - or new uses [--] retailers - $DKS $BURL and $TJX - opened in [--] stores each and account for 1/4 of all re-tenanted sites Hobby Lobby ALDI Total Wine and Ashley Furniture each opened at [--] former sites [---] stores (1/3 of backfilled locations) were part of adaptive reuse projects and are now fitness centers"
X Link 2024-03-01T16:04Z [----] followers, 29.5K engagements

"From Walmart to.#carwash That was the conversion completed by Splash Car Wash in Maumelle AR The car wash was built within a 35K sf former Walmart bldg It has [--] enclosed wash tunnels LED lighting and indoor vacuum stations And now anchors the adj 30K sf #stripmall"
X Link 2024-03-09T17:08Z [----] followers, 11.3K engagements

"Later this year Tesla $TSLA will open its 200th U.S. service center While some were developed from the ground up many were created via the #adaptivereuse of other real estate Like these [--] examples that include a bowling alley casino Big Box retail bldg And even a theater🧵"
X Link 2024-03-11T15:15Z [----] followers, [----] engagements

"The big issue w/the [----] Family Dollar store closures is the lack of a major tenant or retail category to absorb a substantial amount of this real estate For instance off price retailers like $TJX and $BURL backfilled hundreds of Big Box stores vacated by Toys R Us and Bed Bath & Beyond $UHAL has converted 100+ Kmart sites to a storage use And Family Dollar and $DLTR themselves have taken over hundreds of vacant drugstore sites But there is no major tenant or retail category waiting in the wings to backfill the real estate that Family Dollar is set to vacate Instead "one off" users will be"
X Link 2024-03-13T17:24Z [----] followers, 12.7K engagements

"Given its financial distress $JOAN hired Gordon Bros. earlier this year to try to renegotiate its store leases On Friday JOANN Inc. filed for bankruptcy But w/no plans to reject leases on any of its [---] stores Why Most likely b/c its real estate costs - and sites - were not core to its problems And instead are critical to its potential turnaround Specifically $JOAN revealed that: 96% of its stores are profitable on a [--] wall basis 80% of stores generate contrib. margin of 10% just 4% of its stores are located in malls 1/3 of its unprofitable sites are actually new stores in a sales ramp up"
X Link 2024-03-19T15:14Z [----] followers, 35.7K engagements

"Krispy Kreme's expanded partnership with McDonald's is shining a light on the doughnut chain's 'hub and spoke' real estate model Its [---] U.S. hub stores currently generate $4.6 MM in annual revenue And deliver doughnuts daily to 7K points of access - a number that will more than triple when all 14K U.S. McDonald's are added by [----] But Krispy Kreme's international locations really shine: Its [--] int'l hub stores generate serve 5K access points and generate $10 MM in avg annual revenue/hub As more access points are added int'l hubs are likely to be even more profitable And the busiest int'l"
X Link 2024-03-27T18:20Z [----] followers, 25.5K engagements

"Target $TGT has [--] new stores in its pipeline They range in size from 33K to 150K+ sf across [--] states And 1/3 of these @Target stores will be developed via #adaptivereuse Including of: Buildings once occupied by competitors Backfills of department stores and Conversions of former grocery stores particularly in land scarce and hard-to-enter markets As Target leans into its stores-as-a-hub strategy (stores fulfill 96% of sales) And experiments in different types of real estate store formats and markets Expect adaptive reuse and second generation space to play an even larger role in its new"
X Link 2024-04-06T19:15Z [----] followers, [----] engagements

"A Red Lobster bankruptcy may happen soon It will likely be followed by many restaurant closures With plenty of real estate available for adaptive reuse But some former Red Lobster restaurants have already been repurposed Including the original Red Lobster restaurant that opened in [----] in a new building on the shores of Lake Parker in Lakeland FL A casual dining seafood restaurant was a new concept - but well received by customers as evidenced by a full parking lot and frequent lines to enter Bill Darden - the founder of Red Lobster - opened four more restaurants over the following two years"
X Link 2024-04-19T21:02Z [----] followers, [----] engagements

"These Former Big Box Retail Buildings Now Serve A Higher Calling There are [----] megachurches (w/2000+ members) in the U.S. And as membership grows churches need larger spaces Like former Big Box retail bldgs Hundreds of churches are the product of Big Box adaptive reuse (40+ alone in former Kmarts) Including the following examples: A Home Depot-turned-Church and Community Center in Rocky Mount NC Word Tabernacle Church converted the former [------] sf Home Depot in Rocky Mount into a church and community center The building was renovated to include an auditorium and chapel as well as areas"
X Link 2024-05-01T13:39Z [----] followers, [----] engagements

"The first ALDI in Nevada is opening later this year In a 2nd generation space in Henderson NV that is - at 30K square feet - larger than most #ALDI #grocery stores Another interesting thing about this new ALDI It is an #adaptivereuse of a former @BedBathBeyond"
X Link 2024-05-11T12:59Z [----] followers, [----] engagements

"@2024dion Megachurches have certainly transformed real estate Particularly w/adaptive reuse The Big Box retail to megachurch conversion is in the hundreds and the transformations are quite impressive: https://x.com/jasonmiller15/status/1785665356066910391 These Former Big Box Retail Buildings Now Serve A Higher Calling There are [----] megachurches (w/2000+ members) in the U.S. And as membership grows churches need larger spaces Like former Big Box retail bldgs Hundreds of churches are the product of Big Box adaptive reuse https://t.co/xMFIzuX09o"
X Link 2024-05-22T14:41Z [----] followers, [----] engagements

"There were [----] bank branches that closed in [----] There were [----] net new QSR openings in [----] And while not every new fast food restaurant opened in an #adaptivereuse of a shuttered bank brand.several did #Starbucks #DutchBros #Chipotle $SBUX $BROS $CMG"
X Link 2024-05-25T18:38Z [----] followers, [----] engagements

"The Video Store Chain That Became An Adaptive Reuse Real Estate Company: Family Video's movie rental business did not survive - but the Company has thrived by repurposing its real estate into a variety of new - and unique - uses The Family Video chain was started by the Hoogland Family back in [----] Although it later rivaled Blockbuster Family Video differentiated by focusing primarily on small cities suburbs and rural areas It eventually grew to over [---] locations in [--] states and Canada But the majority of the Illinois-based chain's stores were in small Midwestern towns and suburbs Family"
X Link 2024-05-26T21:28Z [----] followers, [----] engagements

"@2024dion Of course there are also adaptive reuse elementary school examples When Hobby Lobby and Price Chopper Supermarket closed a few years back in a Missouri #shoppingcenter there was concern about possible long-term vacancy But the space did not remain empty long North Kansas City (NKC) Schools acquired the side-by-side Big Box retail buildings and https://t.co/sj7GggQXIz When Hobby Lobby and Price Chopper Supermarket closed a few years back in a Missouri #shoppingcenter there was concern about possible long-term vacancy But the space did not remain empty long North Kansas City (NKC)"
X Link 2024-06-08T00:05Z [----] followers, 18.1K engagements

"Adaptive Reuse And Backfills of Bankrupt Retailers: Where Grocery Outlet $GO Sources Its Real Estate In [----] @GroceryOutlet will likely open its 500th store The fast growing 'off price' #grocery chain which sells deeply discounted groceries and consumables is adding [--] new stores per year Grocery Outlet operates a unique business model in the grocery space: All Grocery Outlet stores are franchised and run by independent operators (IOs) that generally operate a single store in their local market The product offering consists of fresh food such as meat produce and dairy as well as closeout buys"
X Link 2024-06-11T13:15Z [----] followers, 12.4K engagements

"U-Haul has acquired - and repurposed - hundreds of #BigBox buildings And sometimes it gets up and running very quickly Like w/its recent acquisition of the former Lake Livingston Outlet Mall in Livingston TX $UHAL acquired the property on June 12th By June 17th it had already opened for business -- at least for truck rental boxes and moving supplies @uhaul has also commenced its "Adaptive Reuse" program at the Livingston property Like it has w/many other Big Box buildings (including [---] former Kmarts) U-Haul will now renovate and repurpose the property for a variety of uses Once complete the"
X Link 2024-07-20T17:18Z [----] followers, [----] engagements

"@gas_biz You could do an adaptive reuse into a drive thru restaurant and cafe: https://x.com/jasonmiller15/status/1684219221251588104 @cariboucoffee @Starbucks The Hip Caf in Fayetteville AR opened in a former self serve #carwash space It converted the former office area to a kitchen and dining area And has re-used the former car wash bays for not only a #drivethru lane but also as outdoor covered patio seating https://t.co/AeWg2TFPrn https://x.com/jasonmiller15/status/1684219221251588104 @cariboucoffee @Starbucks The Hip Caf in Fayetteville AR opened in a former self serve #carwash space It"
X Link 2024-07-25T14:36Z [----] followers, [----] engagements

"Barnes & Noble is opening [--] new stores in [----] New @BNBuzz stores are to be backfills of 15K sf retail buildings and customized for each locale So what type of 15K sf building has room for a cafe (and #drivethru) in a "neighborhood" site Former #drugstore real estate"
X Link 2024-08-04T14:30Z [----] followers, [----] engagements

"Is Dutch $BROS Shifting Its Real Estate Strategy From New Construction to Adaptive Reuse Dutch Bros operates [----] shops It is adding [---] shops/yr and wants to grow to [----] Like other chains though Dutch Bros has been plagued by high construction costs permitting delays and the significant company resources required to build new ground-up prototype shops on leased land CEO Christine Barone even noted on last weeks Q2 earnings call that [----] could be the high watermark for the ground leases which is the most expensive way for us to spend money to get a shop out of the ground. So Dutch Bros may"
X Link 2024-08-12T17:36Z [----] followers, [----] engagements

"A former Walgreens drugstore in Houston was repurposed as a c-store and gas station Local Houston chain Now and Forever added [--] fuel pumps on the parking lot And converted the 14K sf Walgreens building into a Now and Forever "Plus" c-store given its extra large size"
X Link 2024-08-20T18:24Z [----] followers, [----] engagements

"A former Rite Aid was repurposed for the dogs Off Leash a combined dog park and full service restaurant opened this past June in Alpharetta GA In a former Rite Aid drugstore The 11K sf Rite Aid building was split into a 5K sf restaurant and coffee bar (for humans) and a 6K sf as an indoor dog play area A 1/2 acre area to the rear of the property was also converted to an outdoor dog park Off Leash offers both single day passes as well as monthly and annual memberships And the "premium" dog park even has trained "dogtenders" on hand to police behavior in the indoor and outdoor dog parks"
X Link 2024-09-01T19:05Z [----] followers, [----] engagements

"Rite Aid is expected to emerge from bankruptcy in the coming weeks with $2.5 BB in new exit financing $2 BB less debt And over [---] fewer drugstores So as $RAD moves on what will happen to the [--] MM+ sf of vacant #drugstore real estate that it leaves behind [--] years ago #ToysRUs filed for bankruptcy and closed a similar number of its #BigBox stores But its real estate did not remain vacant for long: 90% of [---] Toys R Us stores were re-tenanted or redeveloped within [--] years 60% of Toys R Us stores were backfilled by tenants in just [--] retail categories: Off Price Retail (30% of backfilled"
X Link 2024-09-02T20:45Z [----] followers, [----] engagements

"Burlington recently added its 1000th store And the @Burlington store count has nearly doubled in the past [--] years So where did $BURL find the real estate to add [---] new stores Largely from space vacated by bankrupt retailers: In fact 1/2 of net new stores over the past [--] years has come from real estate vacated by [--] bankrupt retailers: [--] former Kmart buildings [--] Bed Bath and Beyond spaces [--] Toys R Us stores [--] Sports Authority sites Burlington has also backfilled many stores once occupied by Sears Linens N Things and Circuit City CEO Michael O'Sullivan notes that the real estate of bankrupt"
X Link 2024-09-04T13:54Z [----] followers, [----] engagements

"A former Kmart in North Hollywood CA is being repurposed as a Tesla Showroom and Service Center $TSLA plans to use all 117K sf of the Kmart building It will include a collision center paint booths an indoor area for car delivery/customer pickup And is opening this Fall"
X Link 2024-09-12T17:03Z [----] followers, [----] engagements

"1000 drugstores closed in the past [--] months alone With more likely on the way Many will be re-occupied by a single user But some may be repurposed for multi-tenant use Like this proposed conversion of a former Walgreens into a [--] tenant bldg anchored by Panera and Chipotle"
X Link 2024-09-20T15:57Z [----] followers, 15.8K engagements

"Sometimes less is more when it comes to commercial real estate As in "shrinking" a property might actually make it more valuable This was the case with a grocery anchored shopping center in Michigan that we had acquired It was 50% occupied at the time of our purchase With long-term vacancy concentrated in the hard-to-see corner of the L-shaped center Demolishing this part of the property would obviously reduce leasable space But it would also improve access and visibility add parking make the remaining space more attractive to potential tenants And ultimately result in a more valuable"
X Link 2024-09-21T16:42Z [----] followers, [----] engagements

"Asian supermarkets are among the fastest growing specialty #grocery stores And they are opening both more-and larger-stores Like Empire Foods of Brooklyn Center MN that opened earlier this year in a 180K sq ft former Walmart The warehouse-style store sells groceries in both case and unit quantities as well as produce kitchen supplies and housewares Food offerings include a vast selection of noodles spices and an extensive meat and seafood section that includes hard-to-find items like wild boar boiled duck eggs and chicken feet"
X Link 2024-10-13T19:46Z [----] followers, [----] engagements

"Walgreens $WBA plans to close [----] stores over the next [--] years Including [---] in [----] alone So what are the reuse options for this real estate Past examples include shoe and grocery retail stores plus even car wash dealership convenience store and multi-tenant conversions"
X Link 2024-10-15T12:31Z [----] followers, [----] engagements

"Advance Auto Parts is closing [---] stores So what will happen to this real estate The good news is that many $AAP stores are freestanding 7-8K sq ft buildings w/open floor plans ample parking and even a roll-up door -- features that will allow them to be repurposed for many uses Additionally most stores are located on high traffic roads w/good visibility The bad news is there is no major tenant or retail category set to absorb a substantial amount of this real estate For instance off price retailers like $TJX and Burlington backfilled hundreds of Big Box stores vacated by Toys R Us and Bed"
X Link 2024-11-18T14:18Z [----] followers, 157.3K engagements

"Seeking a user to backfill a vacant drugstore Natural Grocers $NGVC would like to take a look Many of the #grocery chains [---] stores are in 2nd generation space vacated by other retailers like Walgreens $WBA And its first Waco TX store is opening soon - in a former $CVS"
X Link 2024-11-29T15:20Z [----] followers, [----] engagements

"Krispy Kreme $DNUT is adding more doughnut "hubs" Through creative adaptive reuse of existing real estate Like its proposed repurpose of a former $CVS drugstore in Minnesota Fresh off a partnership w/McDonald's $MCD that will result in Krispy Kreme delivering fresh doughnuts daily to 12K U.S. McDonald's restaurants by [----] the doughnut maker needs to add real estate At #KrispyKreme most doughnuts are baked at its 'hot light' theater shops Which can both serve onsite customers and act as "hubs" that distribute fresh daily (DFD) doughnuts to "spokes" like gas stations grocery stores and"
X Link 2024-12-04T16:38Z [----] followers, [----] engagements

"Another Party City #bankruptcy may imminent This time its [---] stores are likely to close for good But do its leases have value to other retailers [--] years ago #PartyCity closed [--] stores in bankruptcy But 1/4 of its store leases were sold to Michaels and Five Below $FIVE"
X Link 2024-12-16T19:27Z [----] followers, [----] engagements

"In October Walgreens $WBA announced plans to close [----] stores over the next [--] years The rumored sale of the Company may accelerate the store closure timeline So what will happen to the real estate of these soon-to-be vacated Walgreens drugstores Many will be re-occupied by a single user such as a dollar store or health clinic But creative plans are being developed for conversion into multi-tenant strip centers Like this proposed conversion of a former Walgreens into a [--] tenant bldg anchored by Panera Bread and Chipotle $CMG"
X Link 2025-01-05T21:59Z [----] followers, 16.8K engagements

"Advance Auto Parts $AAP is closing 700+ stores in [----] But it still plans to open [--] "Market Hub" stores over the next [--] years AAP Market Hubs are 3-5x the size of a typical 8K sf Advance Auto store And they serve not only as retail sites but also as mini distribution centers that supply 50+ AAP stores in a particular submarket Like the 24K sq ft Advance Auto Market Hub store in Harrisburg PA that opened in [----] It opened in space that was vacated by Get Air Trampoline Park in [----] and that was occupied by Office Max more than a decade ago In fact all three major auto parts supply retailers"
X Link 2025-01-06T20:56Z [----] followers, [----] engagements

"Last week craft and sewing retailer Joann Inc. $JOAN filed for bankruptcy Again It is the retailer's 2nd BK filing in [--] years But this time the reorg of its business as a going-concern is very much in question And may leave the landlords of its real estate in the lurch It was only [--] months ago that Joann filed for Chap [--] BK with a prepackaged plan to quickly emerge as a private company owned by its creditors Within six weeks Joann Inc. emerged from BK and: Reduced its debt from $1.1 BB to $505 MM Obtained $153 MM in new financing Fully paid employees vendors landlords and trade creditors"
X Link 2025-01-20T18:54Z [----] followers, 11.1K engagements

"Bankrupt craft retailer Joann Inc is closing [---] stores What do its landlords do next The short answer is.maybe nothing at all Sales of the Joann leases could fill the soon-to-be vacated space at no cost to landlords Hobby Lobby Michaels and other Big Box retailers could acquire Joann leases in a future auction As lease acquisitions of bankrupt retailers are happening with greater regularity: Just last week [---] leases of bankrupt retailer Party City were acquired by other retailers like Dollar Tree $DLTR and Five Below $FIVE In [----] Burlington $BURL Ollie's $OLLI Dollar Tree and others paid"
X Link 2025-02-14T15:48Z [----] followers, [---] engagements

"Now all [---] Joann stores are confirmed to be closing So who are the likely real estate beneficiaries of a Joann Inc. liquidation And what happens to Joanns retail landlords Last week craft and sewing retailer Joann Inc. $JOAN filed for bankruptcy Again It is the retailer's 2nd BK filing in [--] years But this time the reorg of its business as a going-concern is very much in question And may leave the landlords of its real estate in the lurch It https://t.co/h6xTtUyynE Last week craft and sewing retailer Joann Inc. $JOAN filed for bankruptcy Again It is the retailer's 2nd BK filing in [--] years But"
X Link 2025-02-24T23:03Z [----] followers, [----] engagements

"Like Party City and Joann Inc. before it will Rite Aid also join the [--] bankruptcies in [--] years club Rite Aid weighs repeat bankruptcy filing WSJ reports https://www.reuters.com/business/healthcare-pharmaceuticals/rite-aid-weighs-repeat-bankruptcy-filing-wsj-reports-2025-04-04/ https://www.reuters.com/business/healthcare-pharmaceuticals/rite-aid-weighs-repeat-bankruptcy-filing-wsj-reports-2025-04-04/"
X Link 2025-04-05T19:05Z [----] followers, [---] engagements

"55 of Joann's store leases are now set to be assigned: Burlington Stores $BURL will acquire [--] Joann leases Other acquirers of Joann sites include Boot Barn $BOOT Natural Grocers $NGVC and Cavenders Western Wear The other [---] Joann stores will be available for lease Last week craft and sewing retailer Joann Inc. $JOAN filed for bankruptcy Again It is the retailer's 2nd BK filing in [--] years But this time the reorg of its business as a going-concern is very much in question And may leave the landlords of its real estate in the lurch It https://t.co/h6xTtUyynE Last week craft and sewing retailer"
X Link 2025-04-28T18:01Z [----] followers, [---] engagements

"At Home just announced that it is closing [--] more stores while in bankruptcy Including its Ypsilanti MI store Looks like it is one step closer to uncovering this likely U-Haul $UHAL covered land play real estate purchase from [----] Why The At Home Bankruptcy May "Uncover" A U-Haul $UHAL Covered Land Play Savvy real estate brokers and investors are quick to point out a covered land play A strategy where a leased income-generating property is acquired on land that could be much more valuable in the https://t.co/jcpIfJpv1p Why The At Home Bankruptcy May "Uncover" A U-Haul $UHAL Covered Land Play"
X Link 2025-08-01T17:38Z [----] followers, [---] engagements

"How has OReilly Auto Parts $ORLY sourced real estate for [---] new store openings By repurposing former drugstores and vacant Big Box buildings For its 7K sf store prototype 14K sf hub stores and even 50K sf Super Hubs https://open.substack.com/pub/jasonmiller15/p/oreilly-auto-parts-is-repurposingr=6haq0&utm_campaign=post&utm_medium=web https://open.substack.com/pub/jasonmiller15/p/oreilly-auto-parts-is-repurposingr=6haq0&utm_campaign=post&utm_medium=web"
X Link 2025-10-26T22:46Z [----] followers, [---] engagements

"Carter's $CRI recently announced plans to close [---] stores It is just the latest blow to the baby and children's retail store industry Since [----] [----] baby stores have closed and [--] MM sf of selling space was vacated By Gymboree Babies R Us buybuyBaby Carter's and Children's Place $PLCE among others Where have these sales gone Perhaps to Amazon and other e-commerce players Well online sales of baby and childrens products did increase from $9.6 BB in [----] to $13 BB in [----] according to IBISWorld But the rapid growth in online baby products sales leveled off increasing only 2.3% in [----] A"
X Link 2025-10-30T17:22Z [----] followers, [---] engagements

"Floor & Decor $FND is on track to open [--] new stores in [----] Yet save $1.5 MM in construction costs as compared to the class of new stores opened in [----] One reason why Its increased reliance on "second-use" sites New Floor & Decor store openings during October [----] in "2nd generation" retail buildings include: A 45K sq ft former Conn's HomePlus store in Winston Salem NC A 55K sq ft former ShopRite grocery store in Cortlandt Manor NY A 41K sq ft former Studio Movie Grill in Scottsdale AZ https://twitter.com/i/web/status/1984247253150662966 https://twitter.com/i/web/status/1984247253150662966"
X Link 2025-10-31T13:13Z [----] followers, [---] engagements

"Floor & Decor $FND has saved millions in new store construction costs by opening in second use sites vacated by furniture retailers grocery stores and movie theaters Why these new stores are not likely to be as productive as repurposes by other retailers Like Dollar Tree $DLTR and Ollies Bargain Outlet $OLLI https://open.substack.com/pub/jasonmiller15/p/floor-and-decor-is-saving-millionsr=6haq0&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"
X Link 2025-11-02T16:06Z [----] followers, [---] engagements

"At Home emerged from bankruptcy last month But it closed its Ypsilanti MI store Which means to that U-Haul $UHAL can now likely execute its plans for the site Which it had acquired in [----] as a covered land play👇 Why The At Home Bankruptcy May "Uncover" A U-Haul $UHAL Covered Land Play Savvy real estate brokers and investors are quick to point out a covered land play A strategy where a leased income-generating property is acquired on land that could be much more valuable in the https://t.co/jcpIfJpv1p Why The At Home Bankruptcy May "Uncover" A U-Haul $UHAL Covered Land Play Savvy real estate"
X Link 2025-11-08T21:48Z [----] followers, [---] engagements

"Today Krispy Kreme $DNUT opened a new Minnesota store [--] years after it had left the state The 12K sq ft doughnut hub in the MSP suburb of Fridley is the Company's largest store And one of its most unique Because it is an adaptive reuse of a former $CVS drugstore"
X Link 2025-11-12T16:16Z [----] followers, [----] engagements

"The "Largest Car Dealership In The Largest Mall On The Planet" How The Former Sears At West Edmonton Mall Was Converted Into A Toyota Dealership [--] years ago Sears Canada vacated its 100K sf anchor space at the West Edmonton Mall But another retailer did not take its place Instead Triple Five Group owner of the [--] MM sf mall envisioned a unique adaptive reuse: A full service car dealership Triple Five approached Mayfield Toyota the oldest and largest Toyota dealership in Alberta to see if it would relocate to the former Sears space at the mall Mayfield Toyota was initially caught off guard by"
X Link 2025-11-17T14:14Z [----] followers, [---] engagements

"DICK's Sporting Goods $DKS plans to close Foot Locker stores as it "cleans out the garage" and divests the mall retailer's underperforming assets When Foot Locker returns to new store growth it may do in different real estate Perhaps by backfilling former drugstore real estate"
X Link 2025-12-01T19:55Z [----] followers, [---] engagements

"On last weeks earnings call Burlington CFO Kristin Wolfe noted that $BURL increased its [----] target to [---] net new stores A key reason why The [--] store leases that it acquired from the Joann Fabrics bankruptcy in early 2025"
X Link 2025-12-02T15:28Z [----] followers, [---] engagements

"Burlington Stores $BURL plans to open [---] new stores in [----] And 40% of these will be in sites vacated by bankrupt retailer Joann Fabrics The backfill of bankrupt retailer real estate is nothing new for Burlington: The Company has doubled its store count over the past decade by re-occupying real estate that was vacated by bankrupt retailers Burlington now operates stores in: [--] former Kmart buildings More than [--] Bed Bath and Beyond suites [--] former Toys R Us stores At [--] Sports Authority sites https://twitter.com/i/web/status/1996275141307674831"
X Link 2025-12-03T17:47Z [----] followers, [---] engagements

"For more on how Burlington $BURL has more than doubled its store base over the past [--] years: By backfilling real estate vacated by bankrupt retailers: https://open.substack.com/pub/jasonmiller15/p/more-40-of-burlingtons-2026-new-storer=6haq0&utm_campaign=post&utm_medium=web https://open.substack.com/pub/jasonmiller15/p/more-40-of-burlingtons-2026-new-storer=6haq0&utm_campaign=post&utm_medium=web"
X Link 2025-12-03T17:48Z [----] followers, [---] engagements

""Warm boxes" are driving real estate and sales growth for Ollie's Bargain Outlet: Ollie's has opened new stores in [--] former Big Lots sites vacated by the discount retailer in bankruptcy And $OLLI CEO Eric van der Valk noted during its Q3 earnings call that most of the [--] new stores opening in [----] will also be in former Big Lots real estate: "So a disproportionate number of the [--] are Big Lots stores which we like a lot because those Big Lot stores what we call "warm boxes" because they have a discount customer who was just shopping in that store literally [--] minutes ago we reopened as an"
X Link 2025-12-09T21:04Z [----] followers, [---] engagements

"Repurposed "Warm Boxes" Are Fueling New Store Growth For Ollie's Bargain Outlet $OLLI The majority of the discount retailer's new store openings in 2025--and those planned in 2026--are in "warm boxes" formerly occupied by its now-bankrupt competitor Big Lots What is a "warm box" And why might limited Big Box real estate availability threaten the ability of Ollie's to source new stores in [----] and beyond https://open.substack.com/pub/jasonmiller15/p/repurposed-warm-boxes-are-fuelingr=6haq0&utm_campaign=post&utm_medium=web"
X Link 2025-12-10T19:15Z [----] followers, [---] engagements

"For most retailers both are now factors Retailers have always leveraged repurposed real estate to find good sites and absorb market share left behind by the "warm boxes" of competitors (this is especially common w/discount retailers like $OLLI $DLTR etc.) But in recent quarters companies from Krispy Kreme $DNUT to Floor & Decor $FND have expressly called out how much each has saved by repurposing "second use" sites as stores A few links below provide more detail: https://open.substack.com/pub/jasonmiller15/p/the-newest-and-largest-krispy-kremeutm_campaign=post-expanded-share&utm_medium=web"
X Link 2025-12-12T14:52Z [----] followers, [--] engagements

"Over the past [--] years Rite Aid $CVS and Walgreens have closed [----] drugstores Some have been repurposed for retail and service users And others for unique adaptive reuses Like a former Rite Aid building in Las Vegas that re-opened last year As an Asian food hall TheChoengdam Food Hallfeatures [--] different restaurants that offer everything from all-you-can-eat sushi to Japanese curry Korean cuisine poke bowls and even sweets and beverages Set up as a food court each of the independently operated restaurants maintain their own serving counters and kitchens with access to a common dining room"
X Link 2025-12-31T12:28Z [----] followers, [---] engagements

"@SFarringtonBKC @CapitalFang If this time is different for $AAP it may be in part due to a significant shift in its real estate strategy First the close of thousands of poor performing stores last year And now the increased focus on Big Box Market Hub stores in repurposed real estate Yesterday Advance Auto Parts $AAP opened its newest --and perhaps largest--"Market Hub" store in Stone Mountain GA In a [-----] sq ft Big Box space that had been previously occupied by Conns Home Plus $CONN The store is [--] of [--] Big Box Market Hub stores for the parts retailer https://t.co/DDP70g3yNg Yesterday"
X Link 2026-01-04T20:00Z [----] followers, [---] engagements

"@SFarringtonBKC @CapitalFang Trueand it doesnt help that its formidable competitors $AZO and $ORLY have been pursuing a similar real estate strategy (with a big head start) Some analysts predict that tariffs on imported autos may lead to the "Cubanization" of the US auto fleet In other words that consumers will own cars for longer - and spend more $ to maintain them Which may benefit auto parts retailers $AZO $ORLY and $AAP And real estate https://t.co/PcVebyjdnk Some analysts predict that tariffs on imported autos may lead to the "Cubanization" of the US auto fleet In other words that"
X Link 2026-01-04T20:06Z [----] followers, [---] engagements

"Allegiant Air $ALGT is acquiring Sun Country Airlines $SNCY Hopefully a better use of shareholder capital than its foray into real estate development Allegiant Air $ALGT is now set to exit the real estate development business This time likely for good After spending 6+ years (and $700 MM) to develop Sunseeker Resort in FL the airline is now under contract to sell the 785-room property to Blackstone $BX for $200 MM https://t.co/ONXYJOv3RZ Allegiant Air $ALGT is now set to exit the real estate development business This time likely for good After spending 6+ years (and $700 MM) to develop"
X Link 2026-01-11T22:03Z [----] followers, [---] engagements

"Allegiant Air $ALGT is acquiring Sun Country Airlines $SNCY Just months after it exited its foray into real estate development Years After Exiting Its Adaptive Reuse Big Box Real Estate Allegiant Air Is Now Selling The Florida Resort It Developed https://open.substack.com/pub/jasonmiller15/p/years-after-exiting-its-adaptiveutm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/jasonmiller15/p/years-after-exiting-its-adaptiveutm_campaign=post-expanded-share&utm_medium=web"
X Link 2026-01-11T22:13Z [----] followers, [---] engagements

"@Dirtdog To be fair it is Krispy Kreme's largest shop--a [-----] square foot "doughnut hub" (and an adaptive reuse of a former CVS drugstore) $DNUT https://x.com/jasonmiller15/status/1988642093636768176s=20 Today Krispy Kreme $DNUT opened a new Minnesota store [--] years after it had left the state The 12K sq ft doughnut hub in the MSP suburb of Fridley is the Company's largest store And one of its most unique Because it is an adaptive reuse of a former $CVS drugstore https://t.co/E9cL0fFcfI https://x.com/jasonmiller15/status/1988642093636768176s=20 Today Krispy Kreme $DNUT opened a new Minnesota"
X Link 2026-01-12T17:08Z [----] followers, [---] engagements

"Bob's Discount Furniture $BOBS is planning an IPO for later this year The furniture retailer has added [---] stores over the past [--] years by opportunistically repurposing Big Box real estate vacated Especially stores vacated by bankrupt retailers like Toys R Us Bed Bath & Beyond Party City and Sears HomeLife https://twitter.com/i/web/status/2012236470711456097 https://twitter.com/i/web/status/2012236470711456097"
X Link 2026-01-16T18:52Z [----] followers, [---] engagements

"The largest H Mart grocery store in CA was announced to be coming to the Pacific Commons center in Fremont CA The 100K sq ft [--] story supermarket will include a food hall entertainment ctr restaurants and a bar It will be located in a repurposed former Kohl's $KSS store"
X Link 2026-01-23T14:08Z [----] followers, [---] engagements

"@hunter_lamun Great question For sheer creativity I like the Rite Aid-to-Police HQ conversion in Lincolnton North Carolina https://x.com/jasonmiller15/status/1900593782602563686s=20 An interesting drugstore adaptive reuse: The former Rite Aid in Lincolnton NC was repurposed as the city's main police station It has designated training and exercise rooms separate spaces for the storage of records and evidence multiple interview rooms an armory and mens https://t.co/BFfoOuYE7u https://x.com/jasonmiller15/status/1900593782602563686s=20 An interesting drugstore adaptive reuse: The former Rite Aid"
X Link 2026-01-27T15:43Z [----] followers, [---] engagements

"The Amazon Fresh grocery stores are closing Which means a return to the market for the [--] Big Box stores that $AMZN occupies That is because most Amazon Fresh sites are backfills of 2nd generation space vacated by other retailers like Kohl's Kmart Toys R Us and Office Depot"
X Link 2026-01-27T18:44Z [----] followers, [----] engagements

"Barnes & Noble opened over [--] new stores in 2025; 1/3 of these sites were backfills of suites vacated by recently bankrupt retailers such as Bed Bath & Beyond Party City and Joann B&N is planning [--] additional new store openings in [----] most in 2nd gen retail space Including [--] stores that opened just this month: One is a backfill of a vacated Party City space in Strongsville OH and another is in a former Bed Bath store in Katy TX https://twitter.com/i/web/status/2016517370114724096 https://twitter.com/i/web/status/2016517370114724096"
X Link 2026-01-28T14:23Z [----] followers, [---] engagements

"Does Amazon currently have more dark grocery stores than operating locations There are [--] Amazon Fresh Grocery Stores currently operating in [--] states and DC But there are reportedly dozens of stores that have been fully built out but have yet to open for business Some have been in this condition for a year (or more) Most were #adaptivereuse of vacated Big Box stores; a few were new ground up projects [--] stores in the Minneapolis submkt have been recently marketed for sublease; [--] stores in Metro Detroit have been mostly built-out but have never been opened - and others in MD NY IL FL and NJ"
X Link 2023-06-15T13:25Z [----] followers, [----] engagements

"Tractor Supply $TSCO announced changes to its real estate strategy: 1) Increasing from [--] new stores/yr to 90/yr w/3000 store target (up from [----] stores today) 2) Bringing new store development "in-house" to reduce cost improve timelines and lower rents 3) Planning sale-leasebacks of its [---] owned locations and to-be-developed sites in part to fund development But.no mention of other real estate options Like backfills or #adaptivereuse of existing bldgs Which is interesting since 40% of $TSCO stores are in shopping centers (incl. parts of [---] fmr Kmart sites) And backfills of fmr Shopko"
X Link 2023-07-27T20:21Z [----] followers, 14.9K engagements

"BJ's Wholesale $BJ is opening [--] new clubs over the next [--] years Including in a repurposed grocery store in Delray Beach FL that at 50K sf is 1/2 the size of a typical club This smaller store will be a BJs Market a relatively new concept that primarily features top selling food products including deli produce and bakery items Despite the smaller size of the BJs Market it offers the same pack sizes and pricing as standard wholesale clubs as well as product demonstrations The BJs Market in Florida will be the second small format concept store for the Company which operates [---] clubs throughout"
X Link 2025-08-22T17:24Z [----] followers, [----] engagements

"Over [----] drugstores have closed in the past [--] years But some properties have now been repurposed for new uses Like a former Rite Aid building in Las Vegas that re-opened last year as an Asian food hall TheChoengdam Food Hallfeatures [--] different restaurants that offer sushi Japanese curry Korean cuisine poke bowls and even sweets and beverages Set up as a food court each of the independently operated restaurants maintain their own serving counters and kitchens with access to a common dining room area All located in a former Rite Aid drugstore building"
X Link 2026-01-27T14:56Z [----] followers, 17.9K engagements

"Amazon's announcement yesterday to close its remaining Amazon Fresh locations may finally lead to resolution of its "dark" store issues w/many Landlords Dozens of sites have been under lease to Amazon and were fully built out by the Company as new grocery stores They were however never stocked with product and did not open for business Some of these buildings have been vacant for years even as Amazon has paid rent and honored its lease obligations In some cases $AMZN has subleased select "dark" sites or agreed to lease buyouts for others But a number of suites have remained vacant (yet under"
X Link 2026-01-28T15:17Z [----] followers, [---] engagements

"The newest BJ's Wholesale $BJ club opens tomorrow in Delray Beach FL It is not a standard club But rather BJs Market a small format grocery-only concept that offers top selling food products along w/deli produce and bakery items And it is a backfill of a former Winn-Dixie store in a suburban strip mall BJ's Wholesale $BJ is opening [--] new clubs over the next [--] years Including in a repurposed grocery store in Delray Beach FL that at 50K sf is 1/2 the size of a typical club This smaller store will be a BJs Market a relatively new concept that primarily features top https://t.co/J9ImiHv3um BJ's"
X Link 2026-01-29T20:01Z [----] followers, [---] engagements

"It is Wisconsin As in the new state that Natural Grocers teased on last week's earnings call in which it plans to open a new store That is because $NGVC was the winning bidder at last month's Joann Inc. bankruptcy auction for a former Joann store lease in Lake Geneva WI When Natural Grocers opens the Wisconsin store it will be the first across the Mississippi River for the specialty grocer NGVC currently operates [---] stores in all [--] states west of the Mississippi except CA With 6-8 new openings planned for the next year (including the former Joann in Wisconsin) And many of NGVC's stores are"
X Link 2025-05-13T13:05Z [----] followers, [----] engagements

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