@jasonmiller15 Avatar @jasonmiller15 Jason Miller

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

Engagements: [-----] #

Engagements Line Chart

Mentions: [--] #

Mentions Line Chart

Followers: [-----] #

Followers Line Chart

CreatorRank: [-------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks 42.99% finance 13.08% cryptocurrencies 4.67% technology brands 2.8% automotive brands 2.8% countries 2.8% fashion brands 1.87% social networks 0.93%

Social topic influence closed 19.63%, store #1349, in the 14.95%, toys 10.28%, to the 6.54%, gas #2621, $wba 5.61%, business 5.61%, $aap 4.67%, $tsco 4.67%

Top accounts mentioned or mentioned by @bedbathbeyond @linkedin @donutshorts @triplenetinvest @uhaul @cariboucoffee @starbucks @toysrus @retaildive @mrneutralman @mattjmcclintock @ellliotttb @moseskagan @iononrecourse @studentrentpro @lowes @nnnincome @kmart @athomestores @thepicklr

Top assets mentioned Walgreens Boots Alliance Inc (WBA) Advance Auto Parts, Inc. (AAP) Tractor Supply Co (TSCO) Kohl's Corporation (KSS) MURPHY USA INC. (MUSA) CVS Health Corp (CVS) Noble Corporation (NE) Ollie's Bargain Outlet Holdings, Inc. Common Stock (OLLI) Dutch Bros, Inc. (BROS) Autozone Inc (AZO) O'Reilly Automotive Inc (ORLY) Murphy Oil Corp. (MUR) GoChain (GO) Casey's General Stores, Inc. (CASY) Dollar Tree Inc (DLTR) Amerco (UHAL) Radworks (RAD) Tesla, Inc. (TSLA) Harley-Davidson, Inc. (HOG) Sun Country Airlines Holdings, Inc. (SNCY) BirdMoney (BIRD) Lowes Companies Inc (LOW) Target Corporation (TGT)

Top Social Posts

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

"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

"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

"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 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

"$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

"@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

"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

"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

"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

"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

"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

"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

"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

"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

"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

"Barnes & Noble opened [--] new stores in [----] 1/3 of these were in sites vacated by just [--] bankrupt retailers: Bed Bath & Beyond Party City Joann and Big Lots Barnes & Noble even secured several of these sites by purchasing leases during bankruptcy auctions and box out others from real estate But the bookstore chain is nowhere near complete with its new store openings--or its repurposes of 2nd generation retail space Another [--] new Barnes & Noble stores are expected to open in [----] Including two of the chains newest store that opened just last month: A repurposed former Party City space in"
X Link 2026-02-16T15:08Z [----] 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

"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

"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

"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

"@MattJMcClintock Maybe Sears and Foot Locker will have a 2nd act in Australia Like Kmart and Woolworths did A country where Kmart and Woolworths are two of the largest retailers It could be the U.S. in [----] Or Australia in [----] Kmart currently operates [---] stores in Australia and 80% of Australians live within [--] km of a Kmart store Woolworths has [----] supermarkets and is the https://t.co/XqCq439fWD A country where Kmart and Woolworths are two of the largest retailers It could be the U.S. in [----] Or Australia in [----] Kmart currently operates [---] stores in Australia and 80% of Australians live"
X Link 2026-02-17T01:23Z [----] followers, [---] engagements

"UBS predicts that [-----] stores will close by [----]. But is the outlook for retail real estate as dire It depends. Consider Toys R Us which closed over [---] stores in [----]. Just [--] years later roughly 75% of its stores have been re-tenanted or are being redeveloped. (1/8)"
X Link 2021-04-14T21:10Z [----] followers, [--] engagements

"A Lyft Driver Center opened last year in San Diego. It is a [-----] sq ft one-stop shop that offers Lyft drivers affordable vehicle repairs maintenance services and lounge areas to relax between rides. A unique thing about it It is an adaptive re-use of a former Toys R Us"
X Link 2021-05-02T19:17Z [----] followers, [---] engagements

"CVS ($CVS) announced today that it is closing [---] locations over the next [--] years. That accounts for apx 10% of its freestanding drugstores nationwide. Walgreens ($WBA) has also closed [---] stores since [----]. So what happens to the real estate when the drugstores leave 🧵"
X Link 2021-11-18T21:50Z [----] followers, [---] engagements

"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. 🧵"
X Link 2021-11-28T17:19Z [----] followers, [--] engagements

"@DonutShorts @EllliotttB @moseskagan My list: 1) Class B/C Malls (500+ of them) 2) 70s/80s vintage 2-3 story multi-tenant office 3) 80s/90s vintage limited svc hotels A common thread These types do not convert well to other uses and do not work at anything high occ. b/c of large common areas/fixed oper costs"
X Link 2022-10-20T15:43Z [----] followers, [--] engagements

"A $BBBY bankruptcy may be imminent. All 700+ Bed Bath stores (20+MM sq ft) could close. But what would happen to the vacated real estate Toys R Us (which also closed 700+ stores in BK) may be a good example. Today 90% of Toys R Us stores have new tenants or new uses"
X Link 2023-01-07T19:19Z [----] followers, [----] engagements

"This fmr Rite Aid is now a multi-tenant strip ctr. [--] of the few multi-use #drugstore redevelopments. Why are so few multi-tenant Odd suite sizes dead space demise costs lack of parking and maybe the biggest issue: The high cost basis or price paid for the property"
X Link 2023-01-21T19:10Z [----] followers, [----] engagements

"The $15 BB U.S. Car Wash mkt is growing fast. New ground-up conveyor belt washes are being developed by $MCW $DRVN and others. But not all conveyor belt washes are new construction. Like the Valet Auto Wash in Langhorne PA. It is a converted [-----] sq ft Toys R Us #BigBox"
X Link 2023-02-13T21:16Z [----] followers, 22.7K engagements

"7 yrs ago this week sporting goods retailer #SportsAuthority filed for #bankruptcy. All [---] of its #BigBox #retail stores (18 MM+ sf) closed. But now 95% of its sites have new tenants or new uses. Here's a thread on [--] interesting backfills of the Sports Authority space:🧵"
X Link 2023-02-27T21:28Z [----] followers, 17.6K engagements

"@iononrecourse @StudentRentPro Yes - [--] examples are #SportsAuthority and #ToysRUs: 95%+ of 460+ fmr 40K sf SA boxes are filled 90%+ of 725+ fmr 40K sf Toys boxes are filled In both cases 20% of sites were converted to non-retail uses incl. #selfstorage #fitness #automotive and #healthcarerealestate"
X Link 2023-03-16T13:51Z [----] followers, [---] engagements

"In [----] @Lowes closed [--] US #BigBox retail stores. Just 1% of #Lowes 1700+ US store base these [--] were part of a rare Lowes mass store closure event. But this real estate was not vacant for long. Virtually all have been re-tenanted. Though most no longer have a retail use.🧵"
X Link 2023-03-18T20:34Z [----] followers, [----] engagements

"@NNNIncome @TripleNetInvest Lots of hope that Patrick Doyle will help turn BK around. He and his team did a great job with Domino's [--] yrs ago. And Doyle did buy $30 MM worth of stock when he took the Exec Chairman job last month so he is betting on it as well"
X Link 2023-04-01T18:34Z [----] followers, [----] engagements

"U-Haul may just be the G.O.A.T. in #adaptivereuse @uhaul estimates that 70% of its stores and storage facilities are the product of adaptive reuse a focus of its AMERCO real estate business Millions of the [--] MM sq ft of $UHAL #selfstorage space alone are in fmr Kmart bldgs"
X Link 2023-04-02T15:00Z [----] followers, [----] engagements

"In January the Traverse City MI Curling Club moved to a new location So far the Club is using only 28K sf of its bldg for curling an Olympic sport where teams slide granite stones towards a target on a sheet of ice But there is room to expand The bldg is a 90K sf fmr Kmart"
X Link 2023-04-03T19:34Z [----] followers, [----] engagements

"Large format home goods retailer at Home (avg store size: 100K sf) recently opened its 260th store at Home believes it can grow to [---] locations Most of its stores are in 2nd generation space that was vacated by Big Box retailers A whopping 30% of its stores are former Kmarts"
X Link 2023-04-07T19:49Z [----] followers, [----] engagements

"From [----] to just [--] stores - What Happened to the @Kmart Real Estate From its first store in [----] #Kmart constructed or acquired [----] stores at an avg size of [------] sf But today only [--] Kmarts remain So what happened to the 3000+ closed Kmarts and the [---] MM () sf of shuttered real estate left behind It probably won't surprise that many retailers stepped in: Big Lots $TSCO and Hobby Lobby now operate [---] stores EACH in all or part of former Kmart buildings Home Depot Walmart and @AtHomeStores EACH operate at [--] former Kmart sites and bldgs; $TGT is up to [--] $LOW has [--] and Kroger and Kohls"
X Link 2023-04-11T18:08Z [----] followers, 12.9K engagements

"There's plenty of talk about office to multifamily conversions But what about #BigBox retail (sites) to MF conversions They are often easier to pull off and more economically viable than many office conversions Like this former Kmart property in St Pete FL that went from 100K sf Big Box to a [---] unit MF complex So why may retail to MF actually be more realistic than many office to MF conversions The economics of a conversion are more likely to work going from lower density Big Box retail to higher density MF use even if the bldg is demo'd (by comparison some office to MF conversions leade to"
X Link 2023-04-14T16:48Z [----] followers, 30.5K engagements

"Last week Monaco Indoor Karting opened up a new [-----] square foot location in New Jersey It features a high speed go-kart track for adults a junior track for kids an arcade warped wall obstacle challenge and even a snack bar The site's previous use It used to be a Kmart"
X Link 2023-05-01T12:56Z [----] followers, [----] engagements

"The shuttered @BedBathBeyond stores may be re-tenanted quickly Many will be filled by other retailers But some will be unique adaptive re-uses Like the fmr Bed Bath in Lake St Louis MO It closed in January but is already re-opening in June as the Paddle Up #Pickleball Club"
X Link 2023-05-02T13:12Z [----] followers, [----] engagements

"Last month the @The_Picklr in Logan Utah celebrated its one year anniversary The [--] court indoor pickleball center opened in April [----] In a former @BedBathBeyond It is one of several fmr Bed Bath spaces that have been (or are currently being) converted to pickleball centers"
X Link 2023-05-09T21:12Z [----] followers, [----] engagements

"Pickleball is growing in popularity And so is interest in turning vacant #BigBox space - like @BedBathBeyond stores - into indoor pickleball centers But can indoor pickleball thrive as an #adaptivereuse of Big Box #retail #realestate Trampoline Parks may provide the answer"
X Link 2023-05-14T15:02Z [----] followers, [----] engagements

"@TripleNetInvest Dark stores should really not be listed w/a cap rate that implies an uninterrupted rent stream Instead they should be priced per sq ft perhaps w/a credit for PV of $RAD rent if you can u/w the credit And ideally the psf price reflects est repl. rent TI etc which varies by mkt"
X Link 2023-05-18T23:43Z [----] followers, [----] engagements

"A story of #adaptivereuse: The old Kmart in St Marys OH (pop: 8500) on city-owned property was weeks away from demolition But then owners of a local business approached City officials with a proposal: Sell them the building at the demolition cost - and they'd renovate it The City could even impose conditions on the renovation The businessmen owned American Mfg Solutions (AMS) a fledgling warehousing and logistics operation AMS was located nearby and growing fast; it saw the 58K sf fmr Kmart as a big upgrade over its 10K sf nearby bldg - even though the Kmart had sat largely vacant for a"
X Link 2023-05-21T19:06Z [----] followers, [----] engagements

"Why are retailers such as @BigLots @riteaid @tjmaxx focusing on small town and tertiary market real estate for new store growth Tertiary markets represented 62% of net migration in the U.S. over the past [--] yrs and while 2/3 of large urban counties saw population declines in [----] 80% of "exurban" counties gained residents But it isn't just demographics and population trends Stores in small markets make money for retailers - and typically deliver strong margins and a good return on invested capital. There is generally less competition in small markets. And despite generating lower sales volumes"
X Link 2023-06-09T13:16Z [----] 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

"Would you like a #carwash with your haircut That is the question a couple of entrepreneurs in Edmonton are asking after opening the Drive-In Barbershop in April The Drive-In Barbershop is an #adaptivereuse of a fmr [----] sf @Enterprise Rent-A-Car bldg and garage Customers make an appointment to get their haircut - and to have their car simultaneously washed and detailed in the attached garage (and even watch it on the live TV feed in the barbershop) And in true multi-task fashion you can even opt to have your shoes cleaned while your hair is cut and car is washed"
X Link 2023-06-18T13:17Z [----] followers, [----] engagements

"The former 100K sf Kmart on [--] acres in Thousand Oaks CA was demolished last week After sitting vacant since [----] In its place IMT Residential will build 400+ apartments and 15K sf of retail But the interesting part of the story is why the bldg and site remained vacant for so long Shortly after Kmart closed Home Depot entered into a long term lease of the site through [----] At a reported annual rent of $1.8 MM+/yr It planned to scrape the old Kmart and build a new 97K sf store w/a 15K sf garden center But Home Depot's plan was denied by the City And it was so reviled that a ballot measure was"
X Link 2023-07-21T19:13Z [----] followers, 30.5K engagements

"How do you repurpose a former car wash The growth of new express and automated conveyor belt #carwash developments have rendered many self serve wash sites obsolete But examples of car wash #adaptivereuse abound As coffee shops restaurants and even a #drivethru dispensary🧵"
X Link 2023-07-26T15:05Z [----] followers, [----] engagements

"@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"
X Link 2023-07-26T15:08Z [----] 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

"A little known beneficiary to the $OSTK acquisition of (and re-branding to) @BedBathBeyond Bed Bath & Beyond Ltd NZ which operates [--] stores in New Zealand Originally named Linen for Less it re-branded as Bed Bath & Beyond (which was not trademarked in NZ) in part to benefit from the marketing of the unaffiliated U.S. company Bed Bath NZ operates smaller stores and primarily sells sheets towels and pillows as compared to the U.S. chain's Big Box stores and focus on kitchen appliances and housewares And Bed Bath NZ's lower case green and white color scheme also was a sharp contrast to the bold"
X Link 2023-07-31T16:43Z [----] followers, [----] engagements

"In Sept [----] #ToysRUs filed for #bankruptcy All [---] of its #BigBox #retail stores (30 MM+ sf) closed But 90% of sites now have new tenants Most are now home to other retailers But 20% of sites feature other uses So [--] yrs after BK let's look at [--] #adaptivereuse examples🧵"
X Link 2023-09-03T19:51Z [----] followers, 30.2K engagements

"Configuration matters Of course size matters too But in #CRE #adaptivereuse the space layout is key Consider a 1980s-vintage grocery anchored shopping center in Metro Detroit that we at Grand Sakwa acquired a few years ago Only 50% occupied at the time there had been long-term vacancy concentrated in the hard-to-see corner of the L-shaped center Demolishing this corner of the center would reduce its total square footage 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 property"
X Link 2023-09-30T18:05Z [----] followers, 20.5K engagements

"An Atlanta-area Barnes & Noble bookstore is becoming a @RaceTrac convenience store and gas station RaceTrac plans to complete an #adaptivereuse of the 20K sf [--] story #BigBox bookstore into a convenience store restaurant corporate offices and meeting space It also plans on adding [--] fueling stations and [--] EV charging spots in the parking lot RaceTrac is touting the proposed site as a "showcase" store for it to try out new services meet with vendors and utilize for training purposes It is less than a mile from the convenience store and gasoline retail chain's corporate headquarters in the"
X Link 2023-12-13T16:58Z [----] followers, [----] engagements

"ALDI opened [--] new stores across [--] states this month Part of [---] total new openings in [----] for the grocer But not all sites are new ground up construction #ALDI has also utilized #adaptivereuse for store growth Like at this former Toys R Us store in Slidell LA It is [--] of at least [--] Toys R Us-to-ALDI conversions"
X Link 2023-12-18T15:15Z [----] followers, [----] engagements

"@HunkyDoryTX Actually the drugstore conversions have been going on for many years already. But w/closures now increasing drugstore adaptive reuse will accelerate And more unique uses will take the space Like a car wash Harley Davidson dealership shoe store pet supplies etc"
X Link 2023-12-18T20:03Z [----] followers, [----] engagements

"One of the more creative reuses of a former #RiteAid #drugstore A #carwash It has been so successful for Express Wash Concepts that it completed two Rite Aid-to-car wash building conversions in Metro Pittsburgh And recently secured approval for yet another in Metro Detroit"
X Link 2024-01-03T11:28Z [----] 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

"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

"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

"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 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

"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

"@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

"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

"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

"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

"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

"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

"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

"Advance Auto Parts $AAP reported strong Q1 results In large part due to the comp lift from its Big Box Market Hub stores AAP operates [--] Market Hubs which are 35K sf (5x the size of an avg store) and carry 85K SKUs They also act mini-DCs that supply same day parts to [--] stores in a service area More importantly AAP Execs commented that stores in areas w/a Market Hub generated a comp uplift of [---] bps AAP plans to have [--] Market Hub stores in operation by [----] With [--] additional openings planned later this year Including an adaptive reuse of this former 35K sf Conn's furniture store in Stone"
X Link 2025-05-22T15:52Z [----] followers, [----] 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

"Ollies Bargain Outlet just opened its 450th store. All [---] @OlliesOutlet stores are in 2nd generation real estate that was previously occupied by other retailers. And 10% of its stores (including the 450th in suburban Kansas City) are former Toys R Us sites. We opened our 450th store in Overland Park KS We're grateful for our associates & customers who helped us reach this milestone We'll continue to provide more communities with brand name #goodstuffcheap every day Wondering where we're headed next➡https://t.co/06maPztFI6 https://t.co/taNzFw0Dan We opened our 450th store in Overland Park KS"
X Link 2022-08-04T23:43Z [----] followers, [--] engagements

"@DonutShorts @JeffMacke I've been told by several lenders that one of the first things they now do when evaluating whether to quote a new CRE loan is to do a quick Google search to check the history of reported crime at the property esp. for multifamily and retail"
X Link 2022-11-16T17:19Z [----] followers, [--] engagements

"This former #ToysRUs in PA still serves children. Only now it takes care of them. The 47K sf building is now the Lancaster Pediatric Center operated by @PennStHershey. It offers [--] onsite medical and surgical specialties plus walk-in care for @LancasterCounty kids ages 0-18"
X Link 2023-02-25T19:41Z [----] followers, [----] engagements

"475 Bed Bath & Beyond and buybuyBaby leases are being auctioned off next month Who are the likely buyers of these leases And what will they pay to assume them Leasehold auctions in other recent retail bankruptcies may provide some clues🧵"
X Link 2023-05-16T21:03Z [----] followers, 26K engagements

"Last week #Walgreens announced plans to close [---] stores Which is less than 2% of the $WBA US store base Few will be quickly retenanted due to lease term/pricing But expect #adaptivereuse to come Like these examples incl a #Skechers #DollarStore #carwash and $HOG dealer"
X Link 2023-07-03T12:29Z [----] followers, [----] engagements

"Costco is seeking approval to build its largest warehouse club yet in Fresno CA It would top the largest current $COST club in Salt Lake City The Fresno club would be a 240K sf bldg w/32 gas pumps a car wash and [---] pkg spaces And 80% larger than the club it is to replace"
X Link 2023-07-19T15:52Z [----] followers, 29.2K engagements

"Is Dutch Bros changing its real estate strategy $BROS has [---] units and wants to grow to [----] But -like other growing chains- it has been plagued by elevated construction costs permitting delays and other issues in building its prototype units on leased land So might @DutchBros consider other space options - like #adaptivereuse and backfills of existing space After all while its current [---] sf modular prototype has been successful and generates AUVs of $1.9 MM+ there is one specific real estate attribute that has been critical to its sales generation: The #drivethru 90% of $BROS business is"
X Link 2023-08-11T18:40Z [----] followers, 29.1K engagements

"@realEstateTrent @ShlomoChopp The good news is that there are adaptive reuse opportunities for the real estate if @Walgreens closes more stores Like these examples from @SKECHERSUSA @dollartree @harleydavidson @OakStreetHealth @Feederspets and CLEan Express Car Wash $WBA $SKX $DLTR $HOG"
X Link 2023-12-12T13:52Z [----] followers, [----] 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

"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

"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

"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

"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

"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

""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

"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

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing