Retail ReCap

Hosted by Rob Franks, Bob Moorhead, Jeremy Mercer and occasional appearances by Will Narduzzi. Retail ReCap breaks down what’s happening across the national retail landscape from a commercial real estate perspective — tracking tenant performance, transaction data, cap rates, development pipelines, and market sentiment for some of the most active retail and net lease brands.

Retail ReCap is a business podcast hosted by Rob Franks, with 10 episodes on record and a Required Pod Score of 80.

Rob Franks hosts Retail ReCap, a business show with 10 episodes published.

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  Retail ReCap

  The Family Behind Blue Goose Cantina and Aw Shucks

  Aug 27, 20261h 7m

  In this episode, Nick Peterson, CEO of the Peterson Group, joins Will, Rob and Bob to share the story behind two beloved Dallas restaurant concepts: Blue Goose Cantina and Aw Shucks. Nick discusses the family business’s evolution, its approach to thoughtful expansion, and the patience and discipline required when entering new markets. He also offers an honest look at today’s restaurant industry—from rising costs and shifting consumer behavior to site selection, employee retention, and maintaining quality while growing. The conversation also explores the Peterson Group’s commitment to its employees and the local community, including the charitable initiatives that have remained central to the company’s identity. Whether you work in hospitality, commercial real estate, or a family-owned business, this episode offers valuable insight into building a lasting brand without losing sight of what made it successful. ⁠Rob Franks LinkedIn⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠Bob Moorhead LinkedIn⁠⁠⁠⁠⁠ ⁠⁠⁠⁠Will Narduzzi LinkedIn⁠⁠⁠

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  Retail ReCap

  GameStop's buying eBay? Plus KFC’s Saucy Brand, Top 10 DFW Burger Spots + so much more

  Jul 23, 20261h 1m

  In this episode of Retail ReCap, Jeremy Mercer, Rob Franks, and Bob Moorhead break down the latest developments shaping retail real estate, consumer spending and investment activity across the country.The conversation covers tightening inventory and cap-rate trends for 7-Eleven, Starbucks and Chipotle properties, along with the continued impact of interest rates and bonus depreciation on buyer demand. They also discuss major retail and restaurant headlines, including Kroger’s proposed $1.65 billion acquisition of Giant Eagle, the Bed Bath & Beyond and Container Store partnership, GameStop’s pursuit of eBay, Hopdoddy’s acquisition by Founders Table, and KFC’s effort to compete with Raising Cane’s and Chick-fil-A through its new Saucy concept.The episode also explores H-E-B and Kroger’s continued expansion across Texas, Costco’s growing DFW presence, Jersey Mike’s potential IPO, changing consumer spending patterns and the challenges facing retail brands such as H&M and T-Mobile dealers.Jeremy, Rob, and Bob close out the episode with a candid discussion about real estate investing, sponsor accountability and investor risk before ranking some of the best burger spots in Dallas–Fort Worth.Topics include:- 7-Eleven, Starbucks and Chipotle cap-rate trends- Retail investment demand and interest-rate volatility- Kroger’s $1.65B Giant Eagle acquisition- Bed Bath & Beyond’s partnership with The Container Store- GameStop’s potential pursuit of eBay- Hopdoddy’s acquisition and growth outlook- KFC’s Saucy concept and the chicken wars- H-E-B, Costco and Kroger expansion in DFW- Sponsor accountability and investor risk- The top burger restaurants in Dallas–Fort WorthSubscribe to Retail ReCap on Spotify, Apple Podcasts, and YouTube so you never miss an episode.Follow the guys: ⁠Rob Franks LinkedIn⁠⁠⁠⁠ ⁠⁠⁠⁠Bob Moorhead LinkedIn⁠⁠⁠⁠ ⁠⁠⁠Will Narduzzi LinkedIn⁠⁠⁠ ⁠⁠⁠⁠Jeremy Mercer LinkedIn⁠

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  Retail ReCap

  World Cup, Walmart & Wall Street: What's Driving Retail in 2026?

  Jun 18, 20261h 18m

  The full Retail ReCap crew is back together. In this episode, Rob Franks, Bob Moorhead, Jeremy Mercer, and Will Narduzzi break down the biggest stories shaping retail real estate, economic development, and commercial markets across Texas and beyond. The group discusses why Dallas currently leads the nation in retail construction, the economic impact the upcoming World Cup could have on North Texas, and the continued wave of corporate relocations fueling job growth throughout the region. They also cover major development projects, changing retail tenant strategies, restaurant expansions and closures, emerging technology trends, and what investors should be paying attention to in today's market. Topics include: • Dallas accounting for nearly 10% of the nation's retail construction pipeline • The World Cup's potential impact on North Texas businesses and real estate • Corporate relocations and job growth across Texas • Retail tenant activity from brands like Starbucks, Chipotle, and 7-Eleven • The future of AI, robotics, and innovation • New restaurant openings, closures, and local market trends • Dallas development projects and challenges facing downtown areas Whether you're an investor, broker, developer, retailer, or simply interested in where the market is headed, this episode delivers a fast-paced overview of the trends shaping today's commercial real estate landscape. Subscribe to Retail ReCap on Spotify, Apple Podcasts, and YouTube so you never miss an episode.

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  Retail ReCap

  Live from ICSC Las Vegas with Rob Franks

  May 29, 202636 min

  Rob Franks interviewed two special guests live on the floor at ICSC Las Vegas. Rob's first interview is with Melinda Nettlebeck - Head of Design and Real Estate at Nando’s Restaurant Group. Rob's second interview is with Trystan Halpert - Vice President, North American Restaurant Development at Northland Properties. Please note this was recorded on a busy show floor so there are some parts of the audio that might be a little inconsistent.

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  Retail ReCap

  ICSC Las Vegas 2026 ReCap

  May 28, 20261h 6m

  Fresh off the floor from ICSC Las Vegas 2026, Jeremy Mercer, Will Narduzzi, and Rob Franks break down the biggest conversations shaping retail real estate right now. From packed developer meetings at the Wynn to evolving retailer demand, the crew dives into what they saw firsthand at the industry’s largest commercial real estate event. They discuss why Dallas continues to lead the country in retail growth, the return of institutional capital to the sector, and how rising rents, shrinking lease footprints, and experiential retail concepts are changing development strategies. The conversation also explores emerging trends across retail and restaurants, including the rapid expansion of chicken concepts, the impact of GLP-1 medications on food and alcohol sales, and why entertainment-focused retail continues gaining traction. Beyond retail, the episode takes a deep dive into how AI tools like Claude are beginning to transform underwriting, lease negotiations, operations, and even the future of prop tech itself. Jeremy and Will share how they’re integrating AI into their day-to-day business and why they believe the next generation of real estate professionals must become fluent in these tools. The group also shares behind-the-scenes stories from the week, including networking wins, memorable dinners, developer conversations, and lessons learned from navigating one of the busiest ICSC events yet. If you want an inside look at where retail real estate, development, and commercial investing are heading next, this episode delivers a candid, boots-on-the-ground perspective from the middle of the action. ⁠Rob Franks LinkedIn⁠⁠⁠ ⁠⁠⁠Bob Moorhead LinkedIn⁠⁠⁠ ⁠⁠Will Narduzzi LinkedIn⁠⁠ ⁠⁠⁠Jeremy Mercer LinkedIn⁠

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