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Podcast: The TreppWire Podcast: A Commercial Real Estate Show
Episode: 120. Retail Rundown with Lauren Thomas, CNBC: Peloton Woes, Earnings Predictions
Description: In a special guest episode, we welcome Lauren Thomas, CNBC Retail and Real Estate Reporter to give the retail rundown, sharing the latest news in retail real estate. Lauren dives into her breaking Peloton production news, gives an update on the state of Kohl’s, Amazon, and other department stores, and shares predictions for first-quarter retail earnings.
Episode Notes:
Background (0:23)
Peloton news (2:51)
Is Peloton a going concern problem? (10:30)
Kohl’s activity (12:40)
Great Q4 retail earnings, how much was e-commerce? (20:01)
Amazon update: physical stores (25:33)
Does separating e-commerce and brick-and-mortar put pressure on store closures? (28:10)
What's to come for store closures (31:22)
Sam Zell...