Weekly Perl: A Commercial Real Estate News Recap

Marc Perlof • June 20, 2025
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Tariff Impact Hits Retail And Manufacturing Costs In Real Time


New study tracks tariff impact on US retail and manufacturing costs using real-time pricing and import data analysis.

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At Home closing 26 stores — here are the locations

At Home is reducing its footprint.

The home décor retailer, which filed for bankruptcy on Monday as part of a restructuring agreement that will eliminate “substantially all” of its approximate $2 billion debt, plans to close 26 stores by Sept. 30. ..

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At Home Bankruptcy Restructures Debt Amid Tariff Struggles


At Home files for bankruptcy as tariff impacts and debt burden push the home retailer to restructure and keep most stores open...


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Report: Bojangles Explores Potential Sale


Bojangles is reportedly working on a sale that could be over $1.5 billion, according to the Wall Street Journal.


If the deal materializes, it would be the chain’s second ownership transaction in six years. In 2019, the brand was sold for $593.7 million to The Jordan Company LP and Durational Capital Management LP...


Walmart and Amazon transform retail pharmacy as traditional drugstores retreat


Big box retailers are making major investments in prescription medications and healthcare, as Walgreens, Rite Aid, and CVS fade...

Retail sales fell 0.9% in May, worse than expected, as consumers pulled back


Consumer spending pulled back sharply in May, weighed down by declining gas sales and looming unease over where the economy is headed, the Commerce Department reported Tuesday...


Netflix selects Las Vegas Strip as third retail entertainment venue


Netflix will be bringing its fledgling brick-and-mortar entertainment venue, Netflix House, to Las Vegas as well as opening up the first two locations in Philadelphia and Dallas later this year...

Kirkland’s to accelerate conversions with new Bed Bath & Beyond, Overstock stores


Home decor retailer Kirkland's plans to step up its store conversions, transforming about 75 of its namesake locations into Bed Bath & Beyond sites and another 30 of them into brick-and-mortar Overstock.com outposts...

Tractor Supply Company is opening 90 stores by end of 2025. Where is Michigan's newest store?


Tractor Supply Company is planning to open 90 stores by the end of the year, and one Michigan location already has opened in 2025, reporting from USA Today shows...


By Marc Perlof June 13, 2025
Dave's Hot Chicken acquired for $1 billion The same private equity firm that purchased Subway last year has acquired an emerging fast-casual powerhouse...
By Marc Perlof June 6, 2025
Dollar Tree’s Q2 profit outlook gets tanked by tariff costs Dollar Tree on Wednesday said that higher tariffs on imported products would have a significant impact on its second-quarter profitability, although it expected to recover over the course of the year...
By Marc Perlof May 30, 2025
Trump's Tariffs Temporarily Cleared By Appeals Court Hours After Judges Rule Them Illegal President Donald Trump ’s ability to unilaterally impose sweeping tariffs was restored Thursday, less than 24 hours after a judge said they had no legal justification...
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