With dedicated members and associates, a focus on quality and value, and home to the world’s largest consumer packaged goods brand Kirkland Signature—Costco is widely recognized as one of the…
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The prompt for a Unversity of Florida Ring Lecture was simple enough: tell us about yourself, how you got to where you are, and your key learnings. The challenge was…
September 17, 2024 Like many in the commercial real estate industry, I’ve been counting the moments until the Fed cuts rates. Barring anything catastrophic, that should happen tomorrow when the…
June 26, 2024 Walmart, Walgreens and CVS have run into major obstacles in their quest to cost-effectively deliver primary care. Which begs the question, was I wrong to be excited…
March 25, 2024 A year ago [has it been that long already?] we commenced a series on the state of the economy. We started with examining America’s labor shortage, a…
November 9, 2023 Friends & Colleagues, This month we’re mixing it up a bit. Below you will find snippets, tidbits really, that help us to make sense of our current…
November 9, 2023 This Saturday, November 11, Americans will observe Veteran’s Day at a time when the U.S. is investing billions of dollars to support our allies in Ukraine and…
September 7, 2023 Data: FRED, BLS; Chart: Simran Parwani/Axios America faces significant headwinds for labor, including demographics (Boomer retirements), immigration, and both Covid and non-Covid excess deaths over the…
March 21, 2023 When we started this series, we promised a discussion on if/when/how American consumers would dial back their spending. In teasing that second post, we had a…
February 28, 2023 We recently presented at the Young President’s Organization Retail Property Symposium in Phoenix. Top of mind for the group was how the American Consumer is adapting…
