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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, 2026 · 1 hr 1 min · 13 segments

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…

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...

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…

Speakers: Rob FranksHostJeremy MercerHostBob MoorheadHost

Top entities: Will Hammond×9 Lionel Messi×9 KFC×9 Kroger×11 Costco×6

Show signals: SuitabilitySafeBiasNot politicalAudience≈1 followers

Soccer, Tickets, and Football1:25 – 9:31

1:25

I will say I've watched more soccer in the last four weeks than I think I have in my entire life.

1:29

Me too, and it's only been about 30 minutes worth.

B

Bob MoorheadHost

1:35

I watched the penalty kicks with Germany during Fourth of July week.

B

Bob MoorheadHost

1:40

I was like, oh, that's pretty cool.

B

Bob MoorheadHost

1:41

That was exciting.

B

Bob MoorheadHost

1:42

I wish the whole game was about like that.

B

Bob MoorheadHost

1:46

Did either one of y'all go to a game? No, I did not.

B

Bob MoorheadHost

1:50

No.

B

Bob MoorheadHost

1:51

I kept

J

Jeremy MercerHost

1:51

looking a few times.

J

Jeremy MercerHost

1:53

I'm like, come on, these tickets have got to come down a little bit.

J

Jeremy MercerHost

1:56

I'll just do standing room just to kind of experience it and walk around.

1:59

Yeah.

J

Jeremy MercerHost

2:00

Man, it was a thousand bucks.

J

Jeremy MercerHost

2:02

A thousand bucks.

J

Jeremy MercerHost

2:03

Yeah, just under.

2:04

It's crazy.

2:05

Yeah.

2:06

Will went to a game.

B

Bob MoorheadHost

2:07

He did.

B

Bob MoorheadHost

2:07

Yeah.

B

Bob MoorheadHost

2:07

He went and saw England and I can't remember.

B

Bob MoorheadHost

2:11

B

Bob MoorheadHost

2:11

Croatia, that's right.

B

Bob MoorheadHost

2:12

Yeah.

Will HammondPersonAmerican American football player
99%9 mentions
Lionel MessiPersonArgentine footballer
98%9 mentions
KFCRestaurantFast food restaurant chain
97%9 mentions
KrogerCompanyRetailer corporation
96%11 mentions
CostcoEntityBig-box store corporation
95%6 mentions
Dallas-Fort Worth metroplexEntityRegion in Texas
94%11 mentions
DallasCityCity in Texas
93%11 mentions
Bow WowPersonAmerican rapper and actor
92%2 mentions
7-ElevenRestaurantConvenience stores chain
91%5 mentions
StarbucksRestaurantCoffee company
90%5 mentions
Jones Lang LaSalle Capital Markets IncCompanyBank
89%1 mention
JLLCompanyReal estate company
88%3 mentions
GameStopCompanyElectronics retail company
87%6 mentions
Giant EagleCompanySupermarket chain
86%4 mentions
New YorkCityCity in New York State
85%5 mentions
Fort WorthCityCity in Texas
84%4 mentions
eBayCompanyE-commerce company
83%5 mentions
The Container StoreCompanySpecialty retail chain
82%2 mentions
InstagramSoftware ApplicationSocial networking service
81%4 mentions
LamborghiniBrandCar make
79%1 mention
United StatesCountryCountry in North America
78%6 mentions
SienaLandmarkCity in Italy
77%2 mentions
TexasAdministrative AreaUS state
76%4 mentions
T-MobileCompanyMobile telecommunication company
75%5 mentions
Real propertyEntity
74%1 mention
CroatiaCountryCountry in Europe
73%2 mentions
Neighborhood IntelligenceCompanyOnline retail company
72%3 mentions
Smoothie KingRestaurantCompany
71%2 mentions
Tropical Smoothie CafeRestaurantRestaurant company
71%2 mentions
6666 RanchEntityRanch in Guthrie, Texas
69%1 mention
H-E-BCompanySupermarket company
68%2 mentions
David BeckhamPersonEnglish former footballer
67%1 mention
McKinneyCityCity in Texas
66%2 mentions
H&MCompanyClothing company
65%2 mentions
XEntitySocial networking service
64%5 mentions
Real estate investment trustEntityOrganization type
63%2 mentions
Tailored BrandsCompanyRetail company
62%1 mention
ItalyCountryCountry in Europe
61%1 mention
GermanyCountryCountry in Europe
59%1 mention
Major League Baseball All-Star GameEntitySports league championship
58%2 mentions
MiamiCityCity in Florida
57%3 mentions
FIFA World CupSports OrganizationFootball competition
56%3 mentions
Home Run DerbyTourist Attraction
55%2 mentions
SpainCountryCountry
54%2 mentions
FloridaAdministrative AreaUS state
53%3 mentions
Argentina national football teamSports TeamFootball team
52%2 mentions
New JerseyAdministrative AreaUS state
51%1 mention
England national football teamSports TeamFootball team
50%1 mention
Lowe'sCompanyRetail company
49%2 mentions
NetflixEntityTelevision broadcaster
48%1 mention

World CupSports > Soccer > International Soccer
Multifamily InvestmentFinance > Real Estate Finance
Argentina vs Spain finalSports > Soccer > International Soccer > World Cup
Net-Lease InvestmentReal Estate > Commercial Real Estate
Retail PropertiesReal Estate > Commercial Real Estate > Net-Lease Investment
Cap rates and bonus-depreciation buyer demandReal Estate > Commercial Real Estate > Net-Lease Investment > Retail Properties
Retail Expansion and RestructuringBusiness > Retail Business
Food and Beverage ChainsBusiness > Retail Business > Retail Expansion and Restructuring
Investment Fund DistressFinance > Real Estate Finance > Multifamily Investment
S2 Capital asset transfers and investor lossesFinance > Real Estate Finance > Multifamily Investment > Investment Fund Distress
Affordability and Interest RatesEconomics > Consumer Economics > Housing Market
Real Estate FinanceFinance
Housing MarketEconomics > Consumer Economics
Consumer EconomicsEconomics
International SoccerSports > Soccer
Commercial Real EstateReal Estate
Retail BusinessBusiness
Sports
Economics
Business
Finance
SoccerSports
Real Estate

Soccer, Tickets, and Football1:25 – 9:31

1:25

I will say I've watched more soccer in the last four weeks than I think I have in my entire life.

1:29

Me too, and it's only been about 30 minutes worth.

B

Bob MoorheadHost

1:35

I watched the penalty kicks with Germany during Fourth of July week.

B

Bob MoorheadHost

1:40

I was like, oh, that's pretty cool.

B

Bob MoorheadHost

1:41

That was exciting.

B

Bob MoorheadHost

1:42

I wish the whole game was about like that.

B

Bob MoorheadHost

1:46

Did either one of y'all go to a game? No, I did not.

B

Bob MoorheadHost

1:50

No.

B

Bob MoorheadHost

1:51

I kept

J

Jeremy MercerHost

1:51

looking a few times.

J

Jeremy MercerHost

1:53

I'm like, come on, these tickets have got to come down a little bit.

J

Jeremy MercerHost

1:56

I'll just do standing room just to kind of experience it and walk around.

1:59

Yeah.

J

Jeremy MercerHost

2:00

Man, it was a thousand bucks.

J

Jeremy MercerHost

2:02

A thousand bucks.

J

Jeremy MercerHost

2:03

Yeah, just under.

2:04

It's crazy.

2:05

Yeah.

2:06

Will went to a game.

B

Bob MoorheadHost

2:07

He did.

B

Bob MoorheadHost

2:07

Yeah.

B

Bob MoorheadHost

2:07

He went and saw England and I can't remember.

B

Bob MoorheadHost

2:11

B

Bob MoorheadHost

2:11

Croatia, that's right.

B

Bob MoorheadHost

2:12

Yeah.

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