About this episode

Terry Montesi and Dana Telsey discuss the evolving retail landscape, focusing on consumer behavior and real estate demand.

Terry Montesi and Dana Telsey explore the evolving retail landscape through the dual lens of consumer behavior and real estate demand. Telsey, chief research officer and founder of Telsey Advisory Group, shares insights from three decades analyzing retail brands, department stores, specialty concepts, and emerging consumer trends. The conversation touches on resilience in consumer spending, the K-shaped economy, and how physical retail has rebounded post-COVID as a space for social interaction and experience-driven commerce. They discuss: Why agentic AI will reshape how retailers anticipate consumer needs and curate product offerings How fulfillment and last-mile distribution are changing the economics of physical stores Which retail categories are expanding aggressively, from off-price and beauty to experiential and grocery concepts The return of capital to retail real estate and what it signals about investor confidence in the sector Why the distinction between outlet, lifestyle, and power centers is fading in favor of hybrid formats Links: Telsey Advisory Group - https://www.telseygroup.com/ Dana on LinkedIn - linkedin.com/in/dana-telsey Terry on LinkedIn…

People in this episode

Host: Terry Montesi

Guest: Dana Telsey

Topics covered

• retail landscape
• consumer behavior
• real estate demand
• economic trends
• physical retail
• AI in retail
• investor confidence

Keywords

• retail
• consumer spending
• K-shaped economy
• physical stores
• AI
• retail categories
• real estate

Mentioned in this episode

Organizations: Telsey Advisory Group, Trademark Property

Places: COVID

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