From Rite Aid to Red Lobster: What These Failures Teach Us About Retail

In this episode of Commercial Real Estate Now, Karly Iacono sits down with Scott Friedman, Chief Credit Officer at Pulse Ratings, to break down the drivers behind today’s most high-profile Chapter 11 cases.

Grounded in real cases including Rite Aid, Joann, Party City, Big Lots, At Home, Claire’s, and major casual dining operators, this conversation explores what’s actually behind the bankruptcy filings; beyond headlines and sentiment. They break down the categorical factors shaping outcomes including macro economic pressures, private equity ownership, shifting consumer preferences and more.

This discussion gives investors and landlords a grounded view of the credit dynamics to watch over the next 12 - 18 months and the conditions that may influence which retailers remain stable, restructure, or become higher risk.

Learn more about Pulse Ratings:

https://www.pulseratings.com/

For speaking inquiries, collaboration, or investment discussions, contact Karly Iacono at karly.iacono@cbre.com or (201) 600-3237

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