Consumer Code

Key Insights For Retail Real Estate Strategy in 2026 (ft. Gregg Katz)

January 21, 2026·1h 3m
Episode Description from the Publisher

In this episode, Lyden interviews Gregg Katz, a seasoned expert in retail strategy and location data. Katz shares his journey from a family retail background to becoming a director and chief strategy officer in the commercial real estate sector. He discusses the importance of understanding nostalgic retail trends and how they can inform current business strategies. Katz emphasizes the lessons learned from past retail failures, such as the dangers of rapid expansion and losing sight of core values, while also highlighting the evolving landscape of competition in retail. The discussion delves into the significance of mobile data in retail analytics, the challenges posed by regulatory changes, and the need for businesses to adapt their strategies to meet the demands of an aging consumer base.Chapters:(00:30) Nostalgia in Retail: A Journey Through Time(03:24) Lessons from the Past: Retail Patterns and Insights(06:13) The Fast Expansion Trap: Sweetgreen and Beyond(09:09) The Don't Die Theory: Surviving in Retail(11:42) From Burritos to Real Estate: Greg's Career Transition(14:27) Building a Data-Driven Strategy in Retail(17:21) The Evolution of Mobile Data in Retail(20:10) Transformative Retail Insights: Case Studies(31:14) The Aging of America: A Retail Shift Ahead(32:27) The Overlooked Generation: Gen X's Role in Retail(35:21) Placemaking: Creating Community for All Generations(37:49) Understanding Customer Behavior Across Generations(40:08) Navigating the Data Deluge in Retail(48:49) The Future of Mobile Data Regulations(53:38) Retail Strategies for 2025 and BeyondFollow Gregg Katz on: LinkedInListen to Consumer Code on: Spotify | Apple | YouTubeFollow Lyden Foust on: LinkedIn | InstagramAbout Spatial.ai:Spatial.ai’s PersonaLive is an advanced consumer segmentation platform for developing data-driven marketing strategies. PersonaLive categorizes U.S. households into 17 groups and 80 segments using consumer behavior data from transactions, mobile visits, and social media activity, providing marketers with deep insights for effective audience targeting. From mid-sized retailers and agencies to Fortune 500 companies, hundreds of businesses use PersonaLive to drive strategic decisions and enhance marketing performance. Learn more at spatial.ai or schedule a free 30-minute demo.

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