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Industry top-down

REIT - Retail

Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.

31 companiesMedian revenue YoY: +10.0%EPS beat rate: —

AI industry top-down

Overall, the REIT - Retail sector demonstrated robust sales growth. The median sales growth rate for covered companies reached 9.52%, with many firms achieving double-digit growth. However, profit growth rates varied significantly by company. While some companies recorded high profit growth, others experienced a decline in profits. This suggests a widening disparity in performance among individual companies within the sector.

  • Most companies continue to show revenue growth (median 9.52% recorded)
  • Some companies recorded high profit growth rates (e.g., O, KRG, IVT, NTST)
Where companies diverge: Disparity in revenue growth rates by company (CBL, ALX revenue decrease vs. double-digit growth for many companies) · Sharp contrast in profit growth rates by company (IVT, NTST high growth vs. significant decrease for BFS, ALX)

AI synthesis of disclosed results and analyst research across these companies — not investment advice.

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
SPGSIMON PROPERTY GROUP INC.FY2026 Q2$1.79B+19.5%$1.49-12.4%—
OREALTY INCOME CORPFY2026 Q2$1.55B+9.7%$0.37+68.2%—
FRTFEDERAL REALTY INVESTMENT TRUSTFY2026 Q1$341.08M+10.3%$1.81+151.4%—
ADCAGREE REALTY CORPFY2026 Q2$205.1M+16.8%$0.44+2.3%—
NNNNNN REIT, INC.FY2026 Q2$244.27M+7.7%$0.52-3.7%—
MACMACERICH COFY2026 Q2$249.71M-0.0%$-0.10——
EPRTESSENTIAL PROPERTIES REALTY TRUST, INC.FY2026 Q2$161.89M+18.1%$0.34+6.3%—
PECOPhillips Edison & Company, Inc.FY2026 Q2$4.05M+22.3%$0.33+230.0%—
KRGKITE REALTY GROUP TRUSTFY2026 Q2$196.26M-8.0%$0.79+58.0%—
SKTTANGER INC.FY2026 Q2$143.75M+2.2%$0.29+11.5%—
CURBCurbline Properties Corp.FY2026 Q1$57.99M+49.9%$0.03-70.0%—
AKRACADIA REALTY TRUSTFY2026 Q2$95.42M—$0.05——
UEUrban Edge PropertiesFY2026 Q1$132.62M+12.2%$0.18+157.1%—
FCPTFour Corners Property Trust, Inc.FY2026 Q2$8.38M+4.4%$0.27-3.6%—
IVTInvenTrust Properties Corp.FY2026 Q2$487K+15.7%$0.02-98.4%—
NTSTNETSTREIT Corp.FY2026 Q2$61.28M+26.9%$0.06+50.0%—
GTYGETTY REALTY CORP /MD/FY2026 Q2$59.05M+10.9%$0.36+50.0%—
CBLCBL & ASSOCIATES PROPERTIES INCFY2026 Q2$3.97M+2.7%$1.47——
ALXALEXANDERS INCFY2026 Q2$54.71M+6.1%$30.24——
BFSSAUL CENTERS, INC.FY2026 Q2$76.79M+8.4%$0.24-27.3%—
330590LOTTE REIT Co., Ltd.FY2026 Q2₩38.93B+10.4%₩37.00+8.8%—
PINEAlpine Income Property Trust, Inc.FY2026 Q2$20M+34.6%$0.16——
SITCSITE Centers Corp.FY2026 Q2$10.69M-68.1%$-0.03——
357430MASTERN PREMIER REIT 1 Co., Ltd.FY2026 Q2₩2.15B+109.3%₩16.70——
WHLRWheeler Real Estate Investment Trust, Inc.FY2026 Q2$452K+1.6%$0.24——
CDR-PBCEDAR REALTY TRUST, INC.FY2026 Q2$6.58M-11.8%$-0.03——
BFS-PDSAUL CENTERS, INC.FY2026 Q2$76.79M+8.4%$0.24-27.3%—
ADC-PAAGREE REALTY CORPFY2026 Q2$205.1M+16.8%$0.44+2.3%—
PINE-PAAlpine Income Property Trust, Inc.FY2026 Q2$20M+34.6%$0.16——
WHLRPWheeler Real Estate Investment Trust, Inc.FY2026 Q2$452K+1.6%$0.24——
WHLRDWheeler Real Estate Investment Trust, Inc.FY2026 Q2$452K+1.6%$0.24——

YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).

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