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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: +10.3%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 Q3$1.81B+13.3%$1.54-17.2%—
OREALTY INCOME CORPFY2026 Q3$1.62B+10.3%$0.43+22.9%—
FRTFEDERAL REALTY INVESTMENT TRUSTFY2026 Q1$341.08M+10.3%$1.81+151.4%—
ADCAGREE REALTY CORPFY2026 Q3$213.88M+16.7%$0.53+17.8%—
NNNNNN REIT, INC.FY2026 Q3$249.68M+8.5%$0.57+11.8%—
MACMACERICH COFY2026 Q3$260.07M+2.7%$-0.06——
EPRTESSENTIAL PROPERTIES REALTY TRUST, INC.FY2026 Q3$168.67M+16.4%$0.27-18.2%—
PECOPhillips Edison & Company, Inc.FY2026 Q3$3.46M+5.8%$0.49+145.0%—
KRGKITE REALTY GROUP TRUSTFY2026 Q3$190.28M-7.2%$-0.07——
SKTTANGER INC.FY2026 Q3$147.19M+1.4%$0.29+3.6%—
CURBCurbline Properties Corp.FY2026 Q3$71.1M+46.2%$0.06-33.3%—
AKRACADIA REALTY TRUSTFY2026 Q3$94.98M—$-0.03——
UEUrban Edge PropertiesFY2026 Q1$132.62M+12.2%$0.18+157.1%—
FCPTFour Corners Property Trust, Inc.FY2026 Q3$8.01M+4.8%$0.26-7.1%—
IVTInvenTrust Properties Corp.FY2026 Q3$486K+8.7%$0.25+212.5%—
NTSTNETSTREIT Corp.FY2026 Q3$66.26M+37.2%$0.08——
GTYGETTY REALTY CORP /MD/FY2026 Q3$62.99M+13.3%$0.400.0%—
CBLCBL & ASSOCIATES PROPERTIES INCFY2026 Q3$4.32M+7.9%$0.37-84.5%—
ALXALEXANDERS INCFY2026 Q3$72.06M+34.9%$5.33——
BFSSAUL CENTERS, INC.FY2026 Q3$78.42M+8.9%$0.27-15.6%—
330590LOTTE REIT Co., Ltd.FY2026 Q2₩38.93B+10.4%₩37.00+8.8%—
PINEAlpine Income Property Trust, Inc.FY2026 Q3$20.46M+40.5%$0.18——
SITCSITE Centers Corp.FY2026 Q3$8.56M-68.4%$-0.10——
357430MASTERN PREMIER REIT 1 Co., Ltd.FY2026 Q2₩2.15B+109.3%₩16.70——
WHLRWheeler Real Estate Investment Trust, Inc.FY2026 Q3$422K+267.0%$-113.37——
BFS-PDSAUL CENTERS, INC.FY2026 Q3$78.42M+8.9%$0.27-15.6%—
BFS-PESAUL CENTERS, INC.FY2026 Q3$78.42M+8.9%$0.27-15.6%—
WHLRDWheeler Real Estate Investment Trust, Inc.FY2026 Q3$422K+267.0%$-113.37——
PINE-PAAlpine Income Property Trust, Inc.FY2026 Q3$20.46M+40.5%$0.18——
CDR-PBCEDAR REALTY TRUST, INC.FY2026 Q3$6.73M-1.8%$-0.06——
CDR-PCCEDAR REALTY TRUST, INC.FY2026 Q3$6.73M-1.8%$-0.06——

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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