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Stephen Yalof

President, Chief Executive Officer & Director, TANGER INC

Search every verified Stephen Yalof interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Stephen Yalof, President and CEO of Tanger, discussed the company's performance and outlook in recent media appearances. In September 2026, he commented on the Federal Reserve's decision to raise interest rates, stating that Tanger has a strong balance sheet and has refinanced its outstanding debt. He noted that the company's shopping centers have fared well across the country, with customers seeking value shopping experiences, food and beverage options, and entertainment. Yalof also addressed the upcoming holiday season, referencing National Retail Federation projections of over a trillion dollars in holiday spending and noting that retailers have trained consumers to shop during extended "shopping holidays" that begin earlier than traditional Black Friday. In an August 2026 appearance, Yalof reported strong quarterly results with tenant sales up 6% and resilient consumer spending despite retail job losses. He said the impact of tariffs was absorbed by consumers last year and that retailers are responding with better value opportunities. Yalof also discussed the positive traffic impact from World Cup host cities, noting both domestic and international visitors. Regarding artificial intelligence, he said Tanger uses a chatbot program called Yellow AI to handle over 50% of customer service interactions, and described the company as using AI to optimize its business rather than being an AI company, with the goal of making employees more efficient.

Recent appearances

Verified interview transcripts

Notable quotes

“Well primarily we're in the southeast but our shopping centers particularly over the course of the summer have really fared well across the entire country so we have 42 shopping centers, 38 in the value space and the other four are full-price. What we're finding is the customer is looking for not only that value shopping experience. They are also looking for food and beverage because you saw the numbers today the foo”

“My first day of work, you know, I had a a read a real estate investment trust publicly traded company. Our stock was trading down in the $4 range. Uh we had 40 shopping centers, 15 million square feet, 3,000 stores, and every single one of them was closed.”

“It's definitely a mix of the two. We've seen brands start to push price as early as Q2, but in the outlet channel everything's on sale every day, so if you push base price you can still discount off that base price.”

“I think the consumer is resilient. We're seeing traffic build and people spending — especially in the value space where we have most of our shopping centers, that's where we're seeing the customer lean in a little bit more heavily.”

“The retailers that are the most agile with their supply chain are the ones that are far more confident in their ability to navigate the tariff situation — they're bringing inventory in earlier; if we get a big tariff wave you'll see more expensive products in the back half, but if it's just a casual wave there will be a lot of excess inventory in the channel.”

“It's a lot less expensive today to acquire than it is to build. In fact, it's probably 50% cheaper, so we're buying shopping centers at 50 cents on the replacement dollar.”

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