Regency Centers Corp ($REG) Q4 2025 Earnings Call
... the question and answer session i'd like to turn the call back to Lisa Palmer for closing comments thank you Rob appreciate that ...
President, CEO & Director, Regency Centers
Search every verified Lisa Palmer interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Lisa Palmer, president and CEO of Regency Centers, spoke on the company's fourth-quarter 2025 earnings call on February 1, 2026. In her closing remarks, she thanked the Regency team for "a fantastic year" and expressed gratitude to call participants. Throughout the call, Palmer characterized 2025 as "another outstanding year" for Regency, attributing the company's performance to its grocery-anchored shopping centers in suburban trade areas, its operating and investment platforms, and its team. Palmer described the company's ground-up development platform as a "primary driver of external growth" and a key differentiator, noting that new retail development remains difficult industry-wide. She stated that Regency benefits from limited new supply and a renewed retailer appreciation for physical stores, which is driving rent and occupancy higher. Palmer also commented on Amazon's Whole Foods rebranding, saying it was "not a pullback from a physical store location" and that the company is "really encouraged" by Amazon's expansion of Whole Foods. She acknowledged that while Regency is not immune to consumer pressures or downturns, its properties are "more insulated" due to the essential nature of its merchants and the convenience of its centers. Regarding forward guidance, Palmer noted that the company is planning for a more historically average year in 2026, while citing potential upside from capital allocation if high-quality, accretive acquisition opportunities arise.
“I'm proud to close out another outstanding year for Regency. Our success in 2025 reflects the quality of our grocery-anchored shopping centers in strong suburban trade areas, the strength of our best-in-class operating and investments platforms, and the hard work of our exceptional team.”
“Regency's ground-up development platform continues to be a primary driver of our external growth and a key differentiator for the company. New retail development remains really difficult across the industry, and this is evidenced by historically low supply growth over the past 15 years. In that environment, Regency is...”
“Physical retail, particularly well-located grocery-anchored real estate like we own, continues to benefit from this limited new supply and a renewed appreciation among retailers for the role of stores. Strong tenant demand is driving rents and occupancy higher, and our substantial free cash flow and fortress balance sh...”
“Short answer is Amazon still owns Whole Foods, and we are really encouraged that with this announcement that they're leaning in even more into expanding Whole Foods, one of our best customers. This is certainly not a pullback from a physical store location. It's just a rebranding of where they do have stores. So we're...”
... the question and answer session i'd like to turn the call back to Lisa Palmer for closing comments thank you Rob appreciate that ...
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At Regency Centers, we take pride in being a leading owner, operator, and developer of premier shopping centers in some of the most sought-after markets across the U.S. Our centers are more than just retail destinations—they're vibrant community hubs where people come together to dine, play, work out, connect, unwind, and more. Each property reflects our team's unwavering commitment to quality, sustainability, and enriching the communities we serve. Discover what sets Regency apart and how we're bringing our vision to life by enhancing everyday experiences and weaving value into the fabric…
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