Lisa Palmer on consumer resilience
From Regency Centers Corp ($REG) Q4 2025 Earnings Call · · Castify Earnings Call
“It's important to remember the type of retail real estate that we do own and operate. We're not immune to consumer pressures and to downturns, but we're certainly much more insulated and really well positioned because of the essential nature of our merchants essentially, service providers, the convenience factor and close to the neighborhoods, and the value that our centers provide.”
On , Lisa Palmer, President, CEO & Director at Regency Centers Corp, spoke about consumer resilience during Regency Centers Corp ($REG) Q4 2025 Earnings Call on Castify Earnings Call.
About Lisa Palmer
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.