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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.

24 companiesMedian revenue YoY: +8.5%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
OREALTY INCOME CORPFY2026 Q1$1.38B+9.5%$0.28+75.0%
FRTFEDERAL REALTY INVESTMENT TRUSTFY2026 Q1$309.15M+6.1%$0.72+9.1%
ADCAGREE REALTY CORPFY2026 Q1$169.16M+13.2%$0.42-2.3%
NNNNNN REIT, INC.FY2025 Q3$650.78M+6.4%$1.630.0%
MACMACERICH COFY2026 Q1$249.22M+19.4%$-0.20
EPRTESSENTIAL PROPERTIES REALTY TRUST, INC.FY2026 Q1$129.35M+25.0%$0.29+3.6%
KRGKITE REALTY GROUP TRUSTFY2026 Q1$221.08M+6.6%$0.11+83.3%
PECOPhillips Edison & Company, Inc.FY2026 Q1$2.78M+8.5%$0.21+50.0%
AKRACADIA REALTY TRUSTFY2026 Q1$104.39M$0.01
CURBCurbline Properties Corp.FY2026 Q1$38.7M+38.0%$0.10+25.0%
FCPTFour Corners Property Trust, Inc.FY2026 Q1$7.99M+1.3%$0.260.0%
IVTInvenTrust Properties Corp.FY2026 Q1$382K+25.2%$0.09+125.0%
NTSTNETSTREIT Corp.FY2026 Q1$45.91M+21.9%$0.02+100.0%
GTYGETTY REALTY CORP /MD/FY2026 Q1$52.33M+6.9%$0.25-16.7%
CBLCBL & ASSOCIATES PROPERTIES INCFY2026 Q1$3.61M-21.0%$0.27
ALXALEXANDERS INCFY2026 Q1$54.92M-10.6%$2.40-23.6%
BFSSAUL CENTERS, INC.FY2026 Q1$71.86M+7.7%$0.29-35.6%
PINEAlpine Income Property Trust, Inc.FY2026 Q1$14.21M+14.0%$-0.08
357430MASTERN PREMIER REIT 1 Co., Ltd.FY2026 Q2₩2.15B+109.3%₩16.70
ADC-PAAGREE REALTY CORPFY2026 Q1$169.16M+13.2%$0.42-2.3%
330590LOTTE REIT Co., Ltd.FY2026 Q2₩38.93B+10.4%₩37.00+8.8%
FRT-PCFEDERAL REALTY INVESTMENT TRUSTFY2026 Q1$309.15M+6.1%$0.72+9.1%
BFS-PESAUL CENTERS, INC.FY2026 Q1$71.86M+7.7%$0.29-35.6%
BFS-PDSAUL CENTERS, INC.FY2026 Q1$71.86M+7.7%$0.29-35.6%

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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