Specialty Retail Resurgence: Erin Gibbs Reveals Hidden Supply & Demand Trends

In this timely episode of Buy Hold Sell, Todd M. Schoenberger and Tobin Smith bring on Erin Gibbs, Chief Equity Strategist now with SlateStone Wealth (formerly CIO at Main Street Asset Management). Erin shares her top “Heroes to Zeros” picks in specialty retail and explains why brick-and-mortar retail—especially off-price, lifestyle centers, and AI-branded stores—is showing impressive resilience in 2025.

Despite challenges, retail store occupancy in the U.S. has climbed to about 95%, and in-store shopping still accounts for approximately 80% of sales, affirming the strength of experiential retail and omnichannel investments (source , Deloitte report). Erin breaks down which subsectors are thriving—and which may face headwinds—as savvy investors position for the rest of 2025 and beyond.

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