Show notes
Andrew is out with the winter sickness going around but Nick and Alicia are here and breaking down this week's news:Party City Real Estate Auction:Five Below and Dollar Tree grab most of Party City's vacant locations.Off-price retailers like Burlington, Books-a-Million, and La-Z-Boy also jump in.Hosts debate: Will Five Below expand into larger store formats?Saks & Neiman Marcus Shake-Up:Saks Global lays off 100 employees and consolidates headquarters.Neiman Marcus closes its historic Dallas office, a major cultural shift.Vendors must wait until July for unpaid invoices—industry frustration grows.Nike x Skims Collaboration:Kim Kardashian & Nike team up for a “collaborative sub-brand.”Market loves it—Nike shares jumped 6.2%.Hosts discuss: Does this move align with Nike’s long-term strategy?Timestamps:[[[



