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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“one of which is now off, say, is Michaels, where they have really been opportunistic in trying to restructure their capital stack.”
Kimco says tenant Michaels has come off its watch list after restructuring its capital stack and having a strong year, a positive credit read-through for the retailer.
“we are replacing one of the boxes with Sprouts in South Miami and repositioning the entirety of the asset.”
Kimco is backfilling an anchor box with Sprouts Farmers Market in South Miami as part of a redevelopment, indicating grocer expansion demand.
“we are actually still doing deals with Walmart, with Home Depot, with Lowe’s, with Target, across the portfolio, in similar structures where we set it up as a long-term ground lease”
Kimco continues to structure long-term ground-lease deals with anchor tenant Target across its portfolio.
“we are actually still doing deals with Walmart, with Home Depot, with Lowe’s, with Target, across the portfolio, in similar structures where we set it up as a long-term ground lease”
Kimco continues to structure long-term ground-lease deals with anchor tenant Lowe's across its portfolio.
“we are actually still doing deals with Walmart, with Home Depot, with Lowe’s, with Target, across the portfolio, in similar structures where we set it up as a long-term ground lease”
Kimco continues to structure long-term ground-lease deals with anchor tenant Home Depot across its portfolio.
“we are actually still doing deals with Walmart, with Home Depot, with Lowe’s, with Target, across the portfolio, in similar structures where we set it up as a long-term ground lease”
Kimco continues to structure long-term ground-lease deals with anchor tenant Walmart across its portfolio.
“package deal with Ross Dress for Less in which we signed six leases that were completed within 30 days from approval to execution.”
Kimco signed a six-lease package deal with Ross Dress for Less (Ross Stores), signaling active store-expansion demand from the off-price retailer.
“We also earned a credit rating upgrade, A-, from Moody’s during the fourth quarter, reflecting our disciplined approach to the balance sheet.”
Kimco received an A- (A3) credit rating upgrade from Moody's in Q4, reflecting balance-sheet discipline.
“we've got leases going with Home Depot, Target, Lowe's, you name it, Walmart, Costco, they're all in active expansion mode.”
Costco is named among retailers in active expansion mode signing new leases, a positive footprint-growth signal.
“we've got leases going with Home Depot, Target, Lowe's, you name it, Walmart, Costco, they're all in active expansion mode.”
Walmart is named among retailers in active expansion mode, a positive read-through on its store growth.
“we've got leases going with Home Depot, Target, Lowe's, you name it, Walmart, Costco, they're all in active expansion mode.”
Lowe's is named among retailers in active expansion mode signing new leases with Kimco.
“we've got leases going with Home Depot, Target, Lowe's, you name it, Walmart, Costco, they're all in active expansion mode.”
Target is named among retailers in active expansion mode signing new leases, a positive footprint-growth signal.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Alex Goldfarb | Piper Sandler | 7 (43%) |
| Mike Mueller | JPMorgan | 6 (0%) |
| Juan Sanabria | BMO Capital Markets |
| Floris Dijkum | Ladenburg Thalmann | 6 (0%) |
| Mike Goldsmith | UBS | 6 (17%) |
| Linda Tsai | Jefferies | 6 (0%) |
| Greg McGinniss | Scotiabank | 6 (0%) |
| Mike Griffin | Evercore ISI | 5 (0%) |
| Samir Khanal | Bank of America | 5 (0%) |
| Caitlin Burrows | Goldman Sachs | 5 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Piper Sandler | 1 | 7 (43%) |
| Jefferies | 1 | 6 (0%) |
| Bank of America | 2 | 6 (0%) |
| Citigroup | 3 | 6 (0%) |
| BMO Capital Markets | 1 | 6 (17%) |
| Evercore ISI | 2 | 6 (0%) |
| JPMorgan | 1 | 6 (0%) |
| Ladenburg Thalmann | 1 | 6 (0%) |
Kimco Realty capped a banner year with full-year FFO of $1.76 per share, up 6.7%, driven by record leasing volume and a strong SNO pipeline, while same-property NOI grew 3% for both Q4 and the full year. Moody's upgraded Kimco to A3, completing triple-A-minus ratings across all agencies. FY2026 FFO guidance of $1.80-$1.84 projected 2.3-4.5% growth, and an aggressive capital recycling strategy was outlined for 2026. The organizational restructuring to a national model reflected the evolution from a regional operator.
Capital Allocation | Demand | Competitive Dynamics | Guidance Reliability | Credit | Capex Investment | Revenue Growth | Geographic Expansion | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 8 | 3 | 4 | 5 | 5 | 3 | 1 | 1 |
| 2025Q1 | 5 | 4 | 1 | 2 | 3 | 3 | 2 | 1 |
| 2025Q2 | 7 | 5 | 5 | 2 | 3 | 1 | 2 | 1 |
| 2025Q3 | 8 | 2 | 3 | 2 | 1 | 3 | 2 | |
| 2025Q4 | 8 | 3 | 2 | 3 | 1 | 1 | 1 | 1 |
| 2026Q1 | 5 | 5 | 4 | 2 | 2 | 3 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Capital Allocation | 8 | 5 | 7 | 8 | 8 | 5 |
| Demand | 3 | 4 | 5 | 2 | 3 | 5 |
| Competitive Dynamics | 4 | 1 | 5 | 3 | 2 | 4 |
| Guidance Reliability | 5 | 2 | 2 | 2 | 3 | 2 |
| Credit | 5 | 3 | 3 | 1 | 1 | 2 |
| Capex Investment | 3 | 3 | 1 | 3 | 1 | |
| Revenue Growth | 1 | 2 | 2 | 2 | 1 | 3 |
| Geographic Expansion | 1 | 1 | 1 | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
KIM Kimco Realty | 7 | +4.0% | |
| FRT Federal Realty Investment Trust | 8 | +10.3% | |
| O Realty Income | 7 | +12.2% | |
| REG Regency Centers | 6 | +4.5% | |
| SPG Simon Property Group | 8 | +19.3% |