Kimco Realty Corporation (KIM) Bernstein 42nd Annual Strategic Decisions Conference May 27, 2026 2:30 PM EDT
Company Participants
Conor Flynn – CEO & Director
Conference Call Participants
Zhihan Ma – Bernstein Institutional Services LLC, Research Division
Aneesha Sherman – Bernstein Institutional Services LLC, Research Division
Presentation
Zhihan Ma
Bernstein Institutional Services LLC, Research Division
All right. Welcome to our fireside chat with Kimco. My name is Zhihan Ma. I cover broadlines, hardlines retail here at Bernstein. I’m joined by my colleague, Aneesha, who covers softlines specialty retail here as well. It’s a bit of an unusual setup. We’ve got 2 retail analysts talking about a real estate company.
Now Kimco is very much involved in the whole retail space, right? I’m butchering your company profile, but very much kind of in the open-air shopping center space, grocery-anchored shopping centers. Very honored to have Conor here joining us today from Kimco to talk about not only kind of Kimco as a company, but also broader read-acrosses in terms of — what are we seeing from a retail real estate trends perspective? Why is the supply-demand situation so tight recently? What does it mean in terms of the competitive landscape? So a lot to dive into there.
And I would encourage anybody in the audience if you have a question, you can submit them using the Pigeonhole link. We will do our best to incorporate those into the Q&A.
Question-and-Answer Session
Zhihan Ma
Bernstein Institutional Services LLC, Research Division
And with that, Conor, would you like to start with an introduction in terms of Kimco, what you guys do? The types of tenants you have? How do you differentiate between the anchor versus smaller ones? What type of use cases have been on the rise recently, and then we can start from there.
