Phillips Edison & Company, Inc. · NASDAQ:PECO
Phillips Edison & — ICSC Recap with PECO (May 2025)
10 slides from Phillips Edison &'s conference presentation, May 22, 2025
Slide 1: PECO ICSC Recap
PECO ICSC Recap May 2025 PHILLIPS EDISON & COMPANY’
Slide 2: PECO's Team
G R O C E RY C E N T ERED . N E I G H B O R H O O D F O C U S E D | 2 PECO | N A S D A Q L I S T E D PECO’s Team The experience and talent on PECO’s Team is significant, and we have experts in every aspect of the grocery-anchored real estate business
Slide 3: Leasing Environment is Strong
G R O C E RY C E N T ERED . N E I G H B O R H O O D F O C U S E D | 3 PECO | N A S D A Q L I S T E D Leasing Environment is Strong Source: Green Street, Strip Center Sector Update, March 14, 2025 Source: CoStar Source: Company data as of March 31, 2025 Source: CoStar
Slide 4: PECO ICSC Recap
G R O C E RY C E N T ERED . N E I G H B O R H O O D F O C U S E D | 4 PECO | N A S D A Q L I S T E D PECO ICSC Recap • The PECO Team heard a positive tone during ICSC • Retailers remain focused on their long-term growth plans; retailers are looking out to 2026 and 2027 • Retailers want to be located
Slide 5: What Retailers Told Us
G R O C E RY C E N T ERED . N E I G H B O R H O O D F O C U S E D | 5 PECO | N A S D A Q L I S T E D What Retailers Told Us “We can’t find spaces fast enough.” “We are focusing our growth on “As a national QSR retailer, we suburban markets.” are not concerned about tariffs.” “To mitigate the impact
Slide 6: New Retailer Meetings
G R O C E RY C E N T ERED . N E I G H B O R H O O D F O C U S E D | 6 PECO | N A S D A Q L I S T E D New Retailer Meetings
Slide 7: Retailers Growing with PECO
G R O C E RY C E N T ERED . N E I G H B O R H O O D F O C U S E D | 7 PECO | N A S D A Q L I S T E D Retailers Growing with PECO
Slide 8: Strong Acquisition Volume
G R O C E RY C E N T ERED . N E I G H B O R H O O D F O C U S E D | 8 PECO | N A S D A Q L I S T E D Strong Acquisition Volume • Source: Company data as of May 14, 2025 1. Acquisition through the Company’s Necessity Retail Venture LLC joint venture. Contract price shown at PECO’s 20% share 2. Acquir
Slide 9: Potential Tariff Impact on Neighbors
G R O C E RY C E N T ERED . N E I G H B O R H O O D F O C U S E D | 9 PECO | N A S D A Q L I S T E D Potential Tariff Impact on Neighbors
Slide 10: Safe Harbor and Non-GAAP Disclosures
G R O C E RY C E N T ERED . N E I G H B O R H O O D F O C U S E D | 1 0 PECO | N A S D A Q L I S T E D Safe Harbor and Non-GAAP Disclosures
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