Trick or Treat: Dark Stores and Ghost Kitchens

The COVID-19 pandemic is a catalyst for innovations in the retail sector, and we believe that landlords can play a significant role in the new normal. Retailers have raced to refine and rejig their stores and distribution facilities, with the spotlight moving to a new category of functional spaces: dark stores and ghost kitchens. Our discussion today takes a deep dive into these potential uses for retail space and follows the release of our recent thematic report, “Trick or Treat: Dark Stores and Ghost Kitchens,” and a related interview on BNN Bloomberg. BMO clients can view our thematic report by visiting: https://researchglobal0.bmocapitalmarkets.com/research/6545e0b0-b93a-4a27-ac31-2affa42611db/ Watch the BNN Bloomberg interview by visiting: https://www.bnnbloomberg.ca/video/we-are-still-fairly-cautious-of-retail-sector-bmo-capital-markets-analyst~2067021 To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/