Sector challenges

• Retailers today face unprecedented disruption: digital-native competitors, evolving in-store economics, and ever-increasing customer expectations.

• Supply chain fragility, inflationary pressures, and real estate overhang have created an urgent need to rethink operating models from the ground up.

• The convergence of physical and digital commerce demands investment in data, personalization, and adaptive store strategies to preserve profitability.

The R²P value-add

• End-to-end transformation strategy including omnichannel integration, logistics streamlining, and data-informed merchandising.

• Financial restructuring support and capital advisory for distressed or overleveraged retail operators navigating shifting consumer demand.

• Store portfolio optimization and real estate strategy development to align footprint with strategic market priorities.

Impact brief

• A specialty retail chain with over 100 locations experienced declining foot traffic and a mounting debt burden. R²P was engaged to assess turnaround options.

• We performed a footprint analysis, identifying underperforming stores representing 41% of square footage but only 14% of EBITDA.

• R²P developed a store consolidation plan and led debt renegotiations with senior lenders, preserving liquidity and operational runway.

• Within 12 months, the company returned to EBITDA-positive performance, repositioned online channels as primary revenue drivers, and reopened investor dialogue around long-term recapitalization.