Retail Churn & New Openings

Ongoing closures (Steamer's Grillhouse, Buffalo Whole Food, Lucky on Fulton, Coldwater) and reopenings (Reem's, Tommaso's). New openings: Le Jardinet (floral/antiques boutique in Danville, ribbon-cutting Aug 19), Chaiwala Shop Concord, Cava Santana Row, Philz Coffee Concord, SCRAP SF, SPRO coffee, Casa Latina, Tight Knit Vintage, Craftwork Alameda, Egg Pals Oakland, Tartine Financial District, and more. New: Indonesian coffee spot in San Jose (tech layoff founder), The Mess Hall at Presidio Tunnel Tops (food hall opening this weekend). Trends: broken rice, Yemeni coffee boom (Haraz, Delah, Qamaria expanding), street vending regulation.