Market signals
Consolidation — distress × incoming leads
Per Houston ZIP: count of venues in the M&A distress rollup (any tier) vs. new CoreTAP permit-to-TABC leads (status = new). Lead form uses source_page=other until signals is allow-listed.
Also see LLC → TABC lag.
| ZIP | Distress venues | New CoreTAP | Total | % distress |
|---|---|---|---|---|
| 77002 | 40 | 0 | 40 | 100% |
| 77072 | 32 | 0 | 32 | 100% |
| 77433 | 28 | 0 | 28 | 100% |
| 77036 | 27 | 0 | 27 | 100% |
| 77449 | 26 | 0 | 26 | 100% |
| 77015 | 24 | 1 | 25 | 96% |
| 77429 | 24 | 0 | 24 | 100% |
| 77375 | 23 | 0 | 23 | 100% |
| 77338 | 23 | 0 | 23 | 100% |
| 77379 | 22 | 0 | 22 | 100% |
| 77032 | 21 | 0 | 21 | 100% |
| 77571 | 18 | 0 | 18 | 100% |
| 77029 | 18 | 0 | 18 | 100% |
| 77020 | 17 | 0 | 17 | 100% |
| 77091 | 17 | 0 | 17 | 100% |
| 77017 | 17 | 0 | 17 | 100% |
| 77521 | 17 | 0 | 17 | 100% |
| 77520 | 17 | 0 | 17 | 100% |
| 77450 | 16 | 0 | 16 | 100% |
| 77034 | 15 | 0 | 15 | 100% |
| 77087 | 14 | 1 | 15 | 93.3% |
| 77093 | 13 | 1 | 14 | 92.9% |
| 77532 | 14 | 0 | 14 | 100% |
| 77373 | 14 | 0 | 14 | 100% |
| 77586 | 13 | 0 | 13 | 100% |
| 77090 | 13 | 0 | 13 | 100% |
| 77494 | 13 | 0 | 13 | 100% |
| 77067 | 12 | 0 | 12 | 100% |
| 77503 | 12 | 0 | 12 | 100% |
| 77045 | 12 | 0 | 12 | 100% |
| 77505 | 12 | 0 | 12 | 100% |
| 77081 | 11 | 0 | 11 | 100% |
| 77011 | 9 | 2 | 11 | 81.8% |
| 77095 | 11 | 0 | 11 | 100% |
| 77065 | 11 | 0 | 11 | 100% |
| 77099 | 11 | 0 | 11 | 100% |
| 77388 | 11 | 0 | 11 | 100% |
| 77074 | 10 | 0 | 10 | 100% |
| 77039 | 10 | 0 | 10 | 100% |
| 77088 | 10 | 0 | 10 | 100% |
| 77022 | 10 | 0 | 10 | 100% |
| 77076 | 10 | 0 | 10 | 100% |
| 77037 | 10 | 0 | 10 | 100% |
| 77033 | 9 | 1 | 10 | 90% |
| 77061 | 10 | 0 | 10 | 100% |
| 77389 | 9 | 0 | 9 | 100% |
| 77493 | 9 | 0 | 9 | 100% |
| 77023 | 8 | 1 | 9 | 88.9% |
| 77069 | 8 | 0 | 8 | 100% |
| 77049 | 8 | 0 | 8 | 100% |
| 77075 | 8 | 0 | 8 | 100% |
| 77028 | 7 | 1 | 8 | 87.5% |
| 77377 | 8 | 0 | 8 | 100% |
| 77026 | 8 | 0 | 8 | 100% |
| 77086 | 7 | 1 | 8 | 87.5% |
| 77504 | 8 | 0 | 8 | 100% |
| 77031 | 7 | 0 | 7 | 100% |
| 77506 | 7 | 0 | 7 | 100% |
| 77012 | 7 | 0 | 7 | 100% |
| 77073 | 7 | 0 | 7 | 100% |
| 77038 | 7 | 0 | 7 | 100% |
| 77068 | 7 | 0 | 7 | 100% |
| 77530 | 7 | 0 | 7 | 100% |
| 77060 | 7 | 0 | 7 | 100% |
| 77005 | 3 | 4 | 7 | 42.9% |
| 77006 | 6 | 0 | 6 | 100% |
| 77054 | 6 | 0 | 6 | 100% |
| 77587 | 6 | 0 | 6 | 100% |
| 77083 | 6 | 0 | 6 | 100% |
| 77016 | 5 | 0 | 5 | 100% |
| 77536 | 5 | 0 | 5 | 100% |
| 77396 | 5 | 0 | 5 | 100% |
| 77077 | 5 | 0 | 5 | 100% |
| 77009 | 1 | 4 | 5 | 20% |
| 77484 | 5 | 0 | 5 | 100% |
| 11821 | 0 | 5 | 5 | 0% |
| 77013 | 4 | 0 | 4 | 100% |
| 77089 | 4 | 0 | 4 | 100% |
| 77502 | 4 | 0 | 4 | 100% |
| 77048 | 4 | 0 | 4 | 100% |
Who this is for
- Buy-side analysts triaging ZIPs with simultaneous stress and greenfield permits.
- Brokers positioning consolidation narratives with two independent counts.
