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The Anchor

Placer.ai's Executive Industry Intelligence Report

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Bridal Retail: Rising to the Occasion

Weddings continue to be a big business across the U.S., and retailers that support the wedding industry have a lot of opportunities for growth.

Elizabeth Lafontaine
Oct 11, 2024

Residential Telecom Update: Comcast and T-Mobile Ahead, Charter and Verizon Behind

Location analytics for the continually evolving residential telecom market.

Thomas Paulson
Oct 11, 2024

Autos: It's Been A Wild (and Scary) Ride

We use visitation data to put auto manufacturers' recent challenges in context.

Oct 11, 2024

Previewing September Retail Sales and Early October Reads

Sorting through a noisy September and October in retail.

Thomas Paulson
Oct 11, 2024

Pickleball and Padel: Saviors for Malls, but Threats to Tennis Courts?

Tennis remains the king of racquet sports, but pickleball and padel prove that the sports needs to evolve in order to stay competitive.

Oct 11, 2024

Costco's Time in the Sun, but a Few Smaller Clouds are Appearing

Costco's recent cross-visitation trends are revealing.

Thomas Paulson
Oct 4, 2024

Clare V. & Stoney Clover Lane: Local Stores Help to Hedge Against Accessories Challenges

We spotlight two disruptive brands in the handbags category.

Elizabeth Lafontaine
Oct 4, 2024

Nike: Underappreciated Brand Heat

Nike's faced some challenges in 2024, but our data still reveals some promising trends.

Thomas Paulson
Oct 4, 2024

Coffee: Shift to Drive-Thru Concepts Continues

Consumer behavior continues to reshape coffee and other beverage concepts.

R.J. Hottovy
Oct 4, 2024

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Elizabeth Lafontaine

Elizabeth Lafontaine most recently served as Chief Retail Analyst at EnsembleIQ, a B2B media and insights company in the retail space, where she helped to develop new thought leadership focused offerings and served as a presenter and author. She’s spent her career focused on serving the retail industry and its consumers and is also an alumnus of Circana, Stein Mart and Macy’s.

R.J. Hottovy

Head of Analytical Research, Placer.ai

R.J. Hottovy, CFA has covered the restaurant, retail, and e-commerce sectors for 20 years as an equity analyst and strategist for Morningstar, William Blair & Co., and Deutsche Bank. R.J. also brings a wealth of experience with early-stage investments as a committee member for the IrishAngels / Vitalize venture capital group. Over the past three years, he advised over 50 food service companies on more than $200 million in early-stage capital raises and M&A transactions.

Thomas Paulson

Director of Research and Business Development, Placer.ai

Thomas Paulson spent 20 years as a Wall Street analyst and a member of asset management teams at AllianceBernstein and Cornerstone Capital, representing top-50 ownership positions including Target, Home Depot, Nike, Amazon, Google, and many more. He brings consumer related expertise and knowledge of enterprises in retail, CPG, financial services, telecom, and entertainment.

Caroline Wu

Director of Research, Placer.ai

Caroline brings expertise in retail, CRE, entertainment, media, CPG, and tourism, and specializes in synthesizing broad datasets into actionable recommendations for growth. She has worked as the US Director of Consumer Insights at Unibail-Rodamco-Westfield, VP of Retail Insights and Intelligence at Omnicom, and Senior Director at Kantar. Caroline holds an MA in Sociology from Stanford University and a BA in International Relations from Stanford University.

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