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The Anchor

Placer.ai's Executive Industry Intelligence Report

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Auto Parts Retail: In Low Gear and A Grind

Advance Auto Parts is closing stores amid intensified competition and more industry consolidation ahead.

Thomas Paulson
Nov 15, 2024

Home Depot: Strengthening Its Focus on Pro Customers

Home Depot’s Pro segment grows despite declining DIY sales, cautious consumers, and competitive industry dynamics.

Thomas Paulson
Nov 15, 2024

RFDC Takeaways: Lessons from CAVA and Other Restaurant Visit Share Winners

RFDC revealed optimism for 2025, highlighting operational improvements, value wars, and standout chains' successes.

R.J. Hottovy
Nov 15, 2024

Suiting Up in Boston: Newbury Street Suitsupply Store Showing Signs of Strength

Suitsupply’s Boston location thrives with tailored experiences, student-driven demand, and engaging visual merchandising.

Caroline Wu
Nov 15, 2024

Theme Parks: Building Momentum as Year-End Approaches

Disney gained market share in Q3 2024 as domestic parks showed stronger momentum.

Thomas Paulson
Nov 15, 2024

Halloween Update: Last Year Temu Was Scary, This Year It’s Drug Stores

Temu had less impact on Halloween 2024, but there may be other reasons to be afraid.

Thomas Paulson
Nov 8, 2024

Outlook for Holiday Thrifting: Inflation, Sustainability, and Gen Z Fuel Growth

Thrifting continues to thrive with growing foot traffic, driven by inflation’s impact, sustainability trends, and Gen Z’s love for unique finds.

Caroline Wu
Nov 8, 2024

Blast to the Past: the 90s and 00s are Back!

Fashion trends are cycling back as Gen Z revives 1990s and 2000s styles.

Caroline Wu
Nov 8, 2024

Consumers Celebrating More in the Second Half of 2024, But Not Evenly or Equally

Consumer celebratory activity has rebounded since July, but value-seeking behavior is driving competition between liquor stores, grocery, and club channels.

Thomas Paulson
Nov 8, 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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