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The Anchor

Placer.ai's Executive Industry Intelligence Report

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Dodger Mania Boosts LA Economy During Run-Up to World Series

Affecting everything from merchandise sales to local bars to entire neighborhoods, the economic effect of the Los Angeles Dodgers’ road to the World Series cannot be disputed.

Caroline Wu
Nov 1, 2024

Driving Around the Auto Industry: Lots of Lower-Price, Simpler Models Around the Corner?

The past week brought updates from across the auto industry. These results show that demand has slowed for both new vehicles, but picked up for used. Consumers are seeking out lower prices and affordability is challenged.

Thomas Paulson
Nov 1, 2024

Cosm: “Shared Reality” Hits the Sweet Spot of a Live Immersive Experience from Afar

If you’ve ever wished you could root for your alma mater from afar, attend a World Series, or blast into space, Cosm may have the solution.

Caroline Wu
Nov 1, 2024

Update on Consumer Spending on "Fun": Softer and Discounts Being Sought

Where do we stand on consumer behavior surrounding "fun" versus "stuff"?

Thomas Paulson
Nov 1, 2024

McDonald’s Swift E. Coli Response Should Minimize Traffic Impact, and SpongeBob’s a Hit at Wendy’s

We assess visitation trends across after a busy couple weeks across the QSR burger category.

R.J. Hottovy
Nov 1, 2024

Beyond Inc.: Revival of Physical Retail

Bed Bath & Beyond's new parent company has announced new partnerships with Kirkland's and The Container Store. What can we learn through visitation data?

Elizabeth Lafontaine
Oct 25, 2024

Large-Ticket Discretionary Durables/Outdoor Equipment Retail: Still Normalizing

Big-ticket discretionary goods continue to face headwinds, but some outdoor equipment retailers have found a way to segment and better target the consumer base.

Thomas Paulson
Oct 25, 2024

Tractor Supply: Remodels Driving Sales But Competitive Dynamics Bares Watching

Tractor Supply's remodeled stores are driving visits, but Lowe's push into the farm & feed category represents a potential threat.

Thomas Paulson
Oct 25, 2024

Starbucks: Silver Linings After a Difficult Quarter

Starbucks has faced its share of challenges in 2024, but visitation data indicates a solid foundation as it implements turnaround measures.

R.J. Hottovy
Oct 25, 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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