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The Anchor

Placer.ai's Executive Industry Intelligence Report

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Nike: A Harder Category to Win, Pivoting to the Local Pitch and Store

Takeaways from Nike's organization and prioritization plans.

Thomas Paulson
Jun 28, 2024

Levi’s On-Style Moment

Levi's and other Western wear retailers are riding high.

Thomas Paulson
Jun 28, 2024

Retail Takeaways from Packaged Food: Value Improving, Pets Waking Up

Some CPG companies are planning more promotions to drive foot traffic.

Thomas Paulson
Jun 28, 2024

Box Office Update: Inside Out 2 Leaps over Barbie and Bad Boys Never Tire

June 2024 was a strong month for movie theatres.

Thomas Paulson
Jun 28, 2024

Cruise Lines: Increased Generational Appeal

The cruise industry continues to cause waves across the broader travel and leisure category.

Thomas Paulson
Jun 28, 2024

U.S. Olympic Swimming Trials: New Location Pays Off

USA Swimming's move to hold its Olympic trials at Lucas Oil Stadium in Indianapolis may drive other sports to host events in larger venues.

Elizabeth Lafontaine
Jun 28, 2024

Consumer Health Sets Stage for Second-Half 2024 Retail Momentum

For the first half of 2024, overall consumer spending and activity has been healthy, with momentum heading into the summer and second half of the year.

Thomas Paulson
Jun 21, 2024

Kroger: The Battle Royale for Share-of-Stomach

How is Kroger faring as competition for visits across the food retail landscape intensifies?

Thomas Paulson
Jun 21, 2024

Housewares Retail: Kitchen Focused Chains Still Thriving

Despite the home industry having its challenges in foot traffic after the pandemic, housewares retailers have had some positive momentum over the past few months.

Elizabeth Lafontaine
Jun 21, 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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