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The Anchor

Industry Intelligence for CRE and Retail

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Dollar General: The General During Period of Peak Inflation

At an investor event this week, Dollar General President and CFO John Garratt discussed higher than planned retention to date of new customers acquired during the pandemic.

Thomas Paulson
Sep 23, 2022

Darden: Visitation Share Gains and Brand Diversification Nullify Lower-Income Consumer Concerns

Darden’s fiscal 1Q23 update centered on management’s commentary about inflation being a headwind for its customers, particularly those making $50,000 per year.

RJ Hottovy
Sep 23, 2022

AutoZone: Going the Extra Mile and Lapping the Competition

AutoZone put up an impeccable August-end quarter. DIY business is now 17% larger than it was pre-pandemic on a per location basis. Its commercial (DIFM) business has grown +$1.7B (+70%) compared to pre-COVID levels.

Thomas Paulson
Sep 23, 2022

Ralph Lauren: Now Set to Grow off its "Fortress Foundation"

Ralph Lauren held an investor day where it shared that it is now pivoting to growth. As evidence of the brand’s higher "equity" and elevation, its average unit retail (AUR) has increased +68% from 2019.

Thomas Paulson
Sep 23, 2022

FedEx: More to the Story

FedEx gave their full 2Q22 update where management shared "from a FedEx Ground economy perspective, we have prioritized revenue quality and so we have let some volume go."

Thomas Paulson
Sep 23, 2022

Starbucks: Reinvention Plan Has Big Commercial Real Estate Implications

Starbucks laid out an ambitious "reinvention" plan this week highlighted by plans to accelerate store growth, automate several restaurant tasks, and elevate the customer experience.

RJ Hottovy
Sep 16, 2022

Burger King: Remodeling Plans Central to Brand's Turnaround Efforts

Last week, Burger King unveiled details of its "Reclaim the Flame'' plan to accelerate sales growth and improve franchisee profitability. The plan includes investing $400M in advertising, digital, and brick-and-mortar infrastructure.

RJ Hottovy
Sep 16, 2022

FedEx: Fewer Flights, Trucks, Offices, and Workers

FedEx raised concerns about the health of the overall economy by negatively pre-announcing a 50% decline in profits and a broad set of expense reduction measures.

Thomas Paulson
Sep 16, 2022

Electric Vehicles to Flood the Mid-Central Electric Valley in 2025

Continuing what is a transformational year for the Electric Vehicle (EV) space, we heard from Rivian, Tesla, Ford, Fiskers, and GM this week. Highlighted was the need to match supply to demand.

Thomas Paulson
Sep 16, 2022

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RJ Hottovy

Head of Analytical Research, Placer.ai

R.J. Hottovy, CFA has covered the restaurant, retail, and e-commerce sectors for nearly 20 years as an equity analyst and strategist for Morningstar, William Blair & Co., and Deutsche Bank...

R.J. Hottovy, CFA has covered the restaurant, retail, and e-commerce sectors for nearly 20 years as an equity analyst and strategist for Morningstar, William Blair & Co., and Deutsche Bank.

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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...

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.

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