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The Anchor

Industry Intelligence for CRE and Retail

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Home Depot: 2024 Headwinds Persist, but Long-Term Opportunities Intact

As The Home Depot reported Q4 2023 results this week, we revisit the challenges the home improvement retail category faced in 2023 and how the sector might fare in 2024.

RJ Hottovy
Feb 23, 2024

Climbing Gyms: A New Form of Community

Climbing gyms have taken fitness to new heights in recent years. We dive into the location analytics for these venues to uncover demographic insights and consumer behavior for this growing trend.

Caroline Wu
Feb 23, 2024

Dutch Bros: Innovation Driving Daypart Mix Changes; Long-Term Growth Plans On Track

Coffee was one of the stronger categories in 2023 and is poised to be so in 2024. We dove into the data for Dutch Bros. to take a closer look at the consumer behavior behind its growth.

RJ Hottovy
Feb 23, 2024

Vegas 5.0 and Super Bowl LVIII: Repositioning Vegas & Temu’s Offense

Super Bowl LVIII capped a very successful year for Vegas in recasting itself as "all things entertainment & hospitality" with new restaurants, The Sphere, a Formula-1 race, and several sports franchises.

Thomas Paulson
Feb 16, 2024

Las Vegas: Did Money Say Goodbye at the Shops Over Super Bowl Weekend?

Over a dozen luxury shops opened in Vegas in 2023 or plan to in 2024, and upscale venues rolled out the red carpet for high-flying guests prior to Super Bowl Sunday 2024.

Caroline Wu
Feb 16, 2024

Ahold Delhaize: Food Lion is Sound, Stop & Shop Needs Fixing

Ahold Delhaize's fiscal report gave an early glimpse into the grocer results we will see in the coming weeks. Competitors reporting next month should have a stronger result due to warmer weather.

Thomas Paulson
Feb 16, 2024

Auto Parts Retail: Slower Pace Expected In 2024, Does That Allow Laggards to Fix Their Engines?

The last three years were a very strong period for auto part retail sales. Per the Census figures, auto parts retail will have closed out 2023 at $135B in sales, up +39% since 2019 .

Thomas Paulson
Feb 16, 2024

Happy Lunar New Year Part 2: Vietnamese, Korean, and Pan-Asian Malls

The Lunar New Year provides an opportunity to dive into foot traffic to Asian-themed shopping centers to take a closer look at where revelers partook in the festivities.

Caroline Wu
Feb 16, 2024

Update on "Fun" Versus "Stuff"

With more Q4 2023 updates from travel and hospitality operators this past week, it appears likely that Fun’s wallet share capture will be muted this year compared to 2023.

Thomas Paulson
Feb 16, 2024

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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 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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