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The Anchor

Placer.ai's Executive Industry Intelligence Report

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Clare V. & Stoney Clover Lane: Local Stores Help to Hedge Against Accessories Challenges

We spotlight two disruptive brands in the handbags category.

Elizabeth Lafontaine
Oct 4, 2024

Nike: Underappreciated Brand Heat

Nike's faced some challenges in 2024, but our data still reveals some promising trends.

Thomas Paulson
Oct 4, 2024

Coffee: Shift to Drive-Thru Concepts Continues

Consumer behavior continues to reshape coffee and other beverage concepts.

R.J. Hottovy
Oct 4, 2024

A Tale of Three Cities: Return-to-Office Trends for Houston, Dallas, and Austin

Revisiting return-to-office trends across the largest markets in Texas.

Caroline Wu
Oct 4, 2024

Food Suppliers: Natural Grocery Recovery, Private Label Gains, and Serving Size Shifts

Increased promotional activity across grocery stores and restaurants is having a ripple effect on food suppliers.

Thomas Paulson
Oct 4, 2024

Elevated QSR Drive-Thru Formats: Do They Work?

A data-driven look at an emergent quick-service restaurant prototype.

R.J. Hottovy
Sep 27, 2024

Beauty Services: Premium Experiences Attracting Visitors

Massage and spa service providers are breaking away from the rest of the beauty retail category.

Elizabeth Lafontaine
Sep 27, 2024

Food Halls: Centenarian Faneuil Hall Continues to Delight

Checking in on visitation trends across some of the most popular food halls in the U.S.

Caroline Wu
Sep 27, 2024

Carmax: Benefiting from Better Performance in California

What's driving CarMax's recent improvement in visits?

Thomas Paulson
Sep 27, 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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