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The Anchor

Industry Intelligence for CRE and Retail

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Off-Price Retail: Entering 2023 in “Chase-Mode”

Q4 2022 updates for off-price retailers reaffirmed many past themes including the the importance of “value” and “surprise and delight” merchandise as well as physical stores.

RJ Hottovy
Mar 17, 2023

Specialty Apparel Retail: Stepping Into 2023 on a Stronger Foot

Q4 2022 results for specialty apparel retailers were mixed with those catering to the more affluent and associated with wear-to-work wear outperforming on sales and profitability.

RJ Hottovy
Mar 17, 2023

Home Furnishing Retail: Consolidation and Store Size Optimization Ahead?

2022 was a tough year for home furnishing retailers, but the start of 2023 saw the category narrow the gap with other discretionary retail categories and benefit from inventory clearance events.

Thomas Paulson
Mar 17, 2023

Brewing up Business: Breweries and Pubs’ Seasonal Traffic

We analyzed visitation metrics for breweries, sports bars, and pubs to understand how consumers are embracing out-of-home experiences and getting together with friends.

Caroline Wu
Mar 17, 2023

Grocery-Anchored Centers: Holding Strong

Grocery-anchored centers proved to be the most resilient during Covid and remain a steady source of foot traffic. These centers are some of the best-performing malls in 2023.

Thomas Paulson
Mar 17, 2023

Dick’s Sporting Goods: Visitor Acquisition Strategies Driving Share Gains

With Dick’s Sporting Goods Q4 2022 update this week, we revisit some of our previous analysis on the chain and trends in the broader sporting goods retail category for the long-term.

RJ Hottovy
Mar 10, 2023

Ulta: A Thing of Beauty

Ulta’s Q4 2022 confirmed the durability of the beauty category as a whole, and supported the idea that consumers are returning to the office, events, and other social activities.

RJ Hottovy
Mar 10, 2023

Department Stores Q4 2022 Updates: Glad to Have 2022 in the Rearview Mirror

Fiscal Q4 2022 was a disruptive period for department stores. Tailwinds were few and headwinds – substantial, impacting the end of year results for Macy's, Dillard's, Kohl's and Nordstrom.

Thomas Paulson
Mar 10, 2023

Small Format Grocery: Learnings from Grocery Outlet & Sprouts

Grocery Outlet and Sprouts Farmers Market reported positive Q4 2022 updates and both companies are seeking to accelerate openings of new locations and markets in 2023 and 2024.

Thomas Paulson
Mar 10, 2023

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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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