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The Anchor

Industry Intelligence for CRE and Retail

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Ross Stores: Leaving 2023 Strong and Entering 2024 Stronger

Ross Stores reported strong Q4 2023 sales, margin expansion, and profits. The results reflect consumers’ celebrating the holiday and choosing treasure hunt value.

Thomas Paulson
Mar 8, 2024

Nordstrom Rack/Burlington: Treasure Hunt Value Rung Up 2023; Hoping to Capture More Share from Retail Closures

This past quarter, Nordstrom Rack and Burlington were able to produce an improvement in their sales trends. But both brands have work to do to improve visitation and visitor frequency.

Thomas Paulson
Mar 8, 2024

Nordstrom: No Change in Plans Following Macy's Announcement

Unlike Macy's, Nordstrom gave zero indication that the full-price department store chain was evaluating a contraction in its store portfolio. CEO Eric Nordstrom outlined plans for growth.

Thomas Paulson
Mar 8, 2024

Box Office Update: Strike Hangover

Earnings from AMC Entertainment, Warner Bros. Discovery, and Paramount as well as 2024's first blockbuster release support for our viewpoint that the box office will be soft for the first half of 2024.

Thomas Paulson
Mar 8, 2024

Mercado Gonzalez: This Mexican Food Hall is a Magnet

The Mercado Gonzalez food hall located in Costa Mesa, CA hosts 20 food stalls. Mercado Gonzalez is proving to be one of the most-visited locations in the Northgate Gonzalez portfolio.

Caroline Wu
Mar 8, 2024

Theme Parks: Broader Footprint, More Inclusive, More Modern, and More Thrilling

The theme park industry is undergoing a business transition marked by higher spending as operators accelerate the number of new attractions, builds new parks, and elevates food & beverage.

Thomas Paulson
Mar 8, 2024

The Employment Situation: Favorable from The Fed’s Perspective

The U.S. Bureau of Labor Statistics (BLS) Employment Situation report for February showed a pick-up in the number of unemployed as employed ticked down and the number of workers ticked up.

Thomas Paulson
Mar 8, 2024

Macy’s: A New Chapter of Growth Ahead

As part of its Q4 earnings report, Macy’s introduced a "A Bold New Chapter" for 2024 and beyond. We dive into the latest metrics for Macy's and other department stores.

Thomas Paulson
Mar 1, 2024

TJX Companies: Strong Results Demonstrate Value Was The Ticket This Past Holiday

The TJX Companies reported Q4 results that came in ahead of the company's own projections this week. This caps off an extremely successful last two years and bodes well for the remainder of 2024.

Thomas Paulson
Mar 1, 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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