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The Anchor

Placer.ai's Executive Industry Intelligence Report

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Estée Lauder: The Beauty Rumble

Where does the beauty category go from here as it normalizes following a strong post-pandemic run?

Thomas Paulson
Aug 23, 2024

Off-Price Retail Has Another Off-the-Charts Quarter

Off-price retail continues to take visit share from across the broader retail sector.

Thomas Paulson
Aug 23, 2024

Macy's: 300 More Locations to Go

Macy's continues to write its "Bold New Chapter".

Thomas Paulson
Aug 23, 2024

Target: It's All About Traffic

Target's focus on value and loyalty programs is driving strong visitation trends.

Thomas Paulson
Aug 23, 2024

CAVA: New Store Visit Trends Reinforce Whitespace Potential

We look at CAVA's strong visitation data and what it means for the brand's longer-term growth potential.

R.J. Hottovy
Aug 23, 2024

The Silver Lining to Mall Anchor Department Store Closures

We evaluate foot traffic trends after a mall replaces a departed department store anchor tenant.

Caroline Wu
Aug 23, 2024

Luxury and Sustainability are the Ethos Driving 1 Hotels

1 Hotel is developing luxury hotels with sustainability at the core, and our trade area data reveals some interesting demographic trends.

Caroline Wu
Aug 23, 2024

A Data-Driven Look at Brian Niccol’s Chipotle Tenure and What to Expect at Starbucks

Chipotle posted strong visitation trends during Brian Niccol's tenure--can he replicate the success at Starbucks?

R.J. Hottovy
Aug 16, 2024

Home Retail: Primed for Lower Interest Rates

Macro trends are prompting a wide range of visitation trends across home retailers.

Thomas Paulson
Aug 16, 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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