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The Anchor

Placer.ai's Executive Industry Intelligence Report

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Walmart’s Mojo is More Than Back-It’s Cleaning Up

What's driving Walmart's recent share of visit gains?

Thomas Paulson
Aug 16, 2024

Studs: Reinvigorating the Accessories Category

Studs has brought a lot of innovation to the jewelry and accessories category--what does the data say?

Elizabeth Lafontaine
Aug 16, 2024

Adaptive Reuse: Getting Creative with Vacancies

CRE landlords are getting creative in finding locations that can be repurposed for alternative uses.

Caroline Wu
Aug 16, 2024

July CPI and Retail Sales: Better Than Expected

July's retail sales report still shows a pullback by less-affluent households.

Thomas Paulson
Aug 16, 2024

Beauty: Success Beyond Ulta and Sephora?

We examine visit and trade area trends for some of the other beauty and self-care retailers beyond Ulta and Sephora.

Elizabeth Lafontaine
Aug 9, 2024

QSR Visit Trends: What Gives?

We examine recent visitation trends across the limited-service restaurant category, including Chipotle, McDonald's, and Starbucks.

R.J. Hottovy
Aug 9, 2024

Grocery Retail: No One Staying in Their Swim Lane

We analyze the continued "food fight" across several food retail categories.

Thomas Paulson
Aug 9, 2024

Twisted Up About the Box Office

Which exhibitors are gaining visit share as the summer movie schedule heats up?

Thomas Paulson
Aug 9, 2024

Olympics Boost: PR is Priceless

Which brands have benefitted the most from the 2024 Paris Olympics?

Caroline Wu
Aug 9, 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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