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The Anchor

Placer.ai's Executive Industry Intelligence Report

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Spending on "Fun" and "Stuff" Softens in July

Are July visitation trends signaling a broader slowdown in spending?

Thomas Paulson
Aug 9, 2024

Olympic Inspiration: Is the Fitness Category Bringing Home the Gold?

We examine fitness club visitation trends by monthly membership fee to assess the state of the U.S. consumer.

Caroline Wu
Aug 2, 2024

Sprouts Farmers Market: Feverish Foraging is Winning Shopper Visits

Sprouts Farmers Market's unique approach is driving strong visitation trends, particularly among new stores.

Thomas Paulson
Aug 2, 2024

Digitally Native Brands: Taking the Temperature in 2024

We examine the state of DNBs and their push into physical retail in 2024.

Elizabeth Lafontaine
Aug 2, 2024

Shift Away from "Fun" Creates Opportunities for "Stuff"

Where does the balance between "stuff" and "fun" stand halfway through 2024?

Thomas Paulson
Aug 2, 2024

The Aftermath of Hiking Prices in Food & Essentials

Are consumers really "pressured" as CPG companies have claimed?

Thomas Paulson
Aug 2, 2024

Auto Dealerships are Changing, Serving CRE Will Too

The role of auto dealers continues to evolve.

Thomas Paulson
Aug 2, 2024

What First Half 2024 Visit Trends Tell Us About What to Expect in the Second Half

What are the top performing retail categories from the first half 2024 and what's to come in the second half?

R.J. Hottovy
Jul 26, 2024

Target: Circle Week Shows Signs of Success

We analyze how Amazon Prime Day 2024 impacted Target's Circle Week promotion.

Elizabeth Lafontaine
Jul 26, 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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