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The Anchor

Placer.ai's Executive Industry Intelligence Report

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Grocery: More Deals, More Coupons, More Traffic, But Lower Profits

Grocery stores get more promotional as competition across the food retail category intensifies.

Thomas Paulson
Jul 26, 2024

Bass Pro Shops: What's Driving Recent Visit Gains?

We break down Bass Pro Shops strong visitation trends in 2024.

Caroline Wu
Jul 26, 2024

LVMH: The Affluent are Again Spending at Home; the Non-Affluent Continue Not to Spend

LVMH's first-half 2024 results and Placer visitation data tell us a lot about affluent consumer shopping behavior.

Thomas Paulson
Jul 26, 2024

Auto Parts Retail: Stuck In the Essentials Malaise

Auto parts retail and aftermarket repair saw strong visit trends in the first half of 2024--will it last?

Thomas Paulson
Jul 26, 2024

Return to Office Insights: Miami and New York in the Lead

We look at return-to-office trends across several key markets in the U.S.

Caroline Wu
Jul 26, 2024

Electric Vehicles and New Car Sales: Malaise Spreading, More Rationalization and Consolidation Forthcoming

A consolidation and narrowing wave looks forthcoming at both the automotive original equipment manufacturers (OEMs) and dealerships--here's why.

Thomas Paulson
Jul 26, 2024

Big Ticket Recreational Goods: No Fun Found Here

The market for recreational items like motorcycles, off-road vehicles, pontoons, and power boats is under pressure.

Thomas Paulson
Jul 26, 2024

Q2 GDP: Goldilocks

Key takeaways from the Q2 2024 U.S. GDP report.

Thomas Paulson
Jul 26, 2024

Theme Park Update: Seeking a Sliver of Disney’s Visit Share

We take a closer look at visitation trends across several theme park operators as we enter the industry's busiest months.

Thomas Paulson
Jul 19, 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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