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The Anchor

Placer.ai's Executive Industry Intelligence Report

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Darden: A Data-Driven Look at the Chuy's Acquisition

Darden's acquisition of Chuy's will complement its existing brand portfolio in more ways than one.

R.J. Hottovy
Jul 19, 2024

Mediterranean Restaurant Concepts Jump in Popularity

More encouraging data points as several Mediterranean restaurant concepts approach national coverage.

Caroline Wu
Jul 19, 2024

Limited Too: Brand Relaunch Has Millennials in Mind

Limited Too will join Sephora and Babies”R”Us in making Kohl's a more relevant destination for Millennials.

Elizabeth Lafontaine
Jul 19, 2024

1H 2024 Shopping Center Index: Foot Traffic Optimism

Shopping malls continued to see momentum across all property types in June.

Caroline Wu
Jul 19, 2024

June Retail Sales: As Previewed, Retail Sales Bounced

We analyze the June 2024 Retail Sales report from the U.S. Census Bureau.

Thomas Paulson
Jul 19, 2024

Department Stores: Thoughts on Category Consolidation

Our thoughts on Hudson's Bay Company's efforts to consolidate Saks, Neiman Marcus, and Bergdorf Goodman and the broader trend of consolidation in the department store space.

Thomas Paulson
Jul 12, 2024

Warehouse Clubs: Younger Visitors Support Growth

Warehouse Clubs have been outperforming the broader retail category in 2024 helped by visits from younger trade areas.

Elizabeth Lafontaine
Jul 12, 2024

McDonald’s Joins the Restaurant Value Wars of 2024

QSR chains drove visits through bundled meals in June 2024--did McDonald's replicate their success?

R.J. Hottovy
Jul 12, 2024

Box Office Update: Gru Rises Again, Will Paramount?

Thoughts on Skydance's acquisition of Paramount Global and cross-visitation takeaways for this summer's most popular movies.

Thomas Paulson
Jul 12, 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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