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The Anchor

Placer.ai's Executive Industry Intelligence Report

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Five Below: Hit By Easter Shift and Squishmallows

Five Below saw softer-than-expected Q1 2024 results but remains well-positioned when consumer spending for discretionary general merchandise picks up.

Thomas Paulson
Jun 7, 2024

Women's Sports on a Roll: Packed Stadiums, The Sports Bra Bar & Restaurant, and Impacting CRE

We look at how the popularity of women's sports is changing the commercial real estate landscape.

Caroline Wu
Jun 7, 2024

Shopping "High-Low": Escada and Club Monaco share space in Beverly Hills

Shopping "High-Low" is taking on a new meaning in Beverly Hills

Caroline Wu
Jun 7, 2024

April PCE and May Retail Sales: A Touch Better

Inflation in essentials services continues to steal dollars away from discretionary purchases.

Thomas Paulson
Jun 7, 2024

Essentials Retail: A Tough 2024 Continues

Many essentials retailers could also face a down year in terms of sales growth, including dollar stores, pet retail, and auto parts retail.

Thomas Paulson
May 31, 2024

Department Stores: Some Good, Some Bad

Department store banners are on divergent paths in 2024.

Thomas Paulson
May 31, 2024

Off-Price Retail: Nordstrom Rack's Wow! Moment

Nordstrom Rack is winning with both value and newness.

Thomas Paulson
May 31, 2024

Abercrombie & Fitch: Stores Hold More Value with New Strategy

Abercrombie & Fitch's laser focus on its consumer continues to be a successful strategy.

Elizabeth Lafontaine
May 31, 2024

Performing Arts: Takeaways from the California Presenters Conference and Spotlight on Arizona Venues

How local performance center venues around the country that cater to smaller audiences can have a meaningful impact on their communities.

Caroline Wu
May 31, 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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