Thanks for Visiting

Impressed with what you’ve seen here?
Sign up free! And get the full story.

Success

Go Back
Oops! Something went wrong while submitting the form.

The Anchor

Placer.ai's Executive Industry Intelligence Report

Browse The Anchor

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Urban Outfitters: High Income, Specialty Fleets Still Thriving

This week, Urban Outfitters, Inc. (URBN) reported first quarter earnings, with comparable dollar sales up 4.6%, a strong growth number compared to many in the industry.

Elizabeth Lafontaine
May 24, 2024

Macy's Bold New Chapter: Early Signs of Success

Macy's New Chapter has started favorably in Q1 2024. the business generated cash and strengthened the balance sheet, and gross margin remained healthy and slightly above pre-pandemic levels.

Thomas Paulson
May 24, 2024

Walmart: Price Rollbacks Driving Visits

Walmart reported strong quarterly results (Feb-Apr 2024 quarter) both on its top and bottom line. Driving gross margin and profits were sales leverage, strong advertising, membership income, and lower markdowns.

Thomas Paulson
May 24, 2024

Target: Nearly Past the Pandemic Super Surge

Target reported quarterly results that were in-line with its plan for the year. Comparable-store sales declined, reflecting cycling the pandemic’s "super surge" in 2020 and the post-pandemic spike in inflation.

Thomas Paulson
May 24, 2024

Off-Price: Still A Period Where Value Wins, But by Less

TJX Companies reported another positive quarter and shared that the current one has started strong, this despite facing more difficult comparisons in the same periods of 2022 and 2023.

Thomas Paulson
May 24, 2024

National Restaurant Association Show Takeaways: Who’s Winning the Food Fight?

We offer some of our own observations from the National Restaurant Association Show. Among the top topics was increased competition with alternative food retail channels like grocery, dollar stores, and convenience stores.

R.J. Hottovy
May 24, 2024

Box Office: Scary Nights at the Theater

Movie theater operators and the movie industry are marking time to see how the summer slate performs as Q1 2024 and early Q2 2024 have been soft due to the scant number of wide releases.

Thomas Paulson
May 24, 2024

ICSC Takeaways: Retail Optimism, Getting Creative with Formats, Impact of Hybrid/Remote Work, and Miami is Hot

Our takeaways from ICSC in Las Vegas and a deep dive into Miami: a city that barely missed a beat during COVID, continues to see new residents, has a vibrant cosmopolitan feel, and plenty of retail opportunity.

Caroline Wu
May 24, 2024

Top 2024 Retail, Restaurant, and CRE Themes

As U.S. consumers continued to be discriminating with every dollar they spend, we review some of the key foot traffic trends impacting the retail, restaurant, and commercial real estate in 2024 so far.

RJ Hottovy, Thomas Paulson, Caroline Wu, Elizabeth Lafontaine
May 17, 2024

Schedule a Call

Required
Please enter your email
Required
Required

Thanks for reaching out!

I’ll be in touch soon

Go Back
Oops! Something went wrong while submitting the form.

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.

Get a Demo

Required
Please enter your email
Required
Required

Thanks for reaching out!

I’ll be in touch soon

Go Back
Oops! Something went wrong while submitting the form.