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The Anchor

Industry Intelligence for CRE and Retail

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Kohl's: Leadership Changes, but Strategy Likely Continues

Kohl’s announced that CEO Michelle Gass is leaving the company and the Board appointed Tom Kingsbury to serve as interim CEO. With the announcement, came preliminary 3Q22 results including comp-store sales down 6.9%

Thomas Paulson
Nov 11, 2022

Adidas: Pounces on Puma Executive as Their New CEO

Amidst recent news about ending its partnership with Ye, adidas hired Puma’s CEO Bjorn Gulden as its new chief. Adidas is hoping Gulden can chart a path for growth when he starts in January 2023.

Thomas Paulson
Nov 11, 2022

Meta Layoffs: The Economy’s Mojo Shifts to In-Person Consumption and Infrastructure

We don’t foresee the hiring freeze and layoff environment changing for the better until the 2H23. As such, we expect to see very large layoffs in digital services in early 2023.

Thomas Paulson
Nov 11, 2022

Grocery Roundup: More than Value Driving Visits to Aldi, Grocery Outlet, WinCo Foods, and Trader Joe’s

While inflationary headwinds certainly explain some of the migration to value-oriented grocers, we examine how execution and brand affinity play a part in the success of these chains.

RJ Hottovy
Nov 4, 2022

McDonald’s and Yum Brands: Two Companies Beating Inflation, Two Different Approaches

McDonald's and Yum Brands are both beating inflation. While McDonald’s may be utilizing its marketing prowess to drive visitation growth, Yum Brands is more focused on value.

RJ Hottovy
Nov 4, 2022

HOKA, Columbia, and The North Face: Inflation Not Inhibiting Demand for Out-On-The-Trail Products

Last week, HOKA, Columbia, and The North Face reported Q3 results which revealed solid sell-in and sell-through trends for the companies’ U.S. retail and wholesale businesses.

Thomas Paulson
Nov 4, 2022

Estée Lauder: More Prestige Brands/SKUS Are Being Opened to Target and Kohl’s Versus Ulta and Sephora

Cosmetics has been one of the strongest performing categories in discretionary retail this year. Year-to-date, prestige beauty is the only industry that is growing in unit sales, per NPD.

Thomas Paulson
Nov 4, 2022

Ace Hardware: Visitation Trends Support Store Opening Plans

Ace Hardware has flown under the radar screen, and has been one of the pleasant surprises in the home improvement category. The brand's visitation trends have outperformed the home improvement retail category this year.

RJ Hottovy
Nov 4, 2022

Costco: October Comparable-Store Sales Update

Costco's October comparable-store sales (ex-gas) increased +6.1%, which was a deceleration from +8.0% in September. The three-year CAGRs were little changed MoM.

Thomas Paulson
Nov 4, 2022

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RJ Hottovy

Head of Analytical Research, Placer.ai

R.J. Hottovy, CFA has covered the restaurant, retail, and e-commerce sectors for nearly 20 years as an equity analyst and strategist for Morningstar, William Blair & Co., and Deutsche Bank...

R.J. Hottovy, CFA has covered the restaurant, retail, and e-commerce sectors for nearly 20 years as an equity analyst and strategist for Morningstar, William Blair & Co., and Deutsche Bank.

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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...

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.

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