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The Anchor

Industry Intelligence for CRE and Retail

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Disney: College Spring Break Fun at the Magic Kingdom

Recent reports indicate that swarms of spring breakers are flocking to Disney World leading to massive crowds. What does the data show about young vacationers at the park?

Thomas Paulson
Mar 29, 2024

Kohl's: After Kohl's Year of Beauty, How Does its Vision for the Future Compare to Macy's

Kohl's Q4 2023 saw a continuation of Sephora at Kohl's sales growth at over 70%, including comparable-store sales growth of 25% for the 2021 and 2022 store cohorts.

Thomas Paulson
Mar 22, 2024

Abercrombie & Fitch: Building a Retail Turnaround Blueprint

Abercrombie & Fitch’s successful 2023 continued into 2024, with Q4 2023 comparable-store sales up +28% and Q1 2024 company comps expected to be up double-digits.

Thomas Paulson
Mar 22, 2024

Urban Outfitters: Anthropologie and Free People Banners Winning, Urban Outfitters Challenged

URBN continues to drive excellent results with the Anthropologie and Free People brands, while namesake brand Urban Outfitters remains challenged. We dive into the psychographics to explore why.

Thomas Paulson
Mar 22, 2024

Kering: What its Weaker Q1 2024 Sales Trends Means for U.S. Prestige Luxury Spending

Kering announced preliminary negative sales results for Q1 2024 based on weaker-than-planned results for Gucci and the China business. We took a look at trends for the prestige luxury category as a whole.

Thomas Paulson
Mar 22, 2024

Dollar and Discount Stores: It’s The Offering, Not the Consumer

Family Dollar and Dollar General's results revealed steep decline in non-consumables sales. Family Dollar’s discretionary comps were down -12% and Dollar General's were down -5%.

Thomas Paulson
Mar 22, 2024

Petco: More Bite This Time

On its Q4 2024 update Petco management claimed the brand is the only full-service pet health and wellness ecosystem, uniquely positioned to win for the long term.

Thomas Paulson
Mar 22, 2024

The Pioneering Southdale Mall: Back to the Future

The Southdale Mall in Edina, Minnesota was imagined and crafted as a shopping destination that would rival downtown Minneapolis and is now getting a $400M upgrade.

Thomas Paulson
Mar 22, 2024

St. Patrick’s Day: A Lot More Celebrating This Year

Our Nightlife Activity Index shows that folks were quite into celebrating St. Patrick’s Day this year. Visits to districts included in our index increased +10% compared to last year.

Thomas Paulson
Mar 22, 2024

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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 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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