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The Anchor

Placer.ai's Executive Industry Intelligence Report

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Dog Park Bars: When Things Get "Ruff", it's Nice to Have your Doggy Sidekick

Commercial real estate is constantly coming up with new concepts. Dog park bars like Bark Social and Fetch Park are capitalizing on pet owners’ love for socializing and their dogs.

Caroline Wu
Apr 19, 2024

Retail Sales: Nice Upwards Inflection, Expect That to Continue in April

The March retail sales report showed a nice improvement from the January/February pace. Standouts from a change in trend perspective include home improvement & garden and general merchants.

Thomas Paulson
Apr 19, 2024

Beige Book: Readings Shake Fed’s Confidence in Inflation’s Path

This week brought another reset to market expectations on interest rates as inflation persisted according to recent economic reports, including the March CPI reading, stronger retail sales, and the Beige Book.

Thomas Paulson
Apr 19, 2024

Restaurants: Where Do We Stand After Q1 2024

To mark the release of short visit data with Placer’s Data Version 2.0 and the publishing of our latest dining white paper, we take a closer look at where the restaurant sector stands after Q1 2024.

R.J. Hottovy
Apr 12, 2024

Department Stores V2.0

Given our recent analyses of the next chapters of Macy’s, Kohl’s, and Nordstrom, and the release of Placer.ai Data Version 2.0, we thought we’d review March traffic data for the department store category.

Thomas Paulson
Apr 12, 2024

99 Cents Only Stores: Bitten by Inflation and Competition

Following 99 Cents Only Stores announcement that it is going out of business, we've analyzed our data for four stores in the brand's large SoCal market to better understand why the chain has struggled.

Thomas Paulson
Apr 12, 2024

Consumer Health: What Costco's Sales and Retailer Credit Card Businesses Tell Us

Not all the news this week was good for retailers; those with credit card business may be facing eroding consumer credit, increased loss provisions, and tightening lending standards for customers.

Thomas Paulson
Apr 12, 2024

Market Spotlight: How New Mexico Highlights its Cultural and Arts Scene to Drive Business and Leisure Tourism

We dive into the data for some of New Mexico's hottest travel destinations to uncover how New Mexico's cultural and arts scene to drive business and leisure tourism.

Caroline Wu
Apr 12, 2024

Amazon: Annual CEO Letter Hints at More Convenience and Value in the Future

This week, Amazon’s CEO Andy Jassy noted a consumer that was being “considered” when purchasing and selecting deals and lower priced items that will save them money.

Thomas Paulson
Apr 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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