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The Anchor

Placer.ai's Executive Industry Intelligence Report

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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

Happy Nowruz! Celebrating Persian New Year with a Tour of Tehrangeles

Persian New Year – or Nowruz – took place on March 20 this year. To celebrate, we dove into visitation and psychographics for businesses in Los Angeles' Persian community.

Caroline Wu
Mar 22, 2024

Dollar Tree: A Deeper Look into the Planned Family Dollar Store Closures

Dollar Tree’s Q4 2023 update revealed plans to close 1,000 stores following a comprehensive portfolio review. This includes approximately 600 Family Dollar stores in the first half of fiscal 2024.

R.J. Hottovy
Mar 15, 2024

Dick's Sporting Goods: New Store Formats Driving Visit Outperformance

We assess the longer-term potential of Dick’s Sporting Goods' large-format House of Sport concept and Dick’s plans to incorporate experiential elements across the rest of its store portfolio.

R.J. Hottovy
Mar 15, 2024

Grocery: Consumers Still Shopping Value

Following a prolonged period of high inflation, consumers are continuing to buy less and are shifting some purchases away from the traditional grocery channel to discount chains..

Thomas Paulson
Mar 15, 2024

Cat's Out of the Bag: Unlocking Meow Wolf's Secrets

‍Meow Wolf’s Omega Mart in Las Vegas is an immersive entertainment experience that is sui generis and requires an in-person visit to truly understand this one-of-a-kind adventure.

Caroline Wu
Mar 15, 2024

How Cirque du Soleil Laid the Foundation for Vegas as a Premier Entertainment Destination

Started as a humble group of street performers in Canada, Cirque du Soleil has become one of live entertainment’s longest-running shows that consistently drives traffic to Vegas hotels.

Caroline Wu
Mar 15, 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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