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The Anchor

Placer.ai's Executive Industry Intelligence Report

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The Employment Situation: Favorable from The Fed’s Perspective

The U.S. Bureau of Labor Statistics (BLS) Employment Situation report for February showed a pick-up in the number of unemployed as employed ticked down and the number of workers ticked up.

Thomas Paulson
Mar 8, 2024

Macy’s: A New Chapter of Growth Ahead

As part of its Q4 earnings report, Macy’s introduced a "A Bold New Chapter" for 2024 and beyond. We dive into the latest metrics for Macy's and other department stores.

Thomas Paulson
Mar 1, 2024

TJX Companies: Strong Results Demonstrate Value Was The Ticket This Past Holiday

The TJX Companies reported Q4 results that came in ahead of the company's own projections this week. This caps off an extremely successful last two years and bodes well for the remainder of 2024.

Thomas Paulson
Mar 1, 2024

CAGNY Recap: Thoughts on Inflation

Our takeaways from the Consumer Analyst Group of New York’s (CAGNY) conference including strategy of CPG companies and the grocery trends that could make or break them.

Thomas Paulson
Mar 1, 2024

Sprouts: A Brand for the Non-Affluent and Multicultural

Sprouts Farmers Market reported on Q4 earnings and its outlook for 2024. We dove into the foot traffic data and sales numbers while looking at the brand's recent store openings.

Thomas Paulson
Mar 1, 2024

Grocery Outlet: Working to Get Back in Stock

‍Grocery Outlet’s Q4 2023 results were impacted by supply chain issues, and foot traffic data shows a softening in visitation trends. Plus, news in the brand's real estate pipeline.

Thomas Paulson
Mar 1, 2024

Auto Parts Retail: All Good Things Come to Pass, Including the Ebullient COVID Years

AutoZone and Advance Auto Parts both turned in soft results for Q4 2023 and pointed to subdued industry growth for 2024. We dive into some of the headwinds facing the industry.

Thomas Paulson
Mar 1, 2024

Progress Plaza: Making History in CRE

As Black History Month comes to a close, let's take a look back at a pioneering shopping center that has been visited by the likes of Barack Obama during his presidential campaign.

Caroline Wu
Mar 1, 2024

Black History Month Museum Focus: Celebrating African Americans and the Arts

As Black History Month comes to a close we take a look at the psychographic and demographic segments of visitors to Smithsonian’s National Museum of African American History and Culture.

Caroline Wu
Mar 1, 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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