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The Anchor

Placer.ai's Executive Industry Intelligence Report

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Cross-Cultural Food Fusion: Black Tacos Delight Your Taste Buds

In 2022, the Hollywood Reporter named this spot “Black Hollywood’s Top Restaurant for Power Dining.” We take a closer look at foot traffic to Alta Adams restaurant.

Caroline Wu
Mar 1, 2024

January Household Income and Expenditures: Weather Dampener

The Bureau of Economic Analysis's January 2024 Personal Income / Consumer Expenditure report show a massive increase of +$234B month-over-month in personal income, three times the recent trend.

Thomas Paulson
Mar 1, 2024

Walmart: Improved Outlook for 2024

Walmart reported fiscal Q4 results this week, which reflected a strong holiday period and lift in January. Walmart Connect, marketplace, and advertising produced dollar volume growth.

Thomas Paulson
Feb 23, 2024

Home Depot: 2024 Headwinds Persist, but Long-Term Opportunities Intact

As The Home Depot reported Q4 2023 results this week, we revisit the challenges the home improvement retail category faced in 2023 and how the sector might fare in 2024.

R.J. Hottovy
Feb 23, 2024

Climbing Gyms: A New Form of Community

Climbing gyms have taken fitness to new heights in recent years. We dive into the location analytics for these venues to uncover demographic insights and consumer behavior for this growing trend.

Caroline Wu
Feb 23, 2024

Dutch Bros: Innovation Driving Daypart Mix Changes; Long-Term Growth Plans On Track

Coffee was one of the stronger categories in 2023 and is poised to be so in 2024. We dove into the data for Dutch Bros. to take a closer look at the consumer behavior behind its growth.

R.J. Hottovy
Feb 23, 2024

Vegas 5.0 and Super Bowl LVIII: Repositioning Vegas & Temu’s Offense

Super Bowl LVIII capped a very successful year for Vegas in recasting itself as "all things entertainment & hospitality" with new restaurants, The Sphere, a Formula-1 race, and several sports franchises.

Thomas Paulson
Feb 16, 2024

Las Vegas: Did Money Say Goodbye at the Shops Over Super Bowl Weekend?

Over a dozen luxury shops opened in Vegas in 2023 or plan to in 2024, and upscale venues rolled out the red carpet for high-flying guests prior to Super Bowl Sunday 2024.

Caroline Wu
Feb 16, 2024

Ahold Delhaize: Food Lion is Sound, Stop & Shop Needs Fixing

Ahold Delhaize's fiscal report gave an early glimpse into the grocer results we will see in the coming weeks. Competitors reporting next month should have a stronger result due to warmer weather.

Thomas Paulson
Feb 16, 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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