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The Anchor

Placer.ai's Executive Industry Intelligence Report

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Auto Parts Retail: Slower Pace Expected In 2024, Does That Allow Laggards to Fix Their Engines?

The last three years were a very strong period for auto part retail sales. Per the Census figures, auto parts retail will have closed out 2023 at $135B in sales, up +39% since 2019 .

Thomas Paulson
Feb 16, 2024

Happy Lunar New Year Part 2: Vietnamese, Korean, and Pan-Asian Malls

The Lunar New Year provides an opportunity to dive into foot traffic to Asian-themed shopping centers to take a closer look at where revelers partook in the festivities.

Caroline Wu
Feb 16, 2024

Update on "Fun" Versus "Stuff"

With more Q4 2023 updates from travel and hospitality operators this past week, it appears likely that Fun’s wallet share capture will be muted this year compared to 2023.

Thomas Paulson
Feb 16, 2024

Retail Sales: January’s Bad news in the Bag, Good News Ahead?

January retail sales were very soft according to the U.S. Census Bureau Advance Monthly Retail Sales report, with general merchandise retail sales falling mid-to-high-single digits

Thomas Paulson
Feb 16, 2024

Beauty: Still at the Top for Category Growth, Particularly Fragrance

Prestige beauty continues to outperform. We take a look at how brands like Ulta and Sephora are performing.

Thomas Paulson
Feb 10, 2024

Aspirational Luxury: Ralph Lauren & Kering See Stronger Q4 2023, but Category Remains Subdued

Ralph Lauren reported a 6% revenue increase in its North American stores - we take a look at other luxury brands to see how the segment is doing.

Thomas Paulson
Feb 10, 2024

Luxury Update: Ralph Lauren, LVMH, and Tapestry

We take a look at Ralph Lauren and Tapestry, as well as other luxury brands. How are they performing?

Thomas Paulson
Feb 10, 2024

Outdoor Brands: High Brand Heat at HOKA and UGGS, While Others are Rebuilding Their Campfires

Find out how major athletic and activewear brands are performing post-holiday season.

Thomas Paulson
Feb 10, 2024

Mattress Retail: Starting to Firm Up

Home improvement and home-related retail categories may see visits pick up again in 2024 after a challenging 2023. And mattress retailers may be the harbinger of this growth.

Thomas Paulson
Feb 10, 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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