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The Anchor

Placer.ai's Executive Industry Intelligence Report

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McDonald's: Lower-Income Consumer Price Sensitivity Continues

McDonald's has long targeted a lower-income consumer - will that trend continue into 2024?

R.J. Hottovy
Feb 10, 2024

Nightlife Index: Football Effect in January 2024?

Nightlife in January slowed due to cold weather. We take a look at the overall segment.

Thomas Paulson
Feb 10, 2024

Year of the Dragon, Luckiest Animal in the Zodiac: Will that Luck Hold for Asian-Themed CRE?

It's the Year of the Dragon - so we're taking a look at some Asian concepts and brands to see whether this year will live up to expectations of a lucky and powerful year.

Caroline Wu
Feb 10, 2024

Disney: Building A Happier Kingdom in 2024 and Beyond

Disney had a tumultuous 2023 - what lies ahead for the company in 2024?

Thomas Paulson
Feb 10, 2024

Starbucks: Quantifying Visit Trends Between Loyal and Occasional Guests

Is Starbucks able to maintain its momentum into 2024? We take a look here.

R.J. Hottovy
Feb 3, 2024

Apple: Consumer Electronics Was a Holiday Winner

In honor of the launch of the Apple Vision Pro, we take a closer look at Apple's recent performance.

Thomas Paulson
Feb 3, 2024

Faherty: For Life's Great Moments

Faherty, known for its laid back sustainable style, is expanding its physical footprint over the past few years. Who shops at the chain? We take a closer look.

Caroline Wu
Feb 3, 2024

Marine Layer: "Perfect for a 7-Day Weekend Kinda Lifestyle"

Eco-friendly brand Marine Layer is popping up in various retail corridors - we take a look at the comfy-cozy brand's visitor demographics.

Caroline Wu
Feb 3, 2024

Most-Visited Outlet Malls in 2023: Arundel Mills Takes the Crown

What outlet malls had the most visitors in 2023? We take a look here.

Caroline Wu
Feb 3, 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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