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The Anchor

Placer.ai's Executive Industry Intelligence Report

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Big Ticket Spend: High-End Power Boats & Snowmobiles Selling, Other Categories to see a “Less Bad” 2024

How are consumers spending on big ticket items like boats and snowmobiles? We explore the segment's performance here.

Thomas Paulson
Feb 3, 2024

Amazon: Fulfillment Center Activity Continues to Pick Up, Push into Consumables Accelerates

Amazon reported strong Q4 2024 results, something that we expected based on our fulfillment center visitation data from the past few months. We look at the overall performance here.

Thomas Paulson
Feb 3, 2024

Google/Meta: Strong Results Reflect the Exit Rate of The Economy & The Boost from Temu/Shein

Meta and Google reported strong advertising growth quarter-over-quarter. How will the strong economy affect this growth? And what effect will Temu have on these metrics?

Thomas Paulson
Feb 3, 2024

Layoffs, AI’s Impact on the Economy & FOMC Decision to Hold Rates Steady: What Does It Mean to Retail in 2024?

2024 is shaping up to be a strong year for the economy, consumer spending, and housing - but how do high numbers of corporate layoffs fit in with this story? We explore the retail trends here.

Thomas Paulson
Feb 3, 2024

How Have Winter Storms Impacted Retail Visits?

Has the inclement weather affected retail sales? We take a look here.

R.J. Hottovy
Jan 27, 2024

LVMH: Better Q4 and Start to 2024, Looking for a Dynamic Q4 2024

LVMH reported solid Q4 results, with +8% revenue growth year-over-year.

Thomas Paulson
Jan 27, 2024

Housing: Starting to Rebuild Momentum

With interest rates slowing, we decided to review the data on housing - and it looks like the segment will have a dynamic next couple of years.

Thomas Paulson
Jan 27, 2024

Parks, Recreation Centers, and Redeveloped Malls: Community Glue

How can communities be served by parks and recreation centers? We take a look at several developments to see the demographics of who is visiting them and their retail preferences.

Caroline Wu
Jan 27, 2024

Leisure Travel: Q4 2023 Results Point to a Strong 2024, And Better Spending at Home

Find out what the U.S. Travel Association predicts for 2024.

Thomas Paulson
Jan 26, 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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