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The Anchor

Placer.ai's Executive Industry Intelligence Report

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December Retail Sales - Strong as Previewed

Retail sales, economic growth, and bank earnings - read on for a highlight of the most important retail topics in January.

Thomas Paulson
Jan 20, 2024

Restaurant Outlook 2024: Year of New Location Expansion Plans?

As the new year begins, how are restaurant managers and operators applying last year's lessons in 2024? We take a closer look at some key trends restaurant operators can consider as we move into the new year.

R.J. Hottovy
Jan 13, 2024

Albertsons: Adding Households by Leaning into Fresh

Consumers continue to be concerned about inflation, and are showing restraint when grocery shopping. How has grocery giant Albertson's managed to drive sales growth?

Thomas Paulson
Jan 13, 2024

Backcountry: Another DTC Brand Accelerates its Push into Physical Retail

Backcountry opened several brick-and-mortar stores after being an online destination for outdoor gear for years. We take a look at some of the visitation metrics to its stores to see how its physical retail is faring.

Caroline Wu
Jan 13, 2024

Can a Shopping Center be Too Fun for Grocery?

Many shopping centers saw their grocery anchors proving to be a saving grace over the past few years, so the closure of Newfound Market, Bristol Farms' experimental concept, came as a surprise. We dive into some location analytics to understand what may have accounted for reduced traffic and the stores closure.

Caroline Wu
Jan 13, 2024

2023 Holiday Wrap and New Year’s Cheer

Consumers were in a gifting and celebratory mood for 2023's holiday season, evidenced by strong BevAlc and Nightlife visits.

Thomas Paulson
Jan 6, 2024

CosMc’s Field Trip: Does McDonald’s New Concept Have Escape Velocity?

2023 saw restaurant operators trying new menu innovations or partnerships. And McDonald's is at the forefront, with its new drive-through centric CosMc restaurant. We checked it out for ourselves - read on for our review.

R.J. Hottovy
Jan 6, 2024

Indoor Malls Versus Open-Air Lifestyle Centers: Where Holiday Shoppers Visited

While open-air centers are increasingly in vogue, especially in temperate climates, indoor malls still receive the bulk of holiday shoppers. Using Placer’s Mall Index, we see that both types of centers have a big bump over the Thanksgiving holiday, dip afterwards, and then slowly start increasing as it inches closer to Christmas.

Caroline Wu
Jan 6, 2024

2023’s Holiday Surge: The Shape of This Year’s Building Momentum

Visitation trends to shopping center and superstores during the 2023 holiday season compared to previous years reveals that all are showing similar patterns to last year, but still down from pre-pandemic levels.

Thomas Paulson
Dec 16, 2023

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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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