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The Anchor

Placer.ai's Executive Industry Intelligence Report

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Consumer Expenditures in 2024: "Stuff" versus "Fun"

High inflation on essential services and the normalization of personal consumption expenditures in favor of services rather than goods encroached on consumer spending trendsin 2023.

Thomas Paulson
Dec 16, 2023

Coffee: Can 2023's Winners Sustain Their Momentum?

Coffee was one of the stronger-performing dining categories in 2023 as return-to-office trends picked up across most markets in the U.S.

R.J. Hottovy
Dec 16, 2023

Lululemon: A Retail Star

Lululemon reported a strong Q3 2023, and has added 24 domestic locations. How are newer stores doing relative to the chain's already-existing portfolio?

Thomas Paulson
Dec 16, 2023

Secondhand Stores: Not a Lot of Used Items to be Gifted this Holiday Season

While secondhand stores enjoyed a surge of popularity in 2023, recent visitation trends to the segment point to a slowdown.

Thomas Paulson
Dec 16, 2023

Shopping Crossroads: Holiday Shopping at Busy Intersections

With holiday shopping upon us, we take a look at a shopping center in the Chicago suburbs - Vernon Hills - to see how visitation trends have shifted over the past few months.

Caroline Wu
Dec 16, 2023

November Retail Sales: Improved Activity

November was a strong month or retail, especially e-commerce. We break the activity down here.

Thomas Paulson
Dec 16, 2023

Where Do Consumers Stand Heading into the Thick of the Holiday Season?

How are consumers feeling ahead of the holidays? We take a closer look here.

Thomas Paulson
Dec 8, 2023

Dollar Store Round Up: Treasure Hunt Up, Everyday Low Prices Down

Dollar Tree and Five Below have been advantaged versus other dollar store chains given their more affluent customer mix and strong execution on their treasure hunt merchandise strategy. We take a closer look.

Thomas Paulson
Dec 8, 2023

Liquidators Round Up: Big Lots Stuck, Ollie's Army Marches Forward

How are liquidators Big Lots and Ollie's Bargain Outlet closing out 2023? We take a closer look.

Thomas Paulson
Dec 8, 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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