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The Anchor

Placer.ai's Executive Industry Intelligence Report

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Kroger: 2024 is Just Around the Corner, So is the Albertson's Close

With the Federal Trade Commission expected to make their initial ruling on Kroger and Albertsons proposed merger, we take a look at the two chain's performance over the past few months.

Thomas Paulson
Dec 8, 2023

Urban Nightlife Tracker: Signs of Normalization

Are people going out at night the way they used to pre-pandemic? We take a look at our Nightlife Activity index to find out.

Thomas Paulson
Dec 8, 2023

Petco: Inflation Bites

We take a closer look at how post-pandemic trends are affecting visits to pet supply stores Petco, Pet Supplies Plus, and PetSmart.

Thomas Paulson
Dec 2, 2023

Best Buy: Strong Black Friday a Precursor for a More Stable 2024?

Best Buy had a strong Black Friday period - is this the beginning of a sustained upward trend in the consumer electronics category?

R.J. Hottovy
Dec 2, 2023

Dollar Stores: Temu’s Superbowl Size Win

Low-cost retailer Temu has been giving other discount and dollar chains a run for their money - How have visitation patterns been affected?

Thomas Paulson
Dec 1, 2023

Specialty Apparel: More Idiosyncratic Success

Apparel's Q3 highlights, including a surprising turnaround for Gap brands and strong performances from Abercrombie, Anthropologie, and Free People.

Thomas Paulson
Dec 1, 2023

Off-Price Retail and Department Stores: More Positive Signs as Food Inflation Mellows

Burlington reported a solid quarter and is forecasting an increase in comparable-store sales for 2024 - what does this say about the company's core consumer?

Thomas Paulson
Dec 1, 2023

Kohl's: Sephora at Kohl's Makeover Continues to Drive Results

Kohl's Q3 2023 results revealed solid in-store performance (-1% comp sales) driven in part by Sephora at Kohl's success. What might 2024 bring for these companies?

Thomas Paulson
Dec 1, 2023

Superstores: Visit Declines Stabilizing, Deflation in Dry Grocery Ahead

Superstore shoppers continue to react to economic trends - and though inflation is easing, general merchandise sales have not grown significantly. We explore the trends here.

Thomas Paulson
Nov 17, 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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