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The Anchor

Placer.ai's Executive Industry Intelligence Report

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Off-Price Retail: What Happens if Inflation Eases?

The off-price retail category did well in Q3 2023, with little regional or consumer disparity in performance. What else might lie ahead? We dive in.

Thomas Paulson
Nov 17, 2023

Eyewear Retail: Lots of Demand for New Optometrists

The eyewear industry had a difficult 2022 and H1 2023 - how is it faring now?

Thomas Paulson
Nov 17, 2023

Top 5 Retail Trends Takeaways from Connect Retail West

What retail trends were front and center at Connect Retail West last week? We highlight our key takeaways below.

Caroline Wu
Nov 17, 2023

Theme Parks: Disney World/SeaWorld Trends Robust, Expansion Plans Upgraded

This week, Disney shared that its California theme parks outperformed, and the company took significant market share within the destination theme park market. Another big driver was its international division, which saw a significant jump in profits.

Thomas Paulson
Nov 11, 2023

What’s Hot This Holiday Season? Value and Beauty

2023's holiday calendar is similar to last year's, with Christmas falling on Monday, allowing for a full weekend of shopping. And like all holidays, brands are looking to win the season. What other dynamics may come into play?

Thomas Paulson
Nov 10, 2023

Apple: In A New Product Holding Pattern

Apple sales in the U.S. are up Q3 2023 - so what's next?

Thomas Paulson
Nov 10, 2023

Grocery Outlet and Sprouts Switching Gears, and The Food Lion Gets Fleeced

Q3 2023 results for Sprouts Farmers Market revealed comparable-store sales momentum, whereas Grocery Outlet’s high level of growth has slowed (which was self-inflicted). Moreover, in looking at the multi-year comparable-store sales CAGRs, Sprouts is driving an improvement in a slowing market (less inflation). On an underlying basis, Grocery Outlet is holding steady.

Thomas Paulson
Nov 10, 2023

Movie Theatres: Santa Came Early to Hollywood

For Q3 2023, AMC produced strong results and took share, with revenue and attendance up significantly. How are other theaters faring, and what bright spots lie ahead for the segment?

Thomas Paulson
Nov 10, 2023

Open-Air Malls: Does October Visitation Portend Holiday Traffic?

We take a look to see how malls and theme parks are doing ahead of the holiday season.

Caroline Wu
Nov 10, 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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