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The Anchor

Placer.ai's Executive Industry Intelligence Report

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What Frightens Retailers During Halloween? Temu

Consumers are under pressure, and Halloween sales reflected that pinch. How did major Halloween-centric retailers fare this spooky season?

Thomas Paulson
Nov 3, 2023

QSR: Have Lower-Income Consumers Reached Their Breaking Point?

As restaurants reported Q3 results, the conversation focused on whether or not QSR customers have begun to shift to other channels due to the economic situation - and the foot traffic tells the story.

R.J. Hottovy
Nov 3, 2023

Outdoor Brands: More People Putting On UGGs; Fewer Slipping on Sorels, Timberlands, and Toronto Boots

Over the past few weeks, we’ve gotten Q3 2023 results and commentary from outdoor and athletic footwear brands which point to continued challenges in the U.S., but with a few of the brands outpacing the category. We've taken a closer look some of key trends in this category below.

Thomas Paulson
Nov 3, 2023

Auto Parts Retail: O’Reilly Breaking the Competition, NAPA Needs Fixing

O’Reilly Auto Parts once again lapped the competition with outsized market share gains during its Q3 2023 update, driven in part by improved inventory position and employee retention.

Thomas Paulson
Nov 3, 2023

Wireless Wars: T-Mobile’s Expansion Over the Countryside

We've been looking at the competition between the wireless carriers for almost two years now, which has lasted longer than expected. Below we describe the results of Comcast and Charter. What’s the latest update?

Thomas Paulson
Nov 3, 2023

QSR Chicken: Driving the Industry's Growth

Chicken restaurants have established themselves as trendsetters in recent years - what does the future hold? We take a look at the current state of the QSR chicken category to see what might lie ahead.

R.J. Hottovy
Oct 27, 2023

Small Towns, Deepening Pockets: How Migration is Changing the Face of Boise

We take a look at the migration trends to Boise, Idaho - a small city with strong population growth - to see what has changed over the past few years for this Gem State city.

Caroline Wu
Oct 27, 2023

Las Vegas Sphere: Globetacular Advertising Potential

U2's Achtung Baby show is running in Las Vegas through mid-December - how have visitation patterns shifted?

Thomas Paulson
Oct 27, 2023

Autos: Tesla is Brawler in the EV Scrum

In Q3, electric vehicles accounted for 7.9% of new car sales, with Tesla taking 50% market share. What will happen in Q4?

Thomas Paulson
Oct 27, 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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