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The Anchor

Placer.ai's Executive Industry Intelligence Report

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Travel & Theme Parks: Growing Demand?

Cruise activity is picking up, and visits to theme parks were strong - we explore these trends here.

Thomas Paulson
Oct 27, 2023

Stronger September Retail Sales: A Statistical Anomaly

We explore how September retail sales fared across several major industries.

Thomas Paulson
Oct 25, 2023

Retail Insights for Albertsons, Dollar General, and Spirit Halloween

We take a look at recent foot traffic performance for Albertsons, Dollar General, and Spirit Halloween.

Thomas Paulson
Oct 25, 2023

Previewing E-Commerce: The Bifurcation Continues

At the beginning of the year, we predicted another soft year of growth for online retailers and digitally native brands. We explore how that claim has held up.

Thomas Paulson
Oct 25, 2023

Destination Theme Parks: Disney On Top Again in Q3 2023

How did Q3 visits to theme parks do following a slow start to the season?

Thomas Paulson
Oct 25, 2023

Notable Economic Developments In Housing

We take a deep dive into the state of housing and how inflation is changing the market.

Thomas Paulson
Oct 25, 2023

Singing About the Box Office

Box offices nearly reached pre-pandemic levels in Q3 2023, driven by several blockbuster films and tours.

Thomas Paulson
Oct 13, 2023

LVMH: U.S. Trends "Consistent and Unfortunate" with 1H 2023 Except for Sephora’s Exceptional Growth

LVMH's Q3 2023 sales continued trends seen in H1 2023, with Sephora crushing it while luxury spending slowed.

Thomas Paulson
Oct 13, 2023

Highlights from the 2023 Fast Casual Executive Summit

Following the recent Fast Casual Executive Summit we highlight some key points about the state of the fast casual and broader restaurant industry.

R.J. Hottovy
Oct 13, 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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