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The Anchor

Industry Intelligence for CRE and Retail

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Layoffs, AI’s Impact on the Economy & FOMC Decision to Hold Rates Steady: What Does It Mean to Retail in 2024?

2024 is shaping up to be a strong year for the economy, consumer spending, and housing - but how do high numbers of corporate layoffs fit in with this story? We explore the retail trends here.

Thomas Paulson
Feb 3, 2024

How Have Winter Storms Impacted Retail Visits?

Has the inclement weather affected retail sales? We take a look here.

RJ Hottovy
Jan 27, 2024

LVMH: Better Q4 and Start to 2024, Looking for a Dynamic Q4 2024

LVMH reported solid Q4 results, with +8% revenue growth year-over-year.

Thomas Paulson
Jan 27, 2024

Housing: Starting to Rebuild Momentum

With interest rates slowing, we decided to review the data on housing - and it looks like the segment will have a dynamic next couple of years.

Thomas Paulson
Jan 27, 2024

Parks, Recreation Centers, and Redeveloped Malls: Community Glue

How can communities be served by parks and recreation centers? We take a look at several developments to see the demographics of who is visiting them and their retail preferences.

Caroline Wu
Jan 27, 2024

Leisure Travel: Q4 2023 Results Point to a Strong 2024, And Better Spending at Home

Find out what the U.S. Travel Association predicts for 2024.

Thomas Paulson
Jan 26, 2024

Home Furnishing: 2024 Outlook for Housewares, Mattress, and Furniture Retail

Home decor retailers are seeing great year-over-year visits relative to furniture retailers - we take a look at some of the factors contributing to these strong visits.

RJ Hottovy
Jan 20, 2024

Box Office: After an Up and Down 2023, What's in Store for 2024?

Movie theater visits slowed slightly following the Barbenheimer phenomenon - we take a look at the visitation data to see what might lie ahead for theaters in 2024 and beyond.

Thomas Paulson
Jan 20, 2024

The Lure of Waikiki and Beyond: The Feel of Fifth Avenue on Oahu?

Hawaii tourism was hit hard by COVID, but seems to have bounced back - we take a look at some of the most popular destinations on the island of Oahu over the holidays to see how the recovery is going.

Caroline Wu
Jan 20, 2024

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RJ 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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