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The Anchor

Placer.ai's Executive Industry Intelligence Report

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Lululemon, Nike, and On Running: Rolling Out More Retail

The last few years have been challenging for the athletic footwear and apparel industry - but lululemon and Nike are seeing increased demand.

Thomas Paulson
Oct 6, 2023

The Larchmont Effect: A Rising Star in La-La Land

While LA is known for its Rodeo Drive and Golden Triangle, another outdoor shopping center has been setting the bar high. We explore the foot traffic for Larchmont Village to see what makes this area so exciting.

Caroline Wu
Oct 6, 2023

Autos: Sales Improve, Tesla Stalls, but the Outlook for Auto Part Retail is Still Great

New auto sales were up on a month-over-month basis, as were used cars as well. We explore some of the visitation data for major auto retailers.

Thomas Paulson
Oct 6, 2023

Holiday Shopping Seasonality: Clear Changes in Consumers Post-Pandemic Behavior

Using Target as a proxy for the industry, we revisit visitation trends ahead of this year's holiday season. Spending may appear soft until crunch time with momentum improving from there.

Thomas Paulson
Sep 29, 2023

Luxury Versus Department Stores: Assessing the Impact of Prestige and Aspirational Shoppers

Continuing our discussion of luxury brands expanding their U.S. footprints and luxury consumption by U.S. consumers in Europe, we compare luxury retail foot traffic in 2019 to the last twelve months.

Thomas Paulson
Sep 29, 2023

Fine Dining Restaurants: Is 6:00 PM Really the New 8:00 PM?

There is no doubt that consumer behavior regarding restaurants has evolved the past few years. Across the board, fine dining patrons are dining earlier and coming in less frequently after 8:00 PM.

R.J. Hottovy
Sep 29, 2023

Healthcare Centers: Popping Up in Non-Traditional Venues

We dive into merchandising diversification for shopping centers and entertainment districts. One such example is Patriot Place in Foxborough, MA with its grocery and retail tenants.

Caroline Wu
Sep 29, 2023

Apple: Slow Start for the iPhone 15?

Apple launched a new slate of product upgrades generally received as favorable but lacking novelty and disruptive features. Visit data reveals that the launches have failed to motivate the consumer.

Thomas Paulson
Sep 29, 2023

Theme Parks: Pre-Halloween Celebrations Portend Well for Halloween Night

According to one survey, Americans are expected to spend $12.2B on Halloween celebrations this year. Holiday theme park visitors are staying late and are indeed in a celebratory mood.

Thomas Paulson
Sep 29, 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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