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The Anchor

Placer.ai's Executive Industry Intelligence Report

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Vail Resorts: No Cutting Back This Year by Skiers - Hoping for Another Epic Season

Reporting strong renewals across all different levels, early demand for Vail Resort’s Epic Day Pass is a reasonable read for affluent consumers' intent to spend on outdoor activity over the next six months.

Thomas Paulson
Sep 29, 2023

AutoZone: Better Sales, Strong Profits, Accelerating Openings

Following two softer quarters, AutoZone's sales trajectory improved for its August-end quarter. While AutoZone's foot traffic has been outpaced by O'Reilly this year, the gap has narrowed.

Thomas Paulson
Sep 22, 2023

Auto Industry: Pace of Growth Slows, Dangerous Turns Ahead

The most recent headlines surrounding the auto industry touch on the United Auto Workers (UAW) strike, Ford’s recent BEV sales and production levels, and the slowe pace of new vehicle sales.

Thomas Paulson
Sep 22, 2023

Hispanic Grocery: Customizing the Merchandise Assortment to the Neighborhood

Many grocery stores are bringing specialty departments to an increasingly diverse American population. In Houston, Kroger has revamped a store to cater to a majority Hispanic population.

Caroline Wu
Sep 22, 2023

The 2023 Flea Market Bonanza

Like off-price and secondhand retail categories, flea market foot traffic is building. Reports indicate that the country's over 1,100 U.S. flea markets conduct over $30B in sales annually.

Thomas Paulson
Sep 22, 2023

Assessing the State of Restaurant Real Estate

In our recent webinar we discussed trends across the broader restaurant sector with a particular focus on the state of restaurant real estate. We’d summarize some of the key points here.

R.J. Hottovy
Sep 22, 2023

Disney’s Theme Parks: If They Build More of Them, Will People Come?

This week, Disney unveiled plans to spend $60B on new attractions and parks. Management highlighted more than 1,000 acres of land available for future development at existing parks as well as possible new parks.

Thomas Paulson
Sep 22, 2023

The Secret to Trader Joe's Success in 2023

Consumers’ emphasis on disruptive value has been one of the major topics across the grocery store category in 2023. Trader Joe's remains one of the most disruptive player sin the space.

R.J. Hottovy
Sep 15, 2023

Takeaways from Goldman Sachs Global Retailing Conference

Goldman Sachs' Global Retailing Conference gives retailers an opportunity to follow-up on their Q2 2023 results, offer some color on the back-to-school season, and share expectations for the holiday season.

Thomas Paulson
Sep 15, 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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