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The Anchor

Placer.ai's Executive Industry Intelligence Report

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Sports and Entertainment Districts: In a Class of Their Own

In a post-pandemic world, it seems Americans just can’t get enough of concerts, the big screen, pro and college sports, and other forms of entertainment that involve large crowds.

Caroline Wu
Sep 15, 2023

Super Mario Powers-Up Universal’s Theme Parks

The introduction of Super Nintendo World in Hollywood shows how one attraction can impact an entire theme park. Further, we dissect visitation to major theme parks in California.

Thomas Paulson
Sep 15, 2023

August Retail Sales: A Moderate Downshift

After a better July and back-to-school season, retail sales slowed in the second half of August with notable step-downs in furniture & furnishings, home improvement, sporting goods, e-commerce, and restaurants.

Thomas Paulson
Sep 15, 2023

Kroger: Will C&S Divestitures Get the Deal Done?

Kroger reported soft top-line results and it expects second-half 2023 comparable-store sales to be slightly negative despite food price inflation running at a +3.6% rate as of July.

Thomas Paulson
Sep 8, 2023

Home Furnishing Retail: Housewares Up, Furniture Down?

Home furnishing has been one of the more interesting retail categories to watch over the past several months. Higher mortgage rates, slowing home sales, and inflationary headwinds all continue to impact the space.

R.J. Hottovy
Sep 8, 2023

Why Lululemon Is a Barbenheimer-Sized Phenomenon in Hollywood

Lululemon produced another set of strong financial results for Q2 2023, with sales up +20% and strong profits while the athletic footwear and apparel category works off the excesses of 2020 and 2021.

Thomas Paulson
Sep 8, 2023

Taylor Swift Returns to Save the Box Office, But It's Not Enough

In a strong testament to Taylor Swift’s tour’s popularity, the phenomenon is to debut in cinema on October 13th. Unfortunately, there are no tentpole wide releases set to open during September.

Thomas Paulson
Sep 8, 2023

Messi Mania hits Miami and LA

Lionel Messi’s debut with Inter Miami on Jul. 21 kicked off a string of higher attendance at DRV PNK Stadium as people turned out in droves to see their Argentinean idol, electrifying American soccer.

Caroline Wu
Sep 8, 2023

Preview of August Retail Sales: A Moderate Downshift

After a better July and back-to-school season for retail sales, it appears that foot traffic slowed in the second half of August. several factors may account for the downshift.

Thomas Paulson
Sep 8, 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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