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The Anchor

Placer.ai's Executive Industry Intelligence Report

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Lower-End Off-Price Bouncing Higher

Nearly all consumers are looking for value this year – leading to strong outperformance by the off-price category – we took a look at deep value discretionary brands including T.J. Maxx and Ross Stores.

Thomas Paulson
Sep 1, 2023

Liquidators Get Bed Bath & Beyond's Business, But Competition will Be Fierce

Big Lots has faced a difficult last twelve months, including having to navigate competition and cyclical headwinds. Q2 2023 sales were better-than-feared and expenses lower-than-expected.

Thomas Paulson
Sep 1, 2023

Dollar General and Five Below: Food Inflation Continues to Whack Retail, Expect Retail to Push Back

Reflective of inflationary pressures and the more competitive environment, Dollar General once again lowered guidance while Five Below lowered expectations to account for shrink-theft.

Thomas Paulson
Sep 1, 2023

Kimco/RPT: Signs of More Retail REIT Consolidation to Come?

In commercial real estate this week, Kimco Realty revealed plans to acquire RPT Realty in a $2B all-stock deal. The transaction will extend Kimco’s lead as the largest publicly traded owner and operator of open-air, grocery-anchored shopping centers in the U.S.

R.J. Hottovy
Sep 1, 2023

Lions and Tigers and Bears, Oh My!: Aquariums and Zoos trends from A to Z

‍As the school year comes back to full swing, we take a look at some summer favorites. We explored 25 zoos and 15 aquariums across the country to look at visitation trends.

Caroline Wu
Sep 1, 2023

Restaurant Roundup: Spotlight on Q2 2023's Most Noteworthy QSR Developments

Value remains front and center for the QSR sector. Visitation trends for limited-service restaurants remain positive, and deceleration trends appear to be a result of lower-income customers trading down.

R.J. Hottovy
Aug 30, 2023

McDonald's: Where Do Whitespace Opportunities Exist?

McDonald's recently announced its plan to expand its U.S. footprint, specifically in the south and southeast - a statement that is consistent with Placer data showing that the top markets in terms of population growth are in those regions.

R.J. Hottovy
Aug 30, 2023

QSR: Taco Bell's Innovative Value, Dining's Late Night Recovery, and Subway's Buyers

QSR is shifting, from Taco Bell's innovative value to a rise in late-night dining.

R.J. Hottovy
Aug 30, 2023

Shopping Centers: How Back-to-School Impacts Different Property Types

Summer is often when Back-to-School shopping occurs as people stock up on clothing and other school necessities.

Caroline Wu
Aug 30, 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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