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The Anchor

Placer.ai's Executive Industry Intelligence Report

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Tapestry: Volume Two

Following last week’s announced acquisition of Capri, Tapestry reported Q2 2023 results that were slightly lower than plan due to Kate Spade and a deeper decline in wholesale.

Thomas Paulson
Aug 18, 2023

T-Mobile: Lighting Up Pennsylvania, Footprint Expansion Next

For Q2 2023, T-Mobile added +760K postpaid phone subscribers, 40% of the industry’s total, and added +509K home broadband subscribers – 60% of the industry’s total.

Thomas Paulson
Aug 18, 2023

Prescription Eyewear: Clearer Vision Ahead & Better Hearing?

Amidst LensCrafters, America’s Best Contacts & Eyeglasses, and Warby Parker's Q2 2023 reporting of top-line growth expansion into the hearing aid solutions market comes into focus.

Thomas Paulson
Aug 18, 2023

College Football: Stadium Visit Trends Add Context to Recent Conference Realignment Moves

In light of various schools' movement between athletic conferences, we thought we'd take a look at how stadium traffic compared for the erstwhile Pac-12 and Big Ten stadiums.

Caroline Wu
Aug 18, 2023

Beyonce Concert Tour: Queen Bey Looks Out for Her Beyhive

With over 70,000 attendees at Beyonce's concert on Aug 6, many were worried about how to get home after the metro normally closes at midnight, but no fear, Beyonce to the rescue.

Caroline Wu
Aug 18, 2023

Department Stores and Apparel Brands: Did a Choppy Environment Lead Capri to Sell?

We look at how department stores like Dillard's performed in Q2 2023, and examine how inflation and an increasingly value-oriented consumer are affecting visits to stores like Ralph Lauren.

Thomas Paulson
Aug 11, 2023

Thrift Stores: Does the Restart of Student Loan Payments Fuel Resale's Momentum?

Q2 2023 shoppers continue to choose thrift stores, with brands like Savers Value Village, Winmark, and ThredUP seeing increased foot traffic nationwide.

Thomas Paulson
Aug 11, 2023

Grocery Outlet: Consumers Continue to Seek Out Disruptive Value

Grocery Outlet Bargain Market again demonstrated significant growth in comparable transactions and new households by giving disruptive value to shoppers. We look into the brand here.

Thomas Paulson
Aug 11, 2023

Box Office: Barbenheimer Has Legs, But Strikes Could Prove Deadly

The Barbenheimer sensation continues to drive visits to movie theaters - we explore what that means for cinema chains like AMC and Cinemark.

Thomas Paulson
Aug 11, 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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