Thanks for Visiting

Impressed with what you’ve seen here?
Sign up free! And get the full story.

Success

Go Back
Oops! Something went wrong while submitting the form.

The Anchor

Placer.ai's Executive Industry Intelligence Report

Browse The Anchor

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Airport Travel: Hotter than Ever

This summer we are seeing reports that international outbound travel for Americans is the hot ticket, particularly for Europe. Looking retrospectively, current summer travel is close to the 2019 peak.

Caroline Wu
Aug 11, 2023

Taylor Swift’s Concert Tour: How do the Swifties Compare?

As Taylor Swift's North American leg of The Eras Tour wraps up, we examined visitation and trade area trends for each of the tour’s stops to better understand the difference between concert attendees.

Thomas Paulson
Aug 11, 2023

Disney: Still a Magical Kingdom

This week brought Q2 2023 results from Disney and Six Flags. Disney's park visits increased by +1%, outperforming other theme parks and gaining momentum heading into early Q3.

Thomas Paulson
Aug 11, 2023

Apple: Covid Hangover and Major League Soccer’s Big Opportunity

As previewed, Apple’s Q2 2023 hardware sales were soft given the unprecedented pull-forward of consumer electronics demand during the pandemic which also created a strong base level.

Thomas Paulson
Aug 11, 2023

Drugstores & Pharmacies: Is the Primary Healthcare Retail Strategy Working?

It’s been awhile since we last looked at the drugstore and pharmacy retail category and how the category is doing as it deals with a number of concurrent trends, including the inflationary headwinds.

R.J. Hottovy
Aug 4, 2023

Sprouts Farmers Market: Keeping Instacart and DoorDash Busy

Sprouts' Q2 2023 comparable-store sales increased and 6 new stores were opened. Comps were driven by average basket size and e-commerce comparable transactions.

Thomas Paulson
Aug 4, 2023

Athletic & Lifestyle Brand Round-Up: More Uphill to Go

We reviewed the most relevant takeaways from the Q2 2023 updates from several of the leading athletic & lifestyle apparel and footwear brands: Deckers, Adidas, VF Corporation, and Columbia Sportswear.

Thomas Paulson
Aug 4, 2023

Box Office: The Barbenheimer Phenomenon Persists

Week two of the cultural phenomenon "Barbenheimer" continued to produce upside. Barbie’s and Oppenheimer’s second weekend was down only -43% week-over-week (compared to a typical -50%).

Thomas Paulson
Aug 4, 2023

Entertainment & Travel: Where (and Where Not) Consumers Are Having Fun

Reports from the leisure and entertainment industry indicate that consumer spending on leisure travel and experiences continues on a strong pace with consumer wallet share still moving from goods to experiences.

Thomas Paulson
Aug 4, 2023

Schedule a Call

Required
Please enter your email
Required
Required

Thanks for reaching out!

I’ll be in touch soon

Go Back
Oops! Something went wrong while submitting the form.

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.

Get a Demo

Required
Please enter your email
Required
Required

Thanks for reaching out!

I’ll be in touch soon

Go Back
Oops! Something went wrong while submitting the form.