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The Anchor

Placer.ai's Executive Industry Intelligence Report

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Amazon: Prime Day a Good Event for Amazon, Non-Prime Days Also Good

Prime Day isn’t just an event for Amazon, as many other retailers activate around it. For example, Target Circle Week, Walmart+ Week, Kohl’s WOW Deals, and Macy's Black Friday in July all took place last month around Amazon's Prime Day.

Thomas Paulson
Aug 4, 2023

Box Office: What Barbenheimer Means for the Future of Movie Theatres

After a softer-then-expected ending to Q2 2023, Barbie and Oppenheimer produced $235M in box office over the opening weekend and $311M combined with all the other films playing.

Thomas Paulson
Jul 28, 2023

Albertsons: Record Loyalty Program Additions As Households Seek Out Savings

Albertsons reported in-line results for its fiscal first quarter with grocery margin up slightly, but consolidated profits and cash flow down due to lower gas prices, merger costs, and higher shrink.

Thomas Paulson
Jul 28, 2023

Auto Parts Retail: O’Reilly Pulls Ahead of the Pack

O’Reilly Automotive and Genuine Parts (NAPA Auto Parts) reported Q2 2023 results that confirmed demand for DIFM auto parts and repair services remains positive and growing despite the moderation in parts cost inflation as real demand is building. Two, the competitive pressure for commercial accounts and market share remains intense.

Thomas Paulson
Jul 28, 2023

Wireless Retail: Results Show No Let Up in the War for Your Home Office

Wireless companies reported Q2 2023 results this week and the war continues to be fierce. Wireless companies are winning with 18X the number of net new subscribers compared to the biggest cable companies.

Thomas Paulson
Jul 28, 2023

LVMH: The Aspirational Luxury Consumer Still Disengaged

LVMH’s U.S. business slowed in Q2 2023. The geographic segment had a decline in revenue versus growth in Q1 2023. The drop at LVMH was more due to base period effects as the trend was consistent with 2019.

Thomas Paulson
Jul 28, 2023

Self-Storage: More Consolidation as Public Storage Acquires Simply Self Storage

Earlier this week, Public Storage acquired Simply Self Storage from Blackstone Real Estate Income Trust for $2.2B, marking the latest deal in an industry that is quickly consolidating.

R.J. Hottovy
Jul 28, 2023

Q2 2023 Earnings Recap: A Resilient & Expanding U.S. Consumer & Economy

This past week was busy for Q2 2023 reporting or a number of companies across the consumer sector. Broadly speaking, the results were better than investor expectations.

Thomas Paulson
Jul 28, 2023

Nordstrom: Tracking the 2023 Anniversary Sale

Nordstrom’s anniversary sale is eagerly awaited by fashionistas. We expect Nordstrom traffic to continue increasing throughout the end of July and into the first week of August.

Caroline Wu
Jul 21, 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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