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The Anchor

Placer.ai's Executive Industry Intelligence Report

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Luxury: Continuing to Wobble

This week, Richemont (owner of Cartier, Van Cleef, Jaeger-LeCoultre, and other brands) announced weaker-than-anticipated sales in the U.S., evidence to the difficult environment for many high-end retailers.

Thomas Paulson
Jul 21, 2023

Dollar and Grocery Stores: Lessons from Chain Demographics in the Texas Market

This week Placer.ai rolled out Chain Demographics, a new report found in the Chains section of the platform. We take a look at Dollar General's audience to assess typical visitor personas.

Thomas Paulson
Jul 21, 2023

Chipotle: Smaller Market Growth Strategy Hitting the Incumbents

We take another look at Chipotle's small market strategy looking at visitation data in smaller markets to support Chipotle’s claims that it can ultimately expand to 7,000 locations in the U.S.

R.J. Hottovy
Jul 21, 2023

7-Eleven: Don't Underestimate the Draw of Free

Once a year, 7-Eleven celebrates free Slurpee day with a tremendous foot traffic response. But even before Slurpee day, visits to 7-11 have been strong in H1 2023.

Caroline Wu
Jul 21, 2023

Megamalls: All-Day Experiences, Entertainment, and Dining

Malls in the U.S. begin to participate in a survival of the fittest race, increasing turns towards reshaping as lifestyle/destination centers, with many proposing a mixed-use experience:

Caroline Wu
Jul 21, 2023

Tourism & Travel: Sorting Through the Media Noise on Florida Tourism This Summer

Recently, there have been many news reports about tourism shortfalls across Florida, including Disney World and Universal Studios Orlando. Inflation and high prices are only part of the story.

Thomas Paulson
Jul 21, 2023

Grocery: More Consumers Cherry Picking for Value Despite a Flattening in Food-at-Home Inflation

In light of one of our more important narratives this year – food inflation – and this week’s stable CPI, we took a fresh look at how grocery traffic has trended this past quarter.

Thomas Paulson
Jul 14, 2023

Casual Dining: Visits by Cuisine Type Underscore the Significance of Value, Experience, and Migration

Fine dining visits have started to trail casual dining after outperformance in 2022. We break down which concepts are finding success and the occasion-based trends in the casual dining space.

R.J. Hottovy
Jul 14, 2023

Ashley: Event Strategy Helping to Engage Customers

Ashley operates in one of the more difficult consumer discretionary categories. Recent strategy shifts aim to differentiate itself from competitors through experiential events.

Thomas Paulson
Jul 14, 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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