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The Anchor

Placer.ai's Executive Industry Intelligence Report

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4th of July Traffic: The Consumer Turned Up to Celebrate

Following a soft start to Q2 2023, the consumer strengthened in June and showed up for the week of July 4th. All of the retail categories associated with celebrating improved over the holiday.

Thomas Paulson
Jul 7, 2023

The Great Outdoors: How Migration Has Driven Outperformance for Sporting Goods & Outdoor Recreation Retailers by National Parks

Following a pandemic-stricken 2020, visits to U.S. National Parks have been on the upswing the past two years and have a positive impact on sporting goods and outdoor recreation retailers.

R.J. Hottovy
Jul 7, 2023

Nike: Outpacing the Category

Nike's May-end quarter update implied continued subdued near-term consumer trends where the brand is still withholding wholesale shipments in an effort to have retail accounts sell-through higher levels of inventories.

Thomas Paulson
Jul 7, 2023

Vuori: Taking a Peak at Athleisure's Emergent Brands

The athleisure category is growing increasingly crowded and competitive. We recently took a look at some of the smaller up and coming brands such as Vuori which looks to have gained traction.

Caroline Wu
Jul 7, 2023

Savers Value Village: IPO Proceeds with A “Punchy” Valuation

SVV’s initial public offering (IPO) was well received by the market with an enterprise value exceeding $5B. Further evidence to support that “thrift is in fashion when foot inflation is hot”.

Thomas Paulson
Jul 7, 2023

At Home: A Good Business in a Tough Category

At Home is having a difficult year as it laps the unprecedented gains that came during the pandemic. That headwind is likely to last until real consumption returns to its pre-pandemic level.

Thomas Paulson
Jul 7, 2023

Box Office: Another Mission Impossible for Tom Cruise

After the summer box office season started with sizzle, the end of Q2 2023 has had a few disappointments which led to a quarterly box office total of $2.7B – well below a stretch target of $3.0B.

Thomas Paulson
Jul 7, 2023

1H 2023 Shopping Center Visit Trends by Type and Urbanicity

One of the more consistent patterns we’ve seen in the last few years has been the increased popularity of shopping outdoors, and the importance of grocery as an anchor in shopping centers.

Caroline Wu
Jul 7, 2023

Darden: Green Shoots for Casual and Fine Dining?

Taken as a whole, Darden’s quarterly update and outlook for fiscal 2024 suggest that a more value conscious consumer is likely to continue over the foreseeable future.

R.J. Hottovy
Jun 23, 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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