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The Anchor

Industry Intelligence for CRE and Retail

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Inflation: CPI Not Cool Enough for the Markets, Not Clear Enough for the Fed

The March Consumer Price Index (CPI) Summary spooked the markets this week after two weeks of Fed speakers jawboning that the markets were ahead of the Fed on interest rate cuts in 2024.

Thomas Paulson
Apr 12, 2024

Retail: Where Do We Stand After Q1 2024

March retail sales are expected to be better sequentially, with the drivers including consumer willingness to spend, easing comparisons, more favorable weather, and tax returns, among other factors.

Thomas Paulson
Apr 5, 2024

Market Spotlight: Downtown DC Breathes a Sigh of Relief as Washington Wizards and Capitals Stay Put

After talk of relocating the teams, location data shows that Wizards’ and Capitals’ seasons, along with concerts, drove the largest visit spikes to Capital One Arena in Washington, DC .

Caroline Wu
Apr 5, 2024

Autos: Tesla’s Challenging Pop Star Moment

Tesla is a pop star, having the electric vehicle (EV) stage largely to itself. However, 2023 was the year that legacy brands and new companies introduced a large number of new models.

Thomas Paulson
Apr 5, 2024

Where is Secondhand Apparel Growing?

Last year, we explored the shift to thrift stores during a time when food inflation was elevated. But there were some disruptors to the theory, including Temu and traditional retail's holiday strength.

Thomas Paulson
Apr 5, 2024

Brandy Melville: How This Youth-Oriented Brand Uses Exclusivity to Drive Desirability

Brandy Melville, an Italian-founded brand that embodies California cool, has courted controversy over the years. We dive into the foot traffic and demographic characteristics of its audience.

Caroline Wu
Apr 5, 2024

Aldi: How Big Can They Become?

By the end of 2028, Aldi plans to invest $9B to open another 400 new locations, bringing its store count to 3,200. The new stores will expand its presence in the Northeast, Midwest, Southern California and Phoenix.

Thomas Paulson
Mar 29, 2024

LVMH & The Miami Design District

We dive into the latest foot traffic data and audience segmentation for the Miami Design District which has been a consistent hotspot for luxury brands over the years.

Thomas Paulson
Mar 29, 2024

The Sweet Smell of Success: How CPG Brands are Bringing Their Brands to Life with Experiential Stores

Brands like M&Ms, Hershey’s, and Jelly Belly are redefining what it means to be as happy as a “kid in a candy store.” Manufacturers are literally bringing their brands to life.

Caroline Wu
Mar 29, 2024

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Elizabeth Lafontaine

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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