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The Anchor

Placer.ai's Executive Industry Intelligence Report

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Dollar Tree: Dreiling's Transformation into Expansion Mode

‍This past week, Dollar Tree's new management team presented their vision of a newly revitalized Dollar Tree and Family Dollar that are set to expand into new markets.

Thomas Paulson
Jun 23, 2023

Resale: Measuring the Impact of Physical Retail Resale Locations

With inflation continuing to shape consumer behavior around retail, Placer’s visitation trends for thrift stores reinforce the sizable opportunity that many retailers have within resale.

R.J. Hottovy
Jun 23, 2023

Jungle Jim's International Market: Essential Grocer, Dining, and Entertainment All in One

Visitation patterns for Ohio's Jungle Jim's International Market bucked grocery trends during the pandemic. And demographic analysis of visitors shows the appeal among a variety of consumer segments.

Caroline Wu
Jun 23, 2023

It's A Me Mario!: Super Nintendo World propels Visitation to Universal Studios Hollywood

Visits to Universal Studios Hollywood have steadily increased in recent months, exceeding last year's and pre-COVID levels, in part due to the opening of Super Nintendo World.

Caroline Wu
Jun 23, 2023

Retail at the Halfway Point: Using Category Trends to Identify Big Picture Themes

As we near the halfway point of 2023, we thought we’d take a step back and look at some bigger picture trends across the retail, restaurant, and commercial real estate categories.

R.J. Hottovy
Jun 16, 2023

Shopping Centers: Suburban Shopping Centers in the Lead

How are shopping centers or retail corridors with different levels of urbanicity performing given shifts in migration and new patterns of behavior deriving from remote and/or hybrid work.

Caroline Wu
Jun 16, 2023

Return to Office: Which Markets are Seeing the Biggest Bounce Back?

Nationwide, return-to-office is up +8% YoY as of May 2023. We analyzed various markets to provide some context to how office visits are faring compared to pre-pandemic.

Caroline Wu
Jun 16, 2023

GEN Korean BBQ House: IPO Filing Underpins the Importance of Experiential Dining

GEN Restaurant Group, the parent company of the GEN Korean BBQ House casual dining concept, became the latest restaurant company to file registration statements for an IPO last week.

R.J. Hottovy
Jun 9, 2023

Big Lots and Ollie's: Not the Same, Business Differences Result in Different Outlooks

Ollie’s Bargain Outlet and Big Lots are often viewed as peers, but they have different business models. Ollie’s is more like a membership model with a loyal customer base, less reliance on big-ticket hard goods than Big Lots, and a far smaller geographic footprint.

Thomas Paulson
Jun 9, 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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