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The Anchor

Placer.ai's Executive Industry Intelligence Report

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Lululemon and HOKA: Leaping Over the Category’s Air Pocket

Deckers reported very strong quarterly results for HOKA and lululemon which once again demonstrated that it is an idiosyncratic brand that is driven by product and local connection.

Thomas Paulson
Jun 9, 2023

Club Studio: LA Fitness Parent Brand Debuts New Upscale Fitness Concept

Club Studio, a new, more luxurious concept has been added to Irvine-based Fitness International’s portfolio. The new concept boasts five innovative boutique fitness studios, including Strength, Box, Ride, Hot Yoga, and Pilates classes.

Caroline Wu
Jun 9, 2023

Pop Quiz: Which Super-Regional Center Gets the Most Visits in the U.S.?

We do a deep dive into one of the most popular summer holiday destinations in the US (can you guess which?) and compare foot traffic in world-famous U.S. retail corridors.

Caroline Wu
Jun 9, 2023

May Vehicle Sales & Ford’s View

Vehicle sales continued their recovery in May, with inventory and incentives normalizing. California continues to lead the nation in adoption of zero emission vehicles with 21.1% market share.

Thomas Paulson
Jun 9, 2023

Dollar General and Five Below: With Few Dollars to Go Around, It’s A Market Share Game

Dollar General’s Q1 2023 results encapsulated the consumer dynamics currently at play: Household are forced to spend more on food-at-home given the persistent level of food inflation.

Thomas Paulson
Jun 2, 2023

Advance Auto Parts: Cracked by the Competition

Advance Auto Parts reported Q1 2023 results that fell short of its sales plan and experienced a meaningful decline in margins as they reversed tact and cut prices to stem the commercial share losses.

Thomas Paulson
Jun 2, 2023

Best Buy: Maximizing Store-Level Returns While Waiting for a Consumer Electronics Retail Rebound

Best Buy's Q1 2023 update painted an optimistic longer-term picture for the consumer electronics retail category as the replacement cycle for pandemic purchases likely to occur in 2024-2025.

R.J. Hottovy
Jun 2, 2023

STEE-RIKE: Bowling is on a Roll as Bowlero Exceeds Pre-Pandemic Visitation Trends

Bowlero’s most recent results for Q3 FY2023 (ending April 2, 2023) indicates that revenue in the 3rd quarter was a record-breaking $316 million. The company grew by $58 million, or 22% YoY.

Caroline Wu
Jun 2, 2023

Washington DC: How the Population in Our Nation's Capital has Evolved Following the Pandemic

Using one of Placer.ai's newer tools – Migration Trends – we run a market analysis on DC to take a closer look at how the population is trending, where people are coming from, and where they are moving to.

Caroline Wu
Jun 2, 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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