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The Anchor

Placer.ai's Executive Industry Intelligence Report

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Lifestyle Brands: More Than One-Trick Ponies

We take a look at some lifestyle brands that are gaining customer loyalty by simultaneously offering retail, dining, classes, and old-fashioned opportunities to socialize with others in person.

Caroline Wu
May 12, 2023

Box Office: 2023 Is Looking Bright, but Longer-Term Issues Still Need Resolution

AMC and Cinemark’s first quarter updates point to ongoing recovery at the box office. AMC’s attendance improved to 59% of 2019’s level and Cinemark's improved to 65% of 2019's level.

Thomas Paulson
May 12, 2023

Theme Parks: The Growing Roar of Screams and Laughter

Q1 2023 updates for Cedar Fair/Six Flags, SeaWorld, Universal Studios, and Disney demonstrated that the industry’s recovery from the pandemic was solid in Q1, despite adverse weather.

Thomas Paulson
May 12, 2023

Restaurant Roundup: Darden Doubles Down on Fine Dining, Portillo's Off to a Strong Start in Texas

We review key updates from the restaurant industry. It's clear that lower and middle-income consumers are fighting the impact of inflation while business travelers boost fine dining visits.

R.J. Hottovy
May 5, 2023

Fragrance & Beauty: Continuing to Shine

With Estée Lauder once again reporting weak business results, we decided to once again look at how the retailers that service this consumer category have fared recently.

Thomas Paulson
May 5, 2023

Sprouts: Stronger Private Brand Offering Yielding Improved Traffic Trend

On its Q1 2023 update call Sprouts CEO stated that traffic was improving and that has led to management’s growing expectations for Q2 2023 amid the high inflationary environment.

Thomas Paulson
May 5, 2023

Hispanic Grocery Chains: Celebrating Cinco de Mayo‍

Hispanic grocery stores have increased at a rapid pace across the nation. Many of these chains are performing admirably, including California-based Vallarta Supermarket.

Caroline Wu
May 5, 2023

Revenge Travel: Still in Play, But Peaking

Q1 2023 earnings reports from different segments of travel and in-person experiences indicate that the remainder of the year should see a pre-pandemic normalized rate.

Thomas Paulson
May 5, 2023

April Car Sales & More Updates on the EV Race

U.S. light vehicle sales came in stronger than expected with a seasonally adjusted annualized rate (SAAR) of about 16.2M in April, up from 14.8M level in March and representing an increase of +12% YoY.

Thomas Paulson
May 5, 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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