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The Anchor

Placer.ai's Executive Industry Intelligence Report

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Gas Station and C-Stores: More Consolidation Ahead

While c-store and gas station visits were able to initially shake off the shock of gas price inflation in the first half of 2022, visitation so far in 2023 stagnated compared to other staple retail categories.

R.J. Hottovy
Apr 28, 2023

Wireless Wars: Setting Up Shop Across Rural and Suburban America

The top wireless and cable providers reported Q1 results which showed the success that T-Mobile is enjoying in rural and suburban areas, which is achieved by a new retail presence.

Thomas Paulson
Apr 28, 2023

Home Improvement Anchors: Spring Season Shows Promise

With Arbor Day on April 28, we thought we’d take a look at how home improvement is shaping up for the spring. Despite the strong start, 2023 is likely to be a year of moderation in demand.

Caroline Wu
Apr 28, 2023

Food Banks: More Signs of Pressures from High Grocery Prices, Tailwinds for Dollar Stores

As historic traffic increases to food banks is garnering attention, how does the trend fit into the overall macro dynamics of consumers searching for value in retail and specifically the discount category.

Thomas Paulson
Apr 28, 2023

Return to Office Update: Mid-Week Visits Spike, While Gyms See Changes in Consumer Behavior Amidst Hybrid Work

Last week, we looked at some macrotrends in return to office. This week, we’ll look at the impact of hybrid work on specific office buildings and working patterns as well as on gyms.

Caroline Wu
Apr 28, 2023

EV Update: Tesla Gets Mean, GM Sighs, Japan is Scrambling

There’s been a lot of news around the internal combustion engine (ICE) to electric vehicle (EV) transition, including Tesla’s charge that they are going all in on unit market share.

Thomas Paulson
Apr 28, 2023

Grocery: Value Continues its Momentum & Why Private Label's Time in the Sun has Arrived

The shift to value grocery formats is continuing in 2023 and something that conventional and small-format specialty grocers have to be concerned with as these brands win share-of-stomach.

Thomas Paulson
Apr 21, 2023

Albertsons: Loyalty Program Continues to Drive Engagement

Albertsons Companies (ACI) reported Q4 2022 results and noted investment in a frictionless omnichannel experience, differentiated store experience, and modernizing operational capabilities.

Thomas Paulson
Apr 21, 2023

Ikea: Why Invest More in Home Furnishing Retail Now?

Ikea announced its biggest-ever investment in the U.S. this past week, committing more than $2 billion into store expansion which will increase the number of US stores by a third.

R.J. Hottovy
Apr 21, 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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