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The Anchor

Placer.ai's Executive Industry Intelligence Report

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

Nationwide, return-to-office is up +5% YoY as of March 2023. However, to provide some context to how office visits fared pre-pandemic, we looked at four years prior.

Caroline Wu
Apr 21, 2023

Thrift Stores: In Style, When Food Inflation Is Hot

We take a closer look at the thrift store category and find that, similar to other discount apparel retailers, “value” is in “style” as consumers stretch their dollars in the face of high food inflation.

Thomas Paulson
Apr 14, 2023

Luxury Retail: Hourglass Consumption Effect Still Evident

LVMH’s Q1 2023 results revealed that the U.S. luxury consumer is still traveling abroad and the foreign luxury tourist has yet to arrive. Management also reported a slowdown for Fashion & Leather and Jewelry.

Thomas Paulson
Apr 14, 2023

Specialty Coffee: Post-Pandemic Changes Make the Category More Recession Resistant

Historically, consumers pull back on visits to coffee chains during tough economic times. How does coffee chain visitation compare to the rest of the restaurant industry?

R.J. Hottovy
Apr 14, 2023

Mall Performance by Region: How Does YoY Foot Traffic Compare?

We take a look at the location analytics for the top-performing malls in the Bay Area, Southern California, Seattle and Dallas. Plus, the prevailing trends that are driving foot traffic.

Caroline Wu
Apr 14, 2023

Box Office Heating Up: "Koopa de Foudre" as Audiences Fall in Love with Mario

We take a look at quarterly movie theater visitation metrics in light of the latest blockbuster openings. Content from the biggest studios ramps up to drive exhibitor traffic.

Thomas Paulson
Apr 14, 2023

Walmart’s Investment Community Meeting: Previewing the Next Chapter of Retail

At Walmart's 2023 Investment Community Meeting the prevailing message was that the foundation and investments are in place to capture market share and expand margins.

Thomas Paulson
Apr 7, 2023

Costco: Too Early to Blame Slowdown on Silicon Valley Bank

Costco's softer-than-expected March sales may be partly explained by multiple years of big gains. Can Sam's Club drive market share gains in Costco's biggest market?

Thomas Paulson
Apr 7, 2023

L'Oreal: Aesop Deal Underscores the Importance of Customer Diversity

L’Oreal’s agreement to buy Australian luxury cosmetics brand and retailer Aesop for $2.5B is the latest development in what has been one of the more active categories in the consumer sector.

R.J. Hottovy
Apr 7, 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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