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The Anchor

Placer.ai's Executive Industry Intelligence Report

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Self-Storage: More Industry Consolidation Ahead

As Extra Space Storage looks to become the largest US self-storage company, visitation trends for the category remain ahead of pre-pandemic levels, but have begun to moderate.

R.J. Hottovy
Apr 7, 2023

Previewing March Retail Sales -- Likely Slower Again

March Retail Sales from the Census Bureau will be reported next week, and we expect another slower month due in part to large pull-forward into January and high inflation in grocery.

Thomas Paulson
Apr 7, 2023

Corrective Eyewear Retail: Seeing a Better 2023 After Re-investing in Store Service–More Ahead

2022 was a soft year for the eyewear retail industry as there was a significant pull-forward into 2021 as the result of excess consumer liquidity stemming from the stimulus checks.

Thomas Paulson
Mar 31, 2023

Fast Fashion Roundup: A Slow Sales Pace, Save for Zara

Fast fashion brands are facing downward pressure on sales from their financially strapped younger consumer base. We dive into three brands – H&M, Zara, and Shein – for a closer look.

Thomas Paulson
Mar 31, 2023

Top Consumer Industry and Commercial Real Estate Themes for Q1 2023

We summarize the key themes that retailers, restaurants, commercial real estate executives, and investors should be aware of as we continue to look to the rest of 2023.

R.J. Hottovy
Mar 31, 2023

Update on the Liquidators: Big Lots & Ollie’s Outlooks

Placer.ai data indicates Ollie’s Army showed up during the holidays and into early 2023; in contrast, traffic was challenged for Big Lots. We take a look at the outlook for these retailers.

Thomas Paulson
Mar 24, 2023

Foot Locker's New Vision

Foot Locker's incoming CEO Mary Dillon presented her vision for Foot Locker during a Capital Markets Day (CMD) event. She hopes to restore the brand to sustained growth with stronger margins and returns.

Thomas Paulson
Mar 24, 2023

Nike: Better-Than-Expected Results for February-End Quarter

During Nike's fiscal Q3 2023 earnings report CEO John Donahoe stated, that the brand is on track to get inventory into a healthy position and deliver revenue consistent with its goals.

Thomas Paulson
Mar 24, 2023

Updates from Athletic Footwear Competition

Exploring quarterly results from footwear brands On Running, adidas, and Allbirds. While revenue was up for On Running, adidas and Allbirds face challenges as well as opportunities for growth.

Thomas Paulson
Mar 24, 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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