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The Anchor

Placer.ai's Executive Industry Intelligence Report

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Box Office Update: Medium-Term Outlook Continues to Brighten

Major media companies and movie studios are pivoting their priorities from solely streaming to giving more consideration to the theatrical window and the exhibition industry.

Thomas Paulson
Mar 3, 2023

Walmart’s 2023: Helping People Save Money and Live a Better Life

As inflation for groceries has remained higher and for longer than management expected, the double-digit rate is depressing sales of Walmart’s discretionary merchandise, which carry higher margins.

Thomas Paulson
Feb 24, 2023

Home Depot: Moderation Demand in 2023 Amid Consumer Price Sensitivity, but Long-Term Demand Story Intact

On its Q4 2022 update The Home Depot called for a “year of moderation in demand for home improvement”, citing an increase in price sensitivity and the ongoing shift away from goods to services.

R.J. Hottovy
Feb 24, 2023

Public Storage: Self-Storage Demand Resilient

The last few years have driven increased demand in self-storage as more people worked from home and migrated to other parts of the country and businesses reassessed their real estate needs.

Caroline Wu
Feb 24, 2023

Fore!: Things Looking up for Top Golf Courses

Golf was one of the sports that saw a resurgence during Covid-19 as people sought out amply spaced outdoor activities. And golf course foot traffic has remained relatively resilient.

Caroline Wu
Feb 24, 2023

L'Oreal: 2023 Outlook and Retailer Implications

L'Oréal reported an exquisite Q4 2022 and its outlook for 2023 implies ongoing outsized growth for the beauty category and its retail partners. Beauty, especially prestige beauty, is one of the most durable growth categories of consumer spending.

Thomas Paulson
Feb 17, 2023

Restaurant Roundup: Looking for 2023's Narrative

2023 is shaping up to be the year where restaurants and retailers look to take the learnings from the past several years and maximize returns on their physical store assets.

R.J. Hottovy
Feb 17, 2023

Love is in the Air: Jewelry, Chocolates, and Bath and Body Products for Valentine's Day

With Valentine’s Day this past week, sweets, flowers, cards, and jewelry purchases immediately come to mind. And indeed these categories saw a spike in foot traffic around the holiday.

Caroline Wu
Feb 17, 2023

Expedia and Bookings Holding Q4 2022: Revenge Travel to Persist Through 1H23

The results from Airbnb and Expedia demonstrate that the 1H 2023 is going to be a bountiful period for travel and tourism. Both companies stated that demand, in the form of bookings, remains high.

Thomas Paulson
Feb 17, 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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