Thanks for Visiting

Impressed with what you’ve seen here?
Sign up free! And get the full story.

Success

Go Back
Oops! Something went wrong while submitting the form.

The Anchor

Placer.ai's Executive Industry Intelligence Report

Browse The Anchor

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Disney: What the Return of Iger Means

Bob Iger first became CEO in 2005 and his return is a chance for him to “course correct” some of Disney’s approaches and priorities, mainly the streaming and theme parks businesses.

Thomas Paulson
Feb 17, 2023

Electric Vehicles: More on Toyota Joining Battle Royale

Toyota has reconsidered its approach to the internal combustion engine and is now embracing EV, accelerating development of parts and manufacturing methods optmized for electric vehicles.

Thomas Paulson
Feb 17, 2023

CAVA: What its IPO Means for the Future of Fast Casual

With Cava and other dining chains looking towards potential initial public offerings, this marks the most activity for restaurants looking to tap the public equity markets for funding since 2H 2021.

R.J. Hottovy
Feb 10, 2023

Food Fight: Grocers Begin to Demand Lower Prices from Suppliers‍

Numerous news articles have begun to circulate about grocers looking to prevent shoppers from turning to discount stores as well as concerted effort to sharpen the value of their private brands.

Thomas Paulson
Feb 10, 2023

JD Sports: Stepping on the Gas

JD Sports hosted a “capital markets day” where they provided an update on the brand's business strategy. This includes an acceleration of store openings and conversions.

Thomas Paulson
Feb 10, 2023

Decker’s: Will HOKA Lap Nike Running?

HOKA brand sales increased +$225M YoY (or +$1B annualized) during the company's December-end quarter, and the brand has a good chance of nearing $2.8B in retail sales this year.

Thomas Paulson
Feb 10, 2023

VF Corporation: What Refocusing Looks Like

VF's divisional details show The North Face holding onto growth, while Vans continues to falter with sales down -13% in the U.S. This is a trend that is expected to continue in the near term.

Thomas Paulson
Feb 10, 2023

Under Armour: Under Armour’s New Quarterback

In December, Under Armour announced Stephanie Linnaritz as its new President, CEO, and board member effective at the end of the month. She is also a member of Home Depot's board.

Thomas Paulson
Feb 10, 2023

Capri: Less Sunny for Handbags

Weaker December-quarter results and 2023 guidance sent Capri Holdings stock price down -30%. Chairman and CEO John Idol: “Our performance in the third quarter was more challenging than anticipated."

Thomas Paulson
Feb 10, 2023

Schedule a Call

Required
Please enter your email
Required
Required

Thanks for reaching out!

I’ll be in touch soon

Go Back
Oops! Something went wrong while submitting the form.

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.

Get a Demo

Required
Please enter your email
Required
Required

Thanks for reaching out!

I’ll be in touch soon

Go Back
Oops! Something went wrong while submitting the form.