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The Anchor

Placer.ai's Executive Industry Intelligence Report

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Viva Las Vegas: Shopping Centers see a Bounce Back with the New Year

Las Vegas shopping destinations are back in full force in Q1 2023. The outlook for 2023 is trending positive as we saw an uptick in YoY shopping center foot traffic in January 2023.

Caroline Wu
Feb 10, 2023

Food Inflation’s Impact on Gas Station Visits

We dive into gas station chains and examine what they might reveal about the current state of the consumer. Similar to other retail categories, value is top of mind at the pump.

R.J. Hottovy
Feb 3, 2023

McDonald's: Loyalty Program Continues to Beat Inflation

McDonald’s Q4 2022 update this week reinforced some of the ways brands are finding to navigate the inflationary environment – its effective loyalty program and other marketing strategies.

R.J. Hottovy
Feb 3, 2023

Diageo: What Its Results Tell Us for BevAlc Retail and On-Premises Consumption

Premium-plus spirits have experienced little to no downtrading despite inflation and concerns about the economy. And industry data for spirits shows that out-of-home revenue growth was ahead of at-home growth.

Thomas Paulson
Feb 3, 2023

Shopping Centers Benchmarking: Examining Average Dwell Time Among Lifestyle Centers

With Placer.ai’s new Shopping Center Benchmark function, CRE executives are able to look at shopping centers based on their categorization and filter based on additional metrics including visitors, visits/sq ft, visit frequency, and average dwell time.

Caroline Wu
Feb 3, 2023

Black History Month: Celebrating African-American Contributions to Fashion and Food

February ushers in the beginning of Black History Month, which gives us an opportunity to look at various locations and brands in the US that celebrate the history and accomplishments of Black Americans.

Caroline Wu
Feb 3, 2023

Dollar Stores and Five Below: Value is Key, but Merchandising Matters

Early 2023 trends for non-discretionary retail categories show that macroeconomic headwinds continue to weigh on consumers. But some categories have already posted year-over-year visitation growth.

R.J. Hottovy
Jan 27, 2023

Primark: Selling Space in the U.S. to Nearly Double this Year

Primark's comparable-store sales were down modestly for its most recent quarter (Oct. 14-Jan. 7) in which it opened four new locations. Placer.ai data indicates visits per location decreased by 4%.

Thomas Paulson
Jan 27, 2023

Non-Traditional Anchors: Cheers or Jeers for Those Replacing Sears?

Sears was once the largest retailer in the U.S. and operated throughout the country. When it filed for bankruptcy in 2018 it began selling off locations, some of which have exploded with foot traffic.

Caroline Wu
Jan 27, 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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