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The Anchor

Placer.ai's Executive Industry Intelligence Report

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The RealReal: Aiming for Luxury Resale Growth Ahead

Opportunity for luxury retail exists in luxury resale, which is often seen as the gateway to customers purchasing full price as they trade up or become more familiar with a brand.

Caroline Wu
Jan 27, 2023

Airport Travel: Normalization after Summer Peak

All of the top 5 busiest airports in the US saw increased travel in Sept 2022 compared to the previous year, with the past six months being particularly promising for LAX.

Caroline Wu
Jan 27, 2023

Universal Parks: Building More Thrills and Shrills, Dallas and Vegas Next

Overall visits to Universal Parks by domestic guests were down about 5% for Q4 2022 compared to Q4 2021. Universal's California parks produced a robust YoY increase, while Florida posted a decline.

Thomas Paulson
Jan 27, 2023

Tesla and the ICE/EV Transition: Musk Takes the Gloves Off

Tesla reported better-than-feared Q4 2022 results this week. However, the "new" news was CEO Elon Musk reporting that reaching 2M units in production and sales was an achievable stretch goal for 2023.

Thomas Paulson
Jan 27, 2023

In-N-Out Burger: What to Expect as the Brand Moves East

In-N-Out Burger’s announcement that it plans to open stores in Tennessee by 2026 as well as an Eastern U.S. territory office could have major implications across the QSR and CRE categories.

R.J. Hottovy
Jan 20, 2023

Altar’d State: Additional Markets on the Horizon

This year we will be highlighting retailers that are expanding and that produce very strong unit economics and traffic. This week’s name is Altar’d State which is expanding at roughly 20 new locations per year.

Thomas Paulson
Jan 20, 2023

Happy Lunar New Year: Asian Brands to Keep an Eye on for CRE

On Jan. 22, more than a billion people globally celebrated the Lunar New Year. In honor of the occasion, we've taken a look at how Asian brands are impacting CRE in the U.S. this week.

Caroline Wu
Jan 20, 2023

Restaurant Outlook: Relief Coming in 2H23?

On the whole, the restaurant chains presenting at this week’s ICR Conference were fairly optimistic about 2023 plans but also acknowledged that inflation is still an unknown heading into the year.

R.J. Hottovy
Jan 13, 2023

Return to Office Holds Potential for Apparel

Workers returning to the office, on a general basis, has the opportunity to fuel wardrobe upgrades, career wear, and visitation to stores in regions where offices are abundant.

Thomas Paulson
Jan 13, 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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