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The Anchor

Placer.ai's Executive Industry Intelligence Report

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Aerie: Showing Strength as Lingerie Wars Heat Up

For decades, Victoria’s Secret was the undisputed queen in the lingerie category. However, newer brick-and-mortar entrants such as Aerie have begun to carve into Victoria's Secret's market share.

Caroline Wu
Jan 13, 2023

Boot Barn: All I want for Christmas…is to Be a Cowboy

We looked at three Boot Barn locations varying from California to Texas to North Dakota, and it proved customers can’t get enough Western Wear, especially as a Christmas gift under the tree.

Caroline Wu
Jan 13, 2023

Albertsons: Still Hitting Home Runs Despite Pending Merger

Albertsons' comparable-store sales increased +7.9% for the November-end quarter and loyalty members increased an impressive +16% YoY. Jewel-Osco was the outperforming brand in the portfolio.

Thomas Paulson
Jan 13, 2023

Tesla: Elon Musk Effect on Showroom Visits

With Tesla CEO Elon Musk in the news almost daily since his takeover of Twitter, does the Musk mystique begin to wear thin and have an effect on Tesla showroom visits?

Caroline Wu
Jan 13, 2023

Holiday 2022: Santa Came Very Late, But Made It by Christmas

Holiday sales were strong in the two weeks leading up to Christmas despite adverse weather. We expect sales to be better than the foot traffic data as conversion rate and average ticket should be up.

Thomas Paulson
Jan 6, 2023

Pet Supplies Retail: Maximizing Its Physical Real Estate

2023 is shaping up to be the year of maximizing returns on physical retail store assets. We checked in on the pet retail brands looking to get more utilization out of their physical stores.

R.J. Hottovy
Jan 6, 2023

Angelenos Show Preference for Malls During the Holidays

We compared some of Los Angeles’ popular malls with shopping streets to see how shoppers behaved over the holidays. Compared to 2021, street shopping for Holiday 2022 saw an increase in December.

Caroline Wu
Jan 6, 2023

Easton Town Center: One of the Most Heavily Visited Open-Air Lifestyle Centers Over the Holidays

Surprisingly for wintery November and December months, Easton Town Center in Columbus, Ohio had more visitors than other open-air malls in California and Florida.

Caroline Wu
Jan 6, 2023

Chasing Powder: Hitting the Slopes for the Holidays

Winter weather means many are heading to the slopes for skiing and snowboarding. We analyzed visit and demographic trends for leading resorts across the country.

Caroline Wu
Jan 6, 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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