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The Anchor

Placer.ai's Executive Industry Intelligence Report

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Auto Sales: 2022 Updates and Revisiting Our Mid-Central Electric Valley Theme

Over the past few weeks, we have had some time to revisit the ongoing shift from internal combustion engine vehicles (ICE) to electric vehicles (EV) as well as the implications for commercial real estate.

Thomas Paulson
Jan 6, 2023

The Wireless Wars Come to Your Home Office

The major wireless players continue to expand their fiber footprint in the battle to reach the most households. Many new retail locations are to be expected in the near future.

Thomas Paulson
Jan 6, 2023

JOANN Fabrics: Lots of Mending to Do

The crafting industry's post-pandemic hangover continues as traffic to JOANN remains down. JOANN continues to lag behind its hobby peers Michaels and Hobby Lobby.

Thomas Paulson
Dec 16, 2022

Consumer Electronics: Best Buy's Blueprint to Navigate Structural Changes

For the past 30 years consumer electronics product was prominently featured at the top of the must-have items for the holidays. Yet, that doesn’t seem to be the case in 2022.

R.J. Hottovy
Dec 16, 2022

The Tik Tok Effect: How Popular Social Media Brands Translate to IRL Traffic

With so many Gen Z-ers taking to physical stores this holiday season, we took a look at visitation trends for some of the top brands trending on TikTok to see how they’ve fared this year

Caroline Wu
Dec 16, 2022

Let's Get Physical! Fitness Chains in Better Shape to Withstand Economic Volatility

With questions rising about the health of the U.S. consumer in the final weeks of 2022, we revisited our previous analysis of the fitness industry which has so far seen 2022 visits outpace last year.

R.J. Hottovy
Dec 9, 2022

Agile Lululemon Navigates Building Industry Headwinds, VF Corp and The North Face, Not So

Lululemon reported increasing YoY store traffic and average unit retail (AUR). E-commerce increased 34%, making lululemon one of the rare large brands that continues to produce significant e-commerce growth.

Thomas Paulson
Dec 9, 2022

AutoZone on Cruise Control, Whereas Advanced Auto in the Body Shop

AutoZone produced another strong and consistent quarter despite the industrywide headwind of slower discretionary sales and inflationary cost pressures, capturing market share from Advanced Auto.

Thomas Paulson
Dec 9, 2022

Big Lots and Ollie: Why the Liquidators are Down

Big Lots and Ollie’s both produced another weak quarter. Difficult comparisons and the pull-back of discretionary spending by lower-income consumers are two common headwinds.

Thomas Paulson
Dec 9, 2022

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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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