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The Anchor

Placer.ai's Executive Industry Intelligence Report

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Black Friday 2022: Better-Than-Feared, Tone Set for an In-Line Holiday 2022

Reports this week suggested a continuation of the trends that were indicated over the last several weeks when retailers reported their fiscal 3Q22 results.

Caroline Wu
Dec 2, 2022

Dollar Stores: Soft 3Q22 Earnings, but Finding Ways to Connect with Consumers

2022 has been a dynamic year for the dollar store industry due to the high rate of inflation and the lapping of last year’s stimulus. The one brand that has seen its sales momentum accelerate is Family Dollar.

Thomas Paulson
Dec 2, 2022

Kroger: Making it Look Fresh & Easy

Kroger produced another solid quarterly result with a consistent three-year comparable-store sales CAGR, in-line with Albertsons' CAGR but behind Walmart and Publix.

Thomas Paulson
Dec 2, 2022

Nordstrom: Growth in Physical Stores Offsetting Some of the Decline in E-Commerce

Nordstrom full-line stores' sales increased +8% in the physical store segment. this puts sales per square foot for the physical stores at $394, +22% above the $324 level experienced in 3Q19.

Thomas Paulson
Dec 2, 2022

Burlington and Nordstrom Rack: We’re Seeing an Improved Outlook, but 2023 to be the Test

Both Nordstrom Rack and Burlington have had a challenged year as they failed to flow the right brands, in the right categories, at the right value onto their shelves.

Thomas Paulson
Dec 2, 2022

Allbirds: Serious Issues Roost Here

Allbirds' weak 3Q22 results and 4Q22 guidance will only work to further agitate anxieties about the brand's business model and its expansion plans.

Thomas Paulson
Dec 2, 2022

Warby Parker and National Vision: Category's High Profitability to Hold Them Over Until 2023

Warby Parker is struggling to return store sales volumes above 2019 levels and improve customer acquisition growth. Some of this due to the industry having to move beyond the pull-forward of demand into 2021

Thomas Paulson
Dec 2, 2022

Sports & Entertainment: Are You Ready for Some Football? Experiential Marketing Shows Promise in the Face of Digital Advertising Uncertainty

Some of the biggest global advertising agencies are taking a pause on digital advertising. What may be doom and gloom for digital advertising might be beneficial to live events and experiential marketing.

Thomas Paulson
Dec 2, 2022

Box Office: 4Q22 Will be the Test for AMC to Narrow its Gap with Cinemark

As anticipated, Black Panther: Wakanda Forever came in with a roaring $180M opening weekend, only just behind Doctor Strange in the Multiverse of Madness’ $187M and producing the 13th biggest opening of all time.

Thomas Paulson
Nov 18, 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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