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The Anchor

Placer.ai's Executive Industry Intelligence Report

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Kohl's: Middle-Income Consumer Pressured and Summer Visitation Patterns Have Changed

We look at changing visitation patterns across Kohl's amid a fluid macroeconomic backdrop.

Thomas Paulson
Aug 30, 2024

Dollar General: Knocked Down by K-Shaped Economy and Competition, But Not Out

Cross-shopping data reveals much about the current state of the dollar store category.

Thomas Paulson
Aug 30, 2024

Five Below: Plans to Deliver More on Below Five

Five Below is already seeing improved visit trends following new strategic initiatives.

Thomas Paulson
Aug 30, 2024

Lululemon: More Newness Ahead

We look at lululemon's plans to compete with rivals like Alo Yoga and Vuori.

Thomas Paulson
Aug 30, 2024

Restaurants: Bifurcation Here Too

Our data indicates differing visit trends by restaurant category in August.

R.J. Hottovy
Aug 30, 2024

Crumbl Cookies: Manufactured Scarcity Keeps Visitors Engaged

We look at the visitation trends fueling Crumbl Cookie's torrid expansion.

Elizabeth Lafontaine
Aug 30, 2024

Oklahoma, OK!: The Opening of Tulsa Premium Outlets Kickstarts Excitement

Location intelligence for the latest luxury outlet mall to open in Tulsa, Oklahoma.

Caroline Wu
Aug 30, 2024

Summerween: Consumers Show an Earlier Start to the Fall Season

Halloween feels like it's starting earlier this year--what does the data say?

Elizabeth Lafontaine
Aug 23, 2024

Home Improvement Retail: A Waiting Game

We analyze the state of home improvement heading into the back half of 2024.

Thomas Paulson
Aug 23, 2024

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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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