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The Anchor

Placer.ai's Executive Industry Intelligence Report

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Target/Walmart: It’s Complicated

Walmart continues to grow market share through price, convenience, and assortment, while Target faces intensified competition and struggles with profitability, basket size, and customer retention amidst shifting consumer behavior and cross-shopping trends.

Thomas Paulson
Nov 22, 2024

What Does Walmart’s Results Mean for Other Discretionary Retailers?

Walmart’s discretionary category success highlights its growing market share and competitive edge this holiday season.

R.J. Hottovy
Nov 22, 2024

Lowe’s vs. Home Depot: DIY Enthusiasts vs. The Foreman

Lowe's leverages smaller market strength, DIY focus, and loyalty program insights for competitive growth.

Thomas Paulson
Nov 22, 2024

"Must-Have" Tenants for 2025: Top Brands to Elevate Your Outdoor Shopping Center

Hybrid work boosts local centers with fitness, errands, self-care, home updates, and dining.

Caroline Wu
Nov 22, 2024

Gifting, Paper and Books: Consumers Crave More in One Place

Expanding assortments and emphasizing convenience drive success in gifting, book, and paper retail.

Elizabeth Lafontaine
Nov 15, 2024

Auto Parts Retail: In Low Gear and A Grind

Advance Auto Parts is closing stores amid intensified competition and more industry consolidation ahead.

Thomas Paulson
Nov 15, 2024

Home Depot: Strengthening Its Focus on Pro Customers

Home Depot’s Pro segment grows despite declining DIY sales, cautious consumers, and competitive industry dynamics.

Thomas Paulson
Nov 15, 2024

RFDC Takeaways: Lessons from CAVA and Other Restaurant Visit Share Winners

RFDC revealed optimism for 2025, highlighting operational improvements, value wars, and standout chains' successes.

R.J. Hottovy
Nov 15, 2024

Suiting Up in Boston: Newbury Street Suitsupply Store Showing Signs of Strength

Suitsupply’s Boston location thrives with tailored experiences, student-driven demand, and engaging visual merchandising.

Caroline Wu
Nov 15, 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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