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The Anchor

Industry Intelligence for CRE and Retail

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Department Stores V2.0

Given our recent analyses of the nex chapters of Macy’s, Kohl’s, and Nordstrom, and the release of Placer.ai Data Version 2.0, we thought we’d review March traffic data for the department store category.

Thomas Paulson
Apr 12, 2024

99 Cents Only Stores: Bitten by Inflation and Competition

Following 99 Cents Only Stores announcement that it is going out of business, we've analyzed our data for four stores in the brand's large SoCal market to better understand why the chain has struggled.

Thomas Paulson
Apr 12, 2024

Consumer Health: What Costco's Sales and Retailer Credit Card Businesses Tell Us

Not all the news this week was good for retailers; those with credit card business may be facing eroding consumer credit, increased loss provisions, and tightening lending standards for customers.

Thomas Paulson
Apr 12, 2024

Market Spotlight: How New Mexico Highlights its Cultural and Arts Scene to Drive Business and Leisure Tourism

We dive into the data for some of New Mexico's hottest travel destinations to uncover how New Mexico's cultural and arts scene to drive business and leisure tourism.

Caroline Wu
Apr 12, 2024

Amazon: Annual CEO Letter Hints at More Convenience and Value in the Future

This week, Amazon’s CEO Andy Jassy noted a consumer that was being “considered” when purchasing and selecting deals and lower priced items that will save them money.

Thomas Paulson
Apr 12, 2024

We're All Mad for March Madness: NCAA Women's Basketball is Breaking All Sorts of Records

This year’s March Madness really lived up to its name, buoyed by the star power of Caitlin Clark, Angel Reese, Paige Bueckers, and Juju Watkins driving viewership to new heights.

Caroline Wu
Apr 12, 2024

Inflation: CPI Not Cool Enough for the Markets, Not Clear Enough for the Fed

The March Consumer Price Index (CPI) Summary spooked the markets this week after two weeks of Fed speakers jawboning that the markets were ahead of the Fed on interest rate cuts in 2024.

Thomas Paulson
Apr 12, 2024

Retail: Where Do We Stand After Q1 2024

March retail sales are expected to be better sequentially, with the drivers including consumer willingness to spend, easing comparisons, more favorable weather, and tax returns, among other factors.

Thomas Paulson
Apr 5, 2024

Market Spotlight: Downtown DC Breathes a Sigh of Relief as Washington Wizards and Capitals Stay Put

After talk of relocating the teams, location data shows that Wizards’ and Capitals’ seasons, along with concerts, drove the largest visit spikes to Capital One Arena in Washington, DC .

Caroline Wu
Apr 5, 2024

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RJ 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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