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The Anchor

Placer.ai's Executive Industry Intelligence Report

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California QSR: Trends Improve, but There’s a Catch

What drove improved QSR visitation trends in California during July and August?

R.J. Hottovy
Sep 13, 2024

Kroger: Managing a Competitive Environment

Visitation trends across Kroger's different banners indicate consumer behavior changes in Q2 2024.

Thomas Paulson
Sep 13, 2024

Reformation: Building an Apparel Destination

Using location data to understand how Reformation has set itself apart from the apparel retail category.

Elizabeth Lafontaine
Sep 13, 2024

College Football: Conference Realignment Holds Massive Potential for New Audiences, Advertisers, and Tourism

A data-driven look at a new reality in college football.

Caroline Wu
Sep 13, 2024

Summer 2024 Concert Recap: Arenas Ruled, Next Year It’s Back to Stadiums

Scarcity is helping to drive strong visitation trends at concert venues.

Thomas Paulson
Sep 13, 2024

Summer 2024 National Park Recap: A Softer Season

We break down visitation trends to U.S. National Parks in 2024.

Thomas Paulson
Sep 13, 2024

Theme Parks: Down for the Season, But Ending on a Better Note

Theme parks started Summer 2024 with softer visitation trends due to a number of factors, but saw some recovery in recent weeks.

Thomas Paulson
Sep 6, 2024

Dollar Tree: Knocked Down by K-Shaped Economy and Competition

Dollar stores continue to face headwinds from a softer economic environment and increased competition from mass merchants.

Thomas Paulson
Sep 6, 2024

Dollar General: End-of-Month Visits Show Macro Pressures Among Dollar Store Customers

Placer data continues to show slower end-of-month visit trends for dollar stores, indicating increased macroeconomic pressures.

Thomas Paulson
Sep 6, 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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