Thanks for Visiting

Impressed with what you’ve seen here?
Sign up free! And get the full story.

Success

Go Back
Oops! Something went wrong while submitting the form.

The Anchor

Industry Intelligence for CRE and Retail

Browse The Anchor

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Baby Retail: Kohl’s Betting Big on Babies

After massive disruption in the Baby retail category due to the closure of Bed Bath & Beyond and its buybuy Baby chain last summer, Kohl's and Babies"R"Us look to capitalize on oriented shoppers.

Elizabeth Lafontaine
May 10, 2024

April Retail Sales Preview: Softer but “OK” in General

Foot traffic data shows that April is expected to be another good reported month in general for retail sales, but lighter than March, which benefited from the timing of Easter.

Thomas Paulson
May 10, 2024

Grocery Roundup: All Good Things Come to Pass, A More Difficult Road Ahead After an Ebullient 2020-2023

We dive into the latest location data for multiple grocery chains to uncover how the industry is faring in the face of macro trends including share-of-stomach gains from out-of-home food retail.

Thomas Paulson
May 10, 2024

Equinox: What Price Would You Pay for Increased Longevity?

Equinox hit the news this week as they rolled out a new $40,000 per year longevity membership called “Optimize by Equinox.” This program promises to provide a personalized health plan of action that includes personal training, nutrition, sleep coaching, and massage therapy.

Caroline Wu
May 10, 2024

Back to Basics: Simon Announces Timing was Right for its Successful Exit from Authentic Brands Group

Simon exits the retail space after forming the Sparc Group LLC with Authentic Brands Group in 2020, which many observers believe was aimed at helping retailers weather the storm of the pandemic.

Caroline Wu
May 10, 2024

Peak "Fun" Update: Still Last Year’s Story

‍Disney Park’s results for Q1 2024 attendance were flattish in Florida and higher in California; ticket and room rates were higher at both, although these were partially offset by lower per-cap spending and hotel stays.

Thomas Paulson
May 10, 2024

McDonald’s and the Evolving State of Food Retail

How have menu price increases the past several years forced consumers into alternative food retail channels? We dive into the data for restaurant chains and other food categories.

R.J. Hottovy
May 3, 2024

"Fun" Versus "Stuff": Peak Fun was Last Year for Most, but Affluent Consumers Continue Unabated

We believe that 2024 will see spending on goods and services balance out. To provide an affirmation that macro view, we looked at a number of earnings reports from “fun-providers.”

Thomas Paulson
May 3, 2024

Chipotle: Staffing Matters

Chipotle’s Q1 2024 update featured a number of positives, including visitation trends that outperformed the broader restaurant category and strong contribution from new store openings.

R.J. Hottovy
May 3, 2024

Schedule a Call

Required
Please enter your email
Required
Required

Thanks for reaching out!

I’ll be in touch soon

Go Back
Oops! Something went wrong while submitting the form.

Elizabeth Lafontaine

RJ Hottovy, Thomas Paulson, Caroline Wu, Elizabeth Lafontaine

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.

Get a Demo

Required
Please enter your email
Required
Required

Thanks for reaching out!

I’ll be in touch soon

Go Back
Oops! Something went wrong while submitting the form.