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The Anchor

Industry Intelligence for CRE and Retail

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Altar’d State: Additional Markets on the Horizon

This year we will be highlighting retailers that are expanding and that produce very strong unit economics and traffic. This week’s name is Altar’d State which is expanding at roughly 20 new locations per year.

Thomas Paulson
Jan 20, 2023

Happy Lunar New Year: Asian Brands to Keep an Eye on for CRE

On Jan. 22, more than a billion people globally celebrated the Lunar New Year. In honor of the occasion, we've taken a look at how Asian brands are impacting CRE in the U.S. this week.

Caroline Wu
Jan 20, 2023

Restaurant Outlook: Relief Coming in 2H23?

On the whole, the restaurant chains presenting at this week’s ICR Conference were fairly optimistic about 2023 plans but also acknowledged that inflation is still an unknown heading into the year.

RJ Hottovy
Jan 13, 2023

Return to Office Holds Potential for Apparel

Workers returning to the office, on a general basis, has the opportunity to fuel wardrobe upgrades, career wear, and visitation to stores in regions where offices are abundant.

Thomas Paulson
Jan 13, 2023

Aerie: Showing Strength as Lingerie Wars Heat Up

For decades, Victoria’s Secret was the undisputed queen in the lingerie category. However, newer brick-and-mortar entrants such as Aerie have begun to carve into Victoria's Secret's market share.

Caroline Wu
Jan 13, 2023

Boot Barn: All I want for Christmas…is to Be a Cowboy

We looked at three Boot Barn locations varying from California to Texas to North Dakota, and it proved customers can’t get enough Western Wear, especially as a Christmas gift under the tree.

Caroline Wu
Jan 13, 2023

Albertsons: Still Hitting Home Runs Despite Pending Merger

Albertsons' comparable-store sales increased +7.9% for the November-end quarter and loyalty members increased an impressive +16% YoY. Jewel-Osco was the outperforming brand in the portfolio.

Thomas Paulson
Jan 13, 2023

Tesla: Elon Musk Effect on Showroom Visits

With Tesla CEO Elon Musk in the news almost daily since his takeover of Twitter, does the Musk mystique begin to wear thin and have an effect on Tesla showroom visits?

Caroline Wu
Jan 13, 2023

Holiday 2022: Santa Came Very Late, But Made It by Christmas

Holiday sales were strong in the two weeks leading up to Christmas despite adverse weather. We expect sales to be better than the foot traffic data as conversion rate and average ticket should be up.

Thomas Paulson
Jan 6, 2023

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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 nearly 20 years as an equity analyst and strategist for Morningstar, William Blair & Co., and Deutsche Bank...

R.J. Hottovy, CFA has covered the restaurant, retail, and e-commerce sectors for nearly 20 years as an equity analyst and strategist for Morningstar, William Blair & Co., and Deutsche Bank.

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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...

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.

Read more

RJ Hottovy

Head of Analytical Research, Placer.ai

R.J. Hottovy, CFA has covered the restaurant, retail, and e-commerce sectors for nearly 20 years as an equity analyst and strategist for Morningstar, William Blair & Co., and Deutsche Bank.

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.

Caroline Wu

Director of Research, Placer.ai

Caroline is an experienced insights and intelligence professional who combines brand and business strategy to achieve market leadership. Specializing in retail, CRE, entertainment, media, CPG, and tourism, she takes a multi-disciplinary approach to synthesize broad datasets into actionable recommendations for growth.

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