anchor.placer.ai Open in urlscan Pro
34.249.200.254  Public Scan

Form analysis
5 forms found in the DOM

Name: wf-form-Thanks-for-visiting-form — GET

<form id="Thanks-for-visiting-form" name="wf-form-Thanks-for-visiting-form" data-name="Thanks for visiting form" method="get" class="thanks-for-visiting-form" data-wf-page-id="63849dd9e92421693d5d647c"
  data-wf-element-id="417a5c6a-3680-7ddc-4d91-ce640c131331" aria-label="Thanks for visiting form" data-hs-cf-bound="true">
  <h2 class="mobile-text-center">Thanks for Visiting</h2>
  <div class="form-subtitle">Impressed with what you’ve seen here?<br>Sign up free! And get the full story.</div><input type="text" class="text-field contact-us w-input" maxlength="256" name="Name-2" data-name="Name 2" placeholder="Your Name"
    id="Name-2" required=""><input type="email" class="text-field contact-us w-input" maxlength="256" name="email-2" data-name="Email 2" placeholder="Email" id="email-2" required=""><input type="tel" class="text-field contact-us w-input"
    maxlength="256" name="Phone-2" data-name="Phone 2" placeholder="Phone Number" id="Phone-2" required=""><textarea id="Comments-2" name="Comments-2" maxlength="5000" data-name="Comments 2" placeholder="A few words on your project" required=""
    class="text-field contact-us text-area w-input"></textarea><input type="submit" value="Send" data-wait="Please wait..." class="button submit w-button">
</form>

---

Name: wf-form-Category-Filter — GET

<form id="Category-Filter" name="wf-form-Category-Filter" data-name="Category Filter" method="get" fs-cmsfilter-element="filters" class="flex-h-t-st reverse" data-wf-page-id="63849dd9e92421693d5d647c"
  data-wf-element-id="2116d4a9-e534-a0a5-bcf9-4b3d9c24795b" aria-label="Category Filter" data-hs-cf-bound="true">
  <div class="search"><input type="text" class="search-input w-input" fs-cmsfilter-highlight="true" maxlength="256" name="field" fs-cmsfilter-tagcategory="Search" fs-cmsfilter-field="*" data-name="Field" placeholder="ex: McDonald’s" id="field">
    <div class="search-button-external-box"><a href="#" class="search-button w-inline-block"><img loading="lazy" src="https://assets-global.website-files.com/62402f53e5c46b04485da8ae/624f4862a66fba1eb1d4315e_search-icon.svg" alt="" class="image"></a>
    </div>
  </div>
  <div class="w-dyn-list">
    <div id="category-grid" role="list" class="category-grid w-dyn-items"><label class="all-category-box category-active-state" id="all-categories" fs-cmsfilter-element="reset">All<input type="radio" style="display: none;"></label>
      <div role="listitem" class="collection-item w-dyn-item"><label id="category-box" class="category-box w-radio"><input type="radio" id="radio-1" name="radio" value="Radio" data-name="Radio"
            class="w-form-formradioinput radio-button w-radio-input"><span id="category-label" fs-cmsfilter-field="categories" fs-cmsfilter-active="category-active-state" class="radio-button-label w-form-label" for="radio">Advertising</span></label>
      </div>
      <div role="listitem" class="collection-item w-dyn-item"><label id="category-box" class="category-box w-radio"><input type="radio" id="radio-2" name="radio" value="Radio" data-name="Radio"
            class="w-form-formradioinput radio-button w-radio-input"><span id="category-label" fs-cmsfilter-field="categories" fs-cmsfilter-active="category-active-state" class="radio-button-label w-form-label" for="radio">Airports</span></label>
      </div>
      <div role="listitem" class="collection-item w-dyn-item"><label id="category-box" class="category-box w-radio"><input type="radio" id="radio-3" name="radio" value="Radio" data-name="Radio"
            class="w-form-formradioinput radio-button w-radio-input"><span id="category-label" fs-cmsfilter-field="categories" fs-cmsfilter-active="category-active-state" class="radio-button-label w-form-label" for="radio">Apparel</span></label>
      </div>
      <div role="listitem" class="collection-item w-dyn-item"><label id="category-box" class="category-box w-radio"><input type="radio" id="radio-4" name="radio" value="Radio" data-name="Radio"
            class="w-form-formradioinput radio-button w-radio-input"><span id="category-label" fs-cmsfilter-field="categories" fs-cmsfilter-active="category-active-state" class="radio-button-label w-form-label" for="radio">Automotive</span></label>
      </div>
      <div role="listitem" class="collection-item w-dyn-item"><label id="category-box" class="category-box w-radio"><input type="radio" id="radio-5" name="radio" value="Radio" data-name="Radio"
            class="w-form-formradioinput radio-button w-radio-input"><span id="category-label" fs-cmsfilter-field="categories" fs-cmsfilter-active="category-active-state" class="radio-button-label w-form-label" for="radio">Beauty</span></label></div>
      <div role="listitem" class="collection-item w-dyn-item"><label id="category-box" class="category-box w-radio"><input type="radio" id="radio-6" name="radio" value="Radio" data-name="Radio"
            class="w-form-formradioinput radio-button w-radio-input"><span id="category-label" fs-cmsfilter-field="categories" fs-cmsfilter-active="category-active-state" class="radio-button-label w-form-label" for="radio">BevAlc
            Retail</span></label></div>
      <div role="listitem" class="collection-item w-dyn-item"><label id="category-box" class="category-box w-radio"><input type="radio" id="radio-7" name="radio" value="Radio" data-name="Radio"
            class="w-form-formradioinput radio-button w-radio-input"><span id="category-label" fs-cmsfilter-field="categories" fs-cmsfilter-active="category-active-state" class="radio-button-label w-form-label" for="radio">Department
            Stores</span></label></div>
      <div role="listitem" class="collection-item w-dyn-item"><label id="category-box" class="category-box w-radio"><input type="radio" id="radio-8" name="radio" value="Radio" data-name="Radio"
            class="w-form-formradioinput radio-button w-radio-input"><span id="category-label" fs-cmsfilter-field="categories" fs-cmsfilter-active="category-active-state" class="radio-button-label w-form-label" for="radio">Dollar
            Stores</span></label></div>
      <div role="listitem" class="collection-item w-dyn-item"><label id="category-box" class="category-box w-radio"><input type="radio" id="radio-9" name="radio" value="Radio" data-name="Radio"
            class="w-form-formradioinput radio-button w-radio-input"><span id="category-label" fs-cmsfilter-field="categories" fs-cmsfilter-active="category-active-state" class="radio-button-label w-form-label" for="radio">Drug Stores</span></label>
      </div>
      <div role="listitem" class="collection-item w-dyn-item"><label id="category-box" class="category-box w-radio"><input type="radio" id="radio-10" name="radio" value="Radio" data-name="Radio"
            class="w-form-formradioinput radio-button w-radio-input"><span id="category-label" fs-cmsfilter-field="categories" fs-cmsfilter-active="category-active-state" class="radio-button-label w-form-label" for="radio">E-commerce</span></label>
      </div>
      <div role="listitem" class="collection-item w-dyn-item"><label id="category-box" class="category-box w-radio"><input type="radio" id="radio-11" name="radio" value="Radio" data-name="Radio"
            class="w-form-formradioinput radio-button w-radio-input"><span id="category-label" fs-cmsfilter-field="categories" fs-cmsfilter-active="category-active-state" class="radio-button-label w-form-label" for="radio">Electric
            Vehicles</span></label></div>
      <div role="listitem" class="collection-item w-dyn-item"><label id="category-box" class="category-box w-radio"><input type="radio" id="radio-12" name="radio" value="Radio" data-name="Radio"
            class="w-form-formradioinput radio-button w-radio-input"><span id="category-label" fs-cmsfilter-field="categories" fs-cmsfilter-active="category-active-state" class="radio-button-label w-form-label" for="radio">Electronics</span></label>
      </div>
      <div role="listitem" class="collection-item w-dyn-item"><label id="category-box" class="category-box w-radio"><input type="radio" id="radio-13" name="radio" value="Radio" data-name="Radio"
            class="w-form-formradioinput radio-button w-radio-input"><span id="category-label" fs-cmsfilter-field="categories" fs-cmsfilter-active="category-active-state" class="radio-button-label w-form-label"
            for="radio">Entertainment</span></label></div>
      <div role="listitem" class="collection-item w-dyn-item"><label id="category-box" class="category-box w-radio"><input type="radio" id="radio-14" name="radio" value="Radio" data-name="Radio"
            class="w-form-formradioinput radio-button w-radio-input"><span id="category-label" fs-cmsfilter-field="categories" fs-cmsfilter-active="category-active-state" class="radio-button-label w-form-label" for="radio">Fitness</span></label>
      </div>
      <div role="listitem" class="collection-item w-dyn-item"><label id="category-box" class="category-box w-radio"><input type="radio" id="radio-15" name="radio" value="Radio" data-name="Radio"
            class="w-form-formradioinput radio-button w-radio-input"><span id="category-label" fs-cmsfilter-field="categories" fs-cmsfilter-active="category-active-state" class="radio-button-label w-form-label" for="radio">Gas Stations and
            Convenience Stores</span></label></div>
      <div role="listitem" class="collection-item w-dyn-item"><label id="category-box" class="category-box w-radio"><input type="radio" id="radio-16" name="radio" value="Radio" data-name="Radio"
            class="w-form-formradioinput radio-button w-radio-input"><span id="category-label" fs-cmsfilter-field="categories" fs-cmsfilter-active="category-active-state" class="radio-button-label w-form-label" for="radio">Grocery</span></label>
      </div>
      <div role="listitem" class="collection-item w-dyn-item"><label id="category-box" class="category-box w-radio"><input type="radio" id="radio-17" name="radio" value="Radio" data-name="Radio"
            class="w-form-formradioinput radio-button w-radio-input"><span id="category-label" fs-cmsfilter-field="categories" fs-cmsfilter-active="category-active-state" class="radio-button-label w-form-label" for="radio">Home
            Furnishing</span></label></div>
      <div role="listitem" class="collection-item w-dyn-item"><label id="category-box" class="category-box w-radio"><input type="radio" id="radio-18" name="radio" value="Radio" data-name="Radio"
            class="w-form-formradioinput radio-button w-radio-input"><span id="category-label" fs-cmsfilter-field="categories" fs-cmsfilter-active="category-active-state" class="radio-button-label w-form-label" for="radio">Home
            Improvement</span></label></div>
      <div role="listitem" class="collection-item w-dyn-item"><label id="category-box" class="category-box w-radio"><input type="radio" id="radio-19" name="radio" value="Radio" data-name="Radio"
            class="w-form-formradioinput radio-button w-radio-input"><span id="category-label" fs-cmsfilter-field="categories" fs-cmsfilter-active="category-active-state" class="radio-button-label w-form-label" for="radio">Luxury</span></label></div>
      <div role="listitem" class="collection-item w-dyn-item"><label id="category-box" class="category-box w-radio"><input type="radio" id="radio-20" name="radio" value="Radio" data-name="Radio"
            class="w-form-formradioinput radio-button w-radio-input"><span id="category-label" fs-cmsfilter-field="categories" fs-cmsfilter-active="category-active-state" class="radio-button-label w-form-label" for="radio">Movie
            Theatres</span></label></div>
      <div role="listitem" class="collection-item w-dyn-item"><label id="category-box" class="category-box w-radio"><input type="radio" id="radio-21" name="radio" value="Radio" data-name="Radio"
            class="w-form-formradioinput radio-button w-radio-input"><span id="category-label" fs-cmsfilter-field="categories" fs-cmsfilter-active="category-active-state" class="radio-button-label w-form-label" for="radio">Off-Price</span></label>
      </div>
      <div role="listitem" class="collection-item w-dyn-item"><label id="category-box" class="category-box w-radio"><input type="radio" id="radio-22" name="radio" value="Radio" data-name="Radio"
            class="w-form-formradioinput radio-button w-radio-input"><span id="category-label" fs-cmsfilter-field="categories" fs-cmsfilter-active="category-active-state" class="radio-button-label w-form-label" for="radio">Office</span></label></div>
      <div role="listitem" class="collection-item w-dyn-item"><label id="category-box" class="category-box w-radio"><input type="radio" id="radio-23" name="radio" value="Radio" data-name="Radio"
            class="w-form-formradioinput radio-button w-radio-input"><span id="category-label" fs-cmsfilter-field="categories" fs-cmsfilter-active="category-active-state" class="radio-button-label w-form-label" for="radio">Real Estate</span></label>
      </div>
      <div role="listitem" class="collection-item w-dyn-item"><label id="category-box" class="category-box w-radio"><input type="radio" id="radio-24" name="radio" value="Radio" data-name="Radio"
            class="w-form-formradioinput radio-button w-radio-input"><span id="category-label" fs-cmsfilter-field="categories" fs-cmsfilter-active="category-active-state" class="radio-button-label w-form-label" for="radio">Restaurants</span></label>
      </div>
      <div role="listitem" class="collection-item w-dyn-item"><label id="category-box" class="category-box w-radio"><input type="radio" id="radio-25" name="radio" value="Radio" data-name="Radio"
            class="w-form-formradioinput radio-button w-radio-input"><span id="category-label" fs-cmsfilter-field="categories" fs-cmsfilter-active="category-active-state" class="radio-button-label w-form-label" for="radio">Retail
            Banking</span></label></div>
      <div role="listitem" class="collection-item w-dyn-item"><label id="category-box" class="category-box w-radio"><input type="radio" id="radio-26" name="radio" value="Radio" data-name="Radio"
            class="w-form-formradioinput radio-button w-radio-input"><span id="category-label" fs-cmsfilter-field="categories" fs-cmsfilter-active="category-active-state" class="radio-button-label w-form-label" for="radio">Shipping</span></label>
      </div>
      <div role="listitem" class="collection-item w-dyn-item"><label id="category-box" class="category-box w-radio"><input type="radio" id="radio-27" name="radio" value="Radio" data-name="Radio"
            class="w-form-formradioinput radio-button w-radio-input"><span id="category-label" fs-cmsfilter-field="categories" fs-cmsfilter-active="category-active-state" class="radio-button-label w-form-label" for="radio">Shopping
            Centers</span></label></div>
      <div role="listitem" class="collection-item w-dyn-item"><label id="category-box" class="category-box w-radio"><input type="radio" id="radio-28" name="radio" value="Radio" data-name="Radio"
            class="w-form-formradioinput radio-button w-radio-input"><span id="category-label" fs-cmsfilter-field="categories" fs-cmsfilter-active="category-active-state" class="radio-button-label w-form-label" for="radio">Specialty
            Retail</span></label></div>
      <div role="listitem" class="collection-item w-dyn-item"><label id="category-box" class="category-box w-radio"><input type="radio" id="radio-29" name="radio" value="Radio" data-name="Radio"
            class="w-form-formradioinput radio-button w-radio-input"><span id="category-label" fs-cmsfilter-field="categories" fs-cmsfilter-active="category-active-state" class="radio-button-label w-form-label" for="radio">Sporting
            Goods</span></label></div>
      <div role="listitem" class="collection-item w-dyn-item"><label id="category-box" class="category-box w-radio"><input type="radio" id="radio-30" name="radio" value="Radio" data-name="Radio"
            class="w-form-formradioinput radio-button w-radio-input"><span id="category-label" fs-cmsfilter-field="categories" fs-cmsfilter-active="category-active-state" class="radio-button-label w-form-label" for="radio">Superstores</span></label>
      </div>
      <div role="listitem" class="collection-item w-dyn-item"><label id="category-box" class="category-box w-radio"><input type="radio" id="radio-31" name="radio" value="Radio" data-name="Radio"
            class="w-form-formradioinput radio-button w-radio-input"><span id="category-label" fs-cmsfilter-field="categories" fs-cmsfilter-active="category-active-state" class="radio-button-label w-form-label" for="radio">Theme Lists</span></label>
      </div>
      <div role="listitem" class="collection-item w-dyn-item"><label id="category-box" class="category-box w-radio"><input type="radio" id="radio-32" name="radio" value="Radio" data-name="Radio"
            class="w-form-formradioinput radio-button w-radio-input"><span id="category-label" fs-cmsfilter-field="categories" fs-cmsfilter-active="category-active-state" class="radio-button-label w-form-label" for="radio">Thrift
            Stores</span></label></div>
      <div role="listitem" class="collection-item w-dyn-item"><label id="category-box" class="category-box w-radio"><input type="radio" id="radio-33" name="radio" value="Radio" data-name="Radio"
            class="w-form-formradioinput radio-button w-radio-input"><span id="category-label" fs-cmsfilter-field="categories" fs-cmsfilter-active="category-active-state" class="radio-button-label w-form-label" for="radio">Travel</span></label></div>
      <div role="listitem" class="collection-item w-dyn-item"><label id="category-box" class="category-box w-radio"><input type="radio" id="radio-34" name="radio" value="Radio" data-name="Radio"
            class="w-form-formradioinput radio-button w-radio-input"><span id="category-label" fs-cmsfilter-field="categories" fs-cmsfilter-active="category-active-state" class="radio-button-label w-form-label" for="radio">Wireless</span></label>
      </div>
    </div>
  </div>
  <h3 class="desktop-hidden">Browse The Anchor</h3>
</form>

---

Name: wf-form-Schedule-a-call-form — GET

<form id="wf-form-Schedule-a-call-form" name="wf-form-Schedule-a-call-form" data-name="Schedule a call form" method="get" class="schedule-a-call-form" data-wf-page-id="63849dd9e92421693d5d647c"
  data-wf-element-id="9328a00a-e11a-5ffc-0a11-48ecb1cc8c03" aria-label="Schedule a call form" data-hs-cf-bound="true">
  <h2 class="mobile-text-center">Schedule a Call</h2>
  <div id="name-required-comment" class="required-comment">Required</div><input type="text" class="text-field contact-us w-input" maxlength="256" name="Name-3" data-name="Name 3" placeholder="Your Name" id="Name" required="">
  <div id="email-required-comment" class="required-comment">Please enter your email</div><input type="email" class="text-field contact-us w-input" maxlength="256" name="email-3" data-name="Email 3" placeholder="Email" id="Email" required="">
  <div id="phone-required-comment" class="required-comment">Required</div><input type="tel" class="text-field contact-us w-input" maxlength="256" name="Phone-3" data-name="Phone 3" placeholder="Phone Number" id="Phone" required="">
  <div id="comments-required-comment" class="required-comment">Required</div><textarea id="Comments" name="Comments-3" maxlength="5000" data-name="Comments 3" placeholder="A few words on your project" required=""
    class="text-field contact-us text-area w-input"></textarea><input type="submit" value="Send" data-wait="Please wait..." id="send-btn" class="button submit w-button">
</form>

---

Name: wf-form-Subscribe-email — GET

<form id="wf-form-Subscribe-email" name="wf-form-Subscribe-email" data-name="Subscribe email" method="get" class="subscribe-to-anchor-form" data-wf-page-id="63849dd9e92421693d5d647c" data-wf-element-id="f3709153-5308-a6a0-c220-0b1dbdf380fc"
  aria-label="Subscribe email" data-hs-cf-bound="true"><input type="email" class="input-field w-input" maxlength="256" name="Subscriber-Email-2" data-name="Subscriber Email 2"
    pattern="(?:[a-z0-9!#$%&amp;’+/=?^_{|}~-]+(?:\.[a-z0-9!#$%&amp;'*+/=?^_{|}~-]+)|&quot;(?:[\x01-\x08\x0b\x0c\x0e-\x1f\x21\x23-\x5b\x5d-\x7f]|\[\x01-\x09\x0b\x0c\x0e-\x7f])&quot;)@(?:(?:a-z0-9?.)+a-z0-9?|[(?:(?:25[0-5]|2[0-4][0-9]|[01]?[0-9][0-9]?).){3}(?:25[0-5]|2[0-4][0-9]|[01]?[0-9][0-9]?|[a-z0-9-][a-z0-9]:(?:[\x01-\x08\x0b\x0c\x0e-\x1f\x21-\x5a\x53-\x7f]|\[\x01-\x09\x0b\x0c\x0e-\x7f])+)])"
    placeholder="Email Address" id="subscribe-email" required=""><input type="submit" id="subscribe-to-anchor-btn" value="" data-wait="" data-w-id="f3709153-5308-a6a0-c220-0b1dbdf380fe" class="subscribe-to-anchor-btn w-button"></form>

---

Name: wf-form-Get-a-demo-form — GET

<form id="Get-a-demo-form" name="wf-form-Get-a-demo-form" data-name="Get a demo form" method="get" class="schedule-a-call-form" data-wf-page-id="63849dd9e92421693d5d647c" data-wf-element-id="ac8cb0bd-ca52-2fdf-fc36-00d8853db658"
  aria-label="Get a demo form" data-hs-cf-bound="true">
  <h2 class="mobile-text-center">Get a Demo</h2>
  <div id="name-required-comment" class="required-comment">Required</div><input type="text" class="text-field contact-us w-input" maxlength="256" name="Name-3" data-name="Name 3" placeholder="Your Name" id="Name" required="">
  <div id="email-required-comment" class="required-comment">Please enter your email</div><input type="email" class="text-field contact-us w-input" maxlength="256" name="email-3" data-name="Email 3" placeholder="Email" id="Email" required="">
  <div id="phone-required-comment" class="required-comment">Required</div><input type="tel" class="text-field contact-us w-input" maxlength="256" name="Phone-3" data-name="Phone 3" placeholder="Phone Number" id="Phone" required=""><input type="text"
    class="text-field contact-us w-input" maxlength="256" name="Company-Name-2" data-name="Company Name 2" placeholder="Company Name" id="Company-Name-2">
  <div id="comments-required-comment" class="required-comment">Required</div><textarea id="Note-2" name="Note-2" maxlength="5000" data-name="Note 2" placeholder="Let us know what you are looking for in Placer.ai"
    class="text-field contact-us text-area small w-input"></textarea><input type="submit" id="send-btn" value="Send" data-wait="Please wait..." class="button submit w-button">
</form>

---

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THE ANCHOR


INDUSTRY INTELLIGENCE FOR CRE AND RETAIL


DRUGSTORES & PHARMACIES: IS THE PRIMARY HEALTHCARE RETAIL STRATEGY WORKING?

It’s been awhile since we last looked at the drugstore and pharmacy retail
category and how the category is doing as it deals with a number of concurrent
trends, including the inflationary headwinds.

RJ Hottovy
Aug 4, 2023
Gas Stations and Convenience Stores
Office
Theme Lists
Thrift Stores
Beauty
Travel
Airports
Real Estate
Shopping Centers
Shipping
Entertainment
Automotive
Electronics
Advertising
Electric Vehicles
Wireless
E-commerce
Luxury
Retail Banking
BevAlc Retail
Specialty Retail
Drug Stores
Movie Theatres
Home Furnishing
Off-Price
Dollar Stores
Sporting Goods
Apparel
Restaurants
Home Improvement
Fitness
Superstores
Department Stores
Grocery
Gas Stations and Convenience Stores
Office
Theme Lists
Thrift Stores
Beauty
Travel
Airports
Real Estate
Shopping Centers
Shipping
Entertainment
Automotive
Electronics
Advertising
Electric Vehicles
Wireless
E-commerce
Luxury
Retail Banking
BevAlc Retail
Specialty Retail
Drug Stores
Movie Theatres
Home Furnishing
Off-Price
Dollar Stores
Sporting Goods
Apparel
Restaurants
Home Improvement
Fitness
Superstores
Department Stores
Grocery

All
Advertising
Airports
Apparel
Automotive
Beauty
BevAlc Retail
Department Stores
Dollar Stores
Drug Stores
E-commerce
Electric Vehicles
Electronics
Entertainment
Fitness
Gas Stations and Convenience Stores
Grocery
Home Furnishing
Home Improvement
Luxury
Movie Theatres
Off-Price
Office
Real Estate
Restaurants
Retail Banking
Shipping
Shopping Centers
Specialty Retail
Sporting Goods
Superstores
Theme Lists
Thrift Stores
Travel
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SPROUTS FARMERS MARKET: KEEPING INSTACART AND DOORDASH BUSY

Sprouts' Q2 2023 comparable-store sales increased and 6 new stores were opened.
Comps were driven by average basket size and e-commerce comparable transactions.

Thomas Paulson
Aug 4, 2023
Grocery


ATHLETIC & LIFESTYLE BRAND ROUND-UP: MORE UPHILL TO GO

We reviewed the most relevant takeaways from the Q2 2023 updates from several of
the leading athletic & lifestyle apparel and footwear brands: Deckers, Adidas,
VF Corporation, and Columbia Sportswear.

Thomas Paulson
Aug 4, 2023
Apparel


BOX OFFICE: THE BARBENHEIMER PHENOMENON PERSISTS

Week two of the cultural phenomenon "Barbenheimer" continued to produce upside.
Barbie’s and Oppenheimer’s second weekend was down only -43% week-over-week
(compared to a typical -50%).

Thomas Paulson
Aug 4, 2023
Movie Theatres


ENTERTAINMENT & TRAVEL: WHERE (AND WHERE NOT) CONSUMERS ARE HAVING FUN

Reports from the leisure and entertainment industry indicate that consumer
spending on leisure travel and experiences continues on a strong pace with
consumer wallet share still moving from goods to experiences.

Thomas Paulson
Aug 4, 2023
Entertainment
Travel


AMAZON: PRIME DAY A GOOD EVENT FOR AMAZON, NON-PRIME DAYS ALSO GOOD

Prime Day isn’t just an event for Amazon, as many other retailers activate
around it. For example, Target Circle Week, Walmart+ Week, Kohl’s WOW Deals, and
Macy's Black Friday in July all took place last month around Amazon's Prime Day.

Thomas Paulson
Aug 4, 2023
E-commerce


BOX OFFICE: WHAT BARBENHEIMER MEANS FOR THE FUTURE OF MOVIE THEATRES

After a softer-then-expected ending to Q2 2023, Barbie and Oppenheimer produced
$235M in box office over the opening weekend and $311M combined with all the
other films playing.

Thomas Paulson
Jul 28, 2023
Movie Theatres


ALBERTSONS: RECORD LOYALTY PROGRAM ADDITIONS AS HOUSEHOLDS SEEK OUT SAVINGS

Albertsons reported in-line results for its fiscal first quarter with grocery
margin up slightly, but consolidated profits and cash flow down due to lower gas
prices, merger costs, and higher shrink.

Thomas Paulson
Jul 28, 2023
Grocery


AUTO PARTS RETAIL: O’REILLY PULLS AHEAD OF THE PACK

O’Reilly Automotive and Genuine Parts (NAPA Auto Parts) reported Q2 2023 results
that confirmed demand for DIFM auto parts and repair services remains positive
and growing despite the moderation in parts cost inflation as real demand is
building. Two, the competitive pressure for commercial accounts and market share
remains intense.

Thomas Paulson
Jul 28, 2023
Automotive


WIRELESS RETAIL: RESULTS SHOW NO LET UP IN THE WAR FOR YOUR HOME OFFICE

Wireless companies reported Q2 2023 results this week and the war continues to
be fierce. Wireless companies are winning with 18X the number of net new
subscribers compared to the biggest cable companies.

Thomas Paulson
Jul 28, 2023
Wireless
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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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