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Tracking Recent Inflections

Our ensemble tracking consumer activity in near realtime currently has uncovered the following outliers.


FEB 20 Declining demand indicates likely reduced guidance (2)

FEB 17 Explosive growth despite challenging comps (3)

FEB 22 Stability continues throughout quarter (5)

FEB 22 Reaccelerating organic growth to start 2022 (4)

Q1 High discounting, promotions indicate poor organic sales (2)

Q1 Despite challenges, data shows trends on track (3)

Q1 Slowing checkouts and poor digital engagement (4)

Q1 Februrary tracking strong acceleration(3)

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