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Tracking Recent Inflections

Tracking Recent Inflections

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


JULY 20 Declining demand indicates likely reduced guidance (2)

JULY 17 Explosive growth despite challenging comps (3)

JULY 15 Stability continues throughout quarter (5)

JULY 16 Reaccelerating organic growth to start Q2 (4)

Q2 High discounting, promotions indicate poor organic sales (2)

Q2 Despite challenges, data shows trends on track (3)

Q2 Slowing checkouts and poor digital engagement (4)

Q2 July tracking strong acceleration(3)

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