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Tracking Recent Inflections

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


JAN 3 Declining demand indicates likely reduced guidance (2)

JAN 3 Explosive growth despite challenging comps (3)

JAN 3 Stability continues throughout Q4 (5)

JAN 3 Reaccelerating organic growth into year end (4)

Q4 High discounting, promotions indicate poor organic sales (2)

Q4 Despite challenges, data shows trends on track (3)

Q4 Slowing checkouts and poor digital engagement (4)

Q4 November, Dec tracking strong acceleration(3)

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