Alternative Data Podcast- Promotional Ensemble History
Random Walk has been serving investors for 14 years. After years of focusing on clicksteam, foot traffic data and other online measurement, in 2017 we shifted to focusing on creating the most quantitatively accurate promotional ensemble in the industry. As others used tractional data to incorrectly assess demand in department stores such as JC Penny, our process alerted investors that these sales were just a result of liquidation coupons.
Listen to learn more about our methodology is different than other big data providers below:
Greg’s chat with Mark Fleming-Williams on Apple Podcasts
Below: skyrocketing steep discounts and a rise in the effective discount uncover the inflection.
Promotional Ensemble for JC Penny: 2017 Liquidation coupon explosion inconsistent with a rebound in organic demand.
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