Data Driven Insights
2024 Random Walk Coverage Universe
Inflections
Positive Inflection
Negative Inflections
Track Record
Experience
Case Studies
Contact Us
Greg’s Insights
Random Walk Alternative Data Podcast
Case Studies
Home
Case Studies
show all
Case Studies
Improving List
Improving Trends
Negative Inflections
Positive Inflections
Slowing List
Case Studies / Negative Inflections / Slowing List
LULU: Growth in ‘stealth’ discounts uncovers inflection
Case Studies / Negative Inflections
ETSY: New steep discount campaigns reveal weakening demand
Case Studies / Improving Trends
WMT: Declining promotions predict improved inventory
Case Studies / Negative Inflections
PLCE: Explosion in Desperation Discounts Forecast Tepid Outlook
Case Studies
FL: Explosive Growth in Nike Campaigns Predicts Reduced Outlook, Gross Margins
Olaplex (OLPX): Fast rising total promotions reveal collapsing demand
Case Studies
CROX: Fast Rising Hey Dude Email Promotions Correctly Predict Reduced Growth Outlook
Case Studies / Negative Inflections / Slowing List
BIG: Explosive growth in email campaigns signaling collapsing organic demand at BigLots
Case Studies / Negative Inflections
Promotional Ensemble Uncovers Inflection in VFC
Case Studies / Negative Inflections / Slowing List
Childresn’s Place (PLCE): Email Intelligence captures return to extreme promotions
Case Studies / Improving List / Positive Inflections
Airbnb: Return to travel demand accelerates
Case Studies / Negative Inflections / Slowing List
Roblox: Declining Registration Confirmations
Case Studies / Negative Inflections
VMEO: Email Intelligence indicates declining new user growth
Case Studies
DOCU: ‘Welcome to Docusign’, ‘Completed Docusign’ confirms predict subscriber growth
Case Studies
WSM: Dramatically reduced promotional activity signals explosive demand
Case Studies
DASH: Holiday Quarantine Generates Record Food Delivery Growth
Case Studies
DBI: Rising Steep Discounts on Weak Product Demand
Case Studies
WIX: Quarantine, Shift to Gig Economy Driving New Customers
Case Studies
DPZ, PZZA: Dramatically reduced promotional volumes
LULU: Growth in ‘stealth’ discounts uncovers inflection
ETSY: New steep discount campaigns reveal weakening demand
WMT: Declining promotions predict improved inventory
PLCE: Explosion in Desperation Discounts Forecast Tepid Outlook
FL: Explosive Growth in Nike Campaigns Predicts Reduced Outlook, Gross Margins
Olaplex (OLPX): Fast rising total promotions reveal collapsing demand
CROX: Fast Rising Hey Dude Email Promotions Correctly Predict Reduced Growth Outlook
BIG: Explosive growth in email campaigns signaling collapsing organic demand at BigLots
Promotional Ensemble Uncovers Inflection in VFC
Childresn’s Place (PLCE): Email Intelligence captures return to extreme promotions
Airbnb: Return to travel demand accelerates
Roblox: Declining Registration Confirmations
VMEO: Email Intelligence indicates declining new user growth
DOCU: ‘Welcome to Docusign’, ‘Completed Docusign’ confirms predict subscriber growth
WSM: Dramatically reduced promotional activity signals explosive demand
DASH: Holiday Quarantine Generates Record Food Delivery Growth
DBI: Rising Steep Discounts on Weak Product Demand
WIX: Quarantine, Shift to Gig Economy Driving New Customers
DPZ, PZZA: Dramatically reduced promotional volumes