Consumer Preferences are Shifting is Your Investment Process?
FEBRUARY 13, 2025
Are your research dollars allocated to detecting real inflections or have your overspent on predicting the present?
> Explosion in alternative data has led increased precision in predicting KPIs such as current quarter revenues and same store sales.
> Sudden share revaluations in brands such as DASH, MTCH, BROS, SIG, MODG and PLAY indicate significant opportunities remain in detecting organic inflections.
Missing the Forest
The above advertisement from 1996 was prescient, but our promotional ensemble data can help investors better understand the tidal wave of changes that are occurring in real-time.
Institutional investors’ thirst for edge has led to overconsumption of complex ‘information’ that often misses the bigger shifts in preferences. Random Walk focuses on uncovering more actionable inflections based on changes in core demand for products and services through our Promotional Ensemble.
Stay Home and Swipe.
Perhaps mostly driven by 5G and engineered addiction of smart phones consumers are moving away from activities popular in the past. Dating, courtship, buying engagement rings and the products of Signet and marriage appear to be substituted by ordering Wingstop delivery on DoorDash and betting on sports with Draftkings.
Getting together and going out for in person entertainment at Topgolf or Dave & Busters is being replaced by swiping through Insta.
Random Walk Promotional Ensemble
When brands are struggling to generate demand the easiest and most cost effective band-aid is to blast out email discounts. This is where the Random Walk process provides unique edge. We have been capturing, categorizing and classifying millions of email promotions from leading brands for more than 7 years. If decaying inventory isn’t moving quick enough, without spending much on advertising, brands just push out escalating discounts to leads. Conversely, when organic demand is growing brands slow email campaigns.
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