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Use cases
Q3 2025 Use Cases
Six brands where our discount indices moved ahead of the print. Bath & Body Works, Cava and Sprouts leaned harder on promotions before margin and sales misses, while Abercrombie, Gap and Pottery Barn pulled back and reported stronger comps and margins.
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Consumer preferences are shifting. Is your investment process?
A 1996 ad promised "you'll eat in" and "you won't go anywhere." Today DoorDash, DraftKings and Instagram are replacing dates, Topgolf and Dave & Buster's, and our promotional ensemble shows which brands are gaining or losing demand.
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KPI Mania: celebrating in the wrong end zone
Alt-data's race to predict current-quarter revenue misses what matters. The Children's Place beat on revenue and then guided the holiday a dollar below, while DoorDash cut incentives ahead of nearly 300% EBITDA growth.
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Greg guests on The Alternative Data Podcast
Greg joined host Mark Fleming-Williams on episode 117 to talk about how Random Walk tracks the offers major retailers send. Comparing how those promotional strategies change over time reveals retailer urgency, an early read on demand.
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