Promotional Ensemble & Gross Margins
Random Walk email intelligence through our promotional ensemble delivers the most quantitative and predictive tracking of implied discounts and promotional cadence available. When brands are struggling to generate organic demand they ramp up sending volume to their leads and customers. We capture these potential inflections in near real-time and alert our investor partners ahead of the street.
- Abercrombie & Fitch (ANF)
TOTAL PROMOTIONAL VOLUME + 9% GROSS MARGIN +460bps
- The Children’s Place (PLCE)
STEEP DISCOUNT VOLUME +75% GROSS MARGIN: -480bps
- Farfetch Limited (FTCH)
SIGNIFICANT DISCOUNT VOLUME +127% GROSS MARGIN -370bps
- Foot Locker, Inc. (FL)
STEEP DISCOUNT VOLUME +79% GROSS MARGIN: -460bps
- Hibbett, Inc. (HIBB)
STEEP DISCOUNT VOLUME +108% GROSS MARGIN: -160bps
- Olaplex Holdings, Inc. (OLPX)
TOTAL PROMOTIONAL VOLUME +650% GROSS MARGIN: -550bps
- Petco (WOOF)
STEEP DISCOUNT VOLUME +780% GROSS MARGIN: -140bps
- Ulta Beauty (ULTA)
STEEP DISCOUNT VOLUME +107% GROSS MARGIN -110bps
- Walmart Inc. (WMT)
STEEP DISCOUNT VOLUME-37% GROSS MARGIN 40bps
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