Our research methods, data, and analysis produce unique, data-driven insights on the Macro Economy, individual industries and companies. We offer Syndicate, Premium, and Custom reports.

Consumer Goods and Services

Our proprietary data consists of a daily extended consumer transaction panel of over 3 million users and anonymized transaction level data from over 4 million accounts. From there, our analysts apply rigorous and innovative methodologies to reveal the key factors that influence financial performance in this sector.

Food and Drug Retail

Grocers
Syndicated Coverage: KR , SWY, WFM
Custom Coverage: Average check size and market share changes published monthly for 38 grocers
Restaurants
Syndicated Coverage: BJRI, BWLD, CAKE, CBRL, CMG, DPZ, DRI, MCD, PNRA, SBUX
Custom Coverage: Average check size and market share changes published monthly for 68 restaurants

Leisure

Casinos
Syndicated Coverage: BYD, LVS, MGM, PENN, PNK, WYNN
Cruise Lines
Syndicated Coverage: CCL, RCL, NCLH
Miscellaneous Leisure
Syndicated Coverage: RGC, SEAS, SIX

Retail

Hardlines
Syndicated Coverage: AN, BBY, HD, HOG, KMX, LOW, PETM, RSH , SPLS
Custom Coverage: AAP, AZO, BBBY, ORLY, SHW, WSM
Softlines
Custom Coverage: COH, CRI, DSW, GNC, FL, KORS, LULU, SBH,
Broadlines
Syndicated Coverage: DG, DTLR, WMT
Custom Coverage: M, FDO, JCP, JWN, KSS
Specialty
Syndicated Coverage: AEO, ANF, ARO, EXPR, FRAN, MW, PLCE, URBN VSI, WTW
Custom Coverage: ULTA

Miscellaneous Consumer

Custom Coverage: ADT, ASC.LO (ASOS), BID, LOCK, LTM, MED, PETS, SODA

Technology Hardware & Equipment, Semis, Cloud

We track click-through rates and real-time pricing data, as well as use a daily consumer transaction panel and point of sale dataset to provide full transparency into the latest trends in technology, products, mobile purchasing behavior, and brands.

Technology Hardware and Equipment

Consumer Technology
Syndicated Coverage: AAPL, BBRY, Samsung, QCOM, ARMH, MU, SNDK, RAX, Dropbox,GoDaddy, JCOM, CTCT, WWWW

Media

Cable and Satellite
Syndicated Coverage: CHTR, CMCSA, CVC, DISH, DTV, SIRI, TWC

Telecom Services

Mobile Telecom
Syndicated Coverage: RCI, S, T, TU, VZ
Custom Coverage: BCE, TMUS, MBT

Software and Computer Services

Internet
Syndicated Coverage: AMZN, ANGI, AWAY, EBAY, EXPE, FB, GOOG, GRPN, GRUB, LNKD, MELI, OPEN, OUTR, P, NFLX, SFLY, ZU
Custom Coverage: CTCT, Paypal, OpenTable, Expedia
Chinese Internet
Custom Coverage: Autos, B2B, Business/Finance, Community, Corporate Presence, E-Commerce, Entertainment, Games, Internet Advertisement, News and Info, Online Dating, Online Recruiting, Portals, Real Estate, Search, Services, Social Media, Telecom, Travel, Web Navigation
Video Games
Syndicated Coverage: ATVI, EA
Chinese Online Gaming
Syndicated Coverage: CTRP, JD.com, JMEI, 3888.HK, 700.HK, NTES, GAME, CYOU, PWRD, GA, VIPS, YY,  WWE

Industrials

ITG collects and analyzes unique data for major markets and all publicly traded US homebuilders, tracks rental prices in 20 major markets, compiles Price-to-rent ratios for every major metro in the US—down to the zipcode, and follows existing home list pricing and inventory data for nearly 75% of all homes available to be sold.

Construction & Materials

Homebuilders
Syndicated Coverage: BZH, DHI, HOV,LEN, MDC, NVR, PHM, RYL, TOL
Custom Coverage: Constructive Insights – This template shows weekly aggregate and builder-specific weekly trends for absorption rates, traffic, pricing for floor plans and specific home inventory

Energy

We have access to data from hundreds of worldwide sources, including, but not limited to, well data aggregators and government oil and gas commissions as well as the ability to gather the most current production, leasing, completion and test data available.

Oil and Gas Producers

Exploration and Production
Syndicated Coverage (US): AEF, APA, APC, AREX, ATHL, BBG, BCEI, CHK, CLR, COG, CPE, CRK, CRZO, CWEI, CXO, CXPO, DNR, DVN, EGN, EOG, EPL, EQT, FANG, FST, GDP, GPOR, KOG, KWK, LP, MHR, MRO, NBL, NFX, NOG, OAS, PDCE, PQ, PVA, PXD, QEP, REX, ROSE, RRC, SFY, SM, SWN, UPL, WLL, WPX, XCO, XEC
Syndicated Coverage (Canada): ARX, AAV, NGL, ARN, ATH, BIR, BNP, CNQ, COS, CVE, CPG, CTA, ECA, ERF, HSE, IMO, LTS, LRE, MEG, NVA, PPY, POU, PGF, PWT, PMT, PEY, PRY, STE, STP, SU, TOG, TOU, TET, TLM, TOL

Macro

Our macro data covers everything from employment, consumer, housing, business activity and transportation. We scour the internet for job posting and job-related ads, utilize an anonymous consumer transaction panel to track consumer spending and even analyze daily weather data to glean insight into daily shopping habits.

Economics and Strategy

Economics
Weekly Tracking Report A weekly report analyzing the economy’s direction using high-frequency proprietary data
Morning Note Occasional updates offering analyses of current economic and capital market trends using proprietary data