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In this Placer Bytes, we analyze Burlington’s up-and-down recovery, Ulta’s drive to normalcy and how Big Lots trends have differed from others in the space. When Burlington reopened stores, the visits started to flood back in and traffic had returned to just 35.7% down year over year in June. Yet, in July the retailer took a step back with visits down 40.2% year over year.

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October 26, 2020 / Investing

Earnings Insights for Q3 2020 – Spotify & Wayfair

From Similarweb
Ahead of the Spotify and Wayfair quarterly earnings reports we have used our data to explore some insights into the online performance of the companies: Monthly unique visitors (MUVs) to open.spotify.com continued to grow in Q3. Strong YoY growth in visits to Wayfair’s payment page in all three international markets.
October 19, 2020 / Investing

Earnings Insights for Q3 – Netflix and Twitter

From Similarweb
We are kicking off the Q3 earnings season with digital insights into Netflix and Twitter. Q3 is set to be a memorable one for Netflix. With the controversy surrounding the release of french movie “Cuties”, and the #CancelNetflix trending, expectations have been set low for the upcoming earnings report.
October 8, 2020 / Investing

Preview Into Prime Day 2020

From Numerator
Since its inception in 2015, Amazon Prime Day has taken place annually in mid-July, driving a summer sales boost among Amazon and its competitors. Like many other events in 2020, this year’s Prime Day was postponed, and is now set to take place on October 13 & 14. What does a delayed Prime Day mean for the retail world, what are consumers saying, and how are brands and retailers advertising in advance of the upcoming day of deals?
September 29, 2020 / Investing

Asana IPO: Insights into Online Performance

From Similarweb
With the Asana IPO coming up this week we have explored some digital trends to gain insight into the company’s health. As part of the analysis we looked at trends in the number of monthly visits to the site globally and competition in the US.
September 29, 2020 / Investing

Academy Sports’ COVID-driven IPO

From Earnest Research
In anticipation of Academy Sports & Outdoors’ upcoming IPO, we analyzed the retailer’s market share, channel performance, the impact of its geographic profile, and shopper cohorts including recipients of the federally granted stimulus check. Additionally, we looked at sporting goods’ wallet share among Academy’s most vs. least loyal customers. Here’s what we found.
September 25, 2020 / Investing

Data Suggests Snowflake’s Rapid Growth Is Still In The Early Stages

From 7Park Data
Cloud data storage and analytics provider Snowflake set a new high bar on Wall Street this/last week with its IPO. The listing valued Snowflake at $70.4 billion – the largest in 2020, and the largest-ever for a software maker. It also earned the distinction as the biggest company to double its share price in a market debut. And although the company is not yet profitable, data sourced from our Cloud Infrastructure dataset indicates tremendous growth potential.
September 23, 2020 / Investing

September Credit Consensus Indicators (CCIs) – UK, EU and US Industrials

From Credit Benchmark
Credit Benchmark have released the September Credit Consensus Indicators (CCIs). The CCI is an index of forward-looking credit opinions for US, UK and EU Industrials based on the consensus views of over 30,000 credit analysts at 40 of the world’s leading financial institutions. The CCI tracks the total number of upgrades and downgrades made each month by credit analysts to chart the long-term trend in analyst sentiment for industrials.
September 11, 2020 / Economy, Investing

South Korea Retail Market On Track to Top APAC in 2020

From Real Capital Analytics
Over the first seven months of 2020, trading of retail assets has crumbled by more than half across all the major Asia Pacific economies bar one – South Korea. Should the current pipeline of deals close by year end, Korea’s 2020 retail investment total will surpass last year’s tally and could potentially become Asia Pacific’s biggest retail investment market, breaking the lock on the top three spots typically held by China, Japan and Australia.
September 10, 2020 / Investing

TravelCenters of America a Bright Spot for Commercial Real Estate Sector

From Advan
A recent article on Wall Street Journal by Peter Grant took an insightful look at how truck stops in the US have been boosted this year, in part due to the increase in demand for e-commerce and delivery. TravelCenters of America (NASDAQ: TA), the largest publicly listed operator of truck stops in the US, saw its share price increase 50% following its quarterly earning announcement in early August.
September 9, 2020 / Business, Investing

Starbucks and the Guide to Winning the Holidays

From Placer
Everything in retail has been turned upside down in 2020, so it’s exciting to see something continue as normal. Obviously, we’re talking about the unique power of Starbucks to leverage the calendar to its fullest advantage. And while even this success requires COVID-era context, it still emphasizes a strategic approach that will guide the success, or lack thereof, for many retailers in the coming months.
September 9, 2020 / Business, Investing

Kroger and Casey’s Impressing, GameStop Recovering and Dave & Buster’s Feeling the Pain

From Placer
In this Placer Bytes, we break down the sustained success of Kroger, the recoveries of Casey’s and GameStop, and analyze what Dave & Buster’s struggles mean for experiential. We’ve spoken ad nauseam about the strength traditional grocers have shown amid the pandemic and recovery. And have also dedicated a great deal of time to discussing the changes in customer visitation patterns.
September 9, 2020 / Economy, Investing

The Tortoise and the Hare: Consensus Credit Estimates and Corporate Credit Spreads

From Credit Benchmark
With rising infection rates and concerns about the looming virus season, the COVID crisis is clearly far from over. But with the first wave behind us, it is possible to see the past six months of market volatility in its broader context. The S&P500 is now higher than it was in February 2020, having at one stage lost one third of its value. The VIX spiked from a mid-February level of 14% to a mid-March high of 85%, and currently trades at 33%. The Global BBB spread\[1\] tripled from 1.5% to 4.5% and currently sits at 1.7%.
September 4, 2020 / Business, Investing

As Airbnb announces its IPO, bookings have increased to new highs despite lockdown

From Edison Trends
As expected, during the initial lockdown in March and April, customer spending on online bookings fell dramatically for Airbnb and the hotels studied (Marriott, Hilton, InterContinental). From April 27 to the beginning of June, spending climbed quickly for these companies. Airbnb rose the fastest with an average of 32% week-over-week growth.
August 31, 2020 / Economy, Investing

Credit Challenge Grows for US Energy Sector: August 2020

From Credit Benchmark
Problems for the beleaguered US energy sector have continued to mount this year. Demand for oil plummeted, bringing down prices as competition and supplies grew. Bankruptcies continue in the industry as the broad economy continues to struggle, and it’s not clear how many firms will benefit from any improvement in prices.
August 31, 2020 / Investing, Economy

Shift from investment-grade to high yield debt continues to grow

From Credit Benchmark
The ranks of the Fallen Angels – firms whose credit quality has made the shift from investment-grade to high yield, or “junk” status – continue to grow, but the pace may be slowing down. Consensus credit data from Credit Benchmark – which gathers the collective credit quality estimates of lenders to these firms – shows that a growing number of companies have now entered the Fallen Angel category.
August 26, 2020 / Investing

Burlington and Ulta Recovery Check, & Big Lots’ Big Q2

From Placer
In this Placer Bytes, we analyze Burlington’s up-and-down recovery, Ulta’s drive to normalcy and how Big Lots trends have differed from others in the space. When Burlington reopened stores, the visits started to flood back in and traffic had returned to just 35.7% down year over year in June. Yet, in July the retailer took a step back with visits down 40.2% year over year.
August 26, 2020 / Investing

Which Cross-Border Heavyweights Are Buying in APAC?

From Real Capital Analytics
Cross-border institutional purchases have been one of the most resilient sources of capital in Asia Pacific in the first half of 2020, a surprising trend given that the practical advantages that domestic groups have during the Covid-19 pandemic. The volume of acquisitions by cross-border investors fell by 14% year-over-year, as compared with declines of around a half for listed and private entities.
August 25, 2020 / Investing

Quarterly Earnings Insights Q2 2020: BBY, INTU, DKS, ULTA, ADSK, CRM

From Similarweb
This week we’re wrapping up our weekly earnings coverage for the 2Q earnings season with an interesting mix of companies ranging from retail to software. Best Buy, Dick’s Sporting Goods, and Ulta Beauty are the companies on the retail side, while Intuit, Autodesk, and Salesforce are the companies we are focusing on in the software domain.
August 24, 2020 / Business, Investing

Snowflake’s Multi-Cloud Flexibility Wins Share from Public Cloud Competitors

From ETR Research
"We originally started with Redshift as our data warehouse. Over time, we realized that there were some features that were missing that we weren’t able to take advantage of, so we looked at Snowflake and realized it was a much more current and modern cloud infrastructure to move to."
August 24, 2020 / Investing

Crypto apps see highest growth on record in July 2020

From Apptopia
Everyone's talking about crypto again and I refuse to be left out (FOMO is a killer). In July, the top 10 crypto wallet apps increased net new installs approximately 81.4% YoY. July is the best performing month on record for this market, and August has the potential to beat it.