Alternative Data Newsletter #141 – October 24th, 2019

  • Eagle Alpha Conference in London: complimentary tickets available for data buyers to attend our London conference on November 15th. See the full agenda and register here. Key features:
    • 10 data quality test results on vendors – an interactive Jupyter notebook session.
    • 20 forward-looking use cases and trade prediction ideas by vendors to assist with prioritization.
    • 6 roundtable sessions for buyers to discuss the topics that matter e.g. mapping.
    • 15 meetings between data buyers and vendors that can be pre-scheduled.
  • Legal Webinar: on October 21st 2019, we hosted a legal webinar on the topic of PII. Lowenstein Sandler discussed the updated California Consumer Privacy Act (CCPA) and its implications for the alternative data industry. A recording is available to our clients via this link.
  • Research Analyst Thoughts: an Eagle Alpha report from October 22nd, using our luxury good dashboard hosted on Eagle Edge, highlighted that Tapestry brand Kate Spade had struggled in recent years with the June same store sales declining by 6%. We also noted that any further weakness at Kate Spade in the September quarter will be driven by traffic rather than price or discounting.
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Quality Testing

Eagle Eye reports are now available on our Data Sourcing platform. Clients can now view detailed reports on quality of ten alternative datasets with a B2B dataset being the latest addition. Please click on this link.

Prioritization

This vendor delivers IRS data on over 1 million US companies, both public and private. The data is extracted and aligned from Form 5500 (ERISA) filings (welfare & retirement benefit plans). These are mandatory annual filings, with frequent possible updates & amendments. Our Data Sourcing clients can view the full profile here.

Discovery

This vendor delivers data on nearly 80 grain, oil and feed commodities, including such important primary research data as prices, production, sales, stocks, outstanding contracts, capacity utilization, purchases, imports & exports, import margins, processing margins, and price spread, etc. of agricultural products. Our Data Sourcing clients can view the full profile here.

 

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Dashboards

An Eagle Alpha report from October 22nd, using our luxury good dashboard hosted on Eagle Edge, highlighted that Tapestry brand Kate Spade had struggled in recent years with the June same store sales declining by 6%. We also noted that any further weakness at Kate Spade in the September quarter will be driven by traffic rather than price or discounting. The chart on the right shows Kate Spade’s US department store metrics. Our clients can read the full report via this link.

Case Study

Analysis of online search and social media data showed that Nike has been growing consumer mindshare over Adidas since early 2018. The trends observed in the two datasets have been a good indicator for Nike fundamentals and reported sales over recent quarters. Our clients can read the full case study via this link.

Legal & Compliance Insights

On October 21st 2019, we hosted a legal webinar on the topic of PII. Lowenstein Sandler discussed the updated California Consumer Privacy Act (CCPA) and its implications for the alternative data industry. A recording is available to our clients via this link.

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Upcoming Webinars

Alpha Workshops

  • November 19th: Pricing Data.
  • December 19th: Geo-Location Data.

Legal Webinars

  • November 18th: App Tracking & Email Receipt (Apple and Google’s changing T&C’s).
  • December 13th: China Data.

Upcoming Conferences

Eagle Alpha’s Alternative Data Conferences:

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Notable News