Alternative Data Newsletter #59 – 8th May

Key Highlights 

Join our Alternative Data Conference from May 19th to May 22nd. Virtual 1-1 booths are available along with speaking roles and sponsorship exposure. Contact us to learn more about the conference.

NYC Virtual Data Conference

We are very excited to announce Peter Fader, Theta Equity Partners Co-Founder and Professor of Marketing at The Wharton School at the University of Pennsylvania as our opening keynote at our upcoming Virtual Data Conference. Join Peter and other exciting speakers May 19th – May 22nd for 4 days of content, 4 key themes and all things data! Starting daily at 8.45 am EST/ 12.45 GMT.

Contact dataenquiries@eaglealpha.com to register your interest for the event. 

 

COVID-19 Report

  • Consumer spending indicators for China are mixed. No significant COVID-19 rebound. Three different datasets are showing stability but no significant recovery of the Chinese consumer after COVID-19 lockdown. – Online transaction volume (GMV) is up in March but does not represent a large snapback from January and February. – Chinese cosmetics sales have recovered but South Korean duty-free sales to Chinese travelers in April, which are largely cosmetics-related, have relinquished gains from early March. – Hotel booking activity in Chinese cities remains at February levels. – Sales for cosmetics companies like Estee Lauder and Revlon are holding up relatively well, while online sales for western brands like Tapestry, Capri, and Apple are seeing sConsumer spending indicators for China are mixed. No significant COVID-19 rebound. Three different datasets are showing stability but no significant recovery of the Chinese consumer after COVID-19 lockdown.
    • Online transaction volume (GMV) is up in March but does not represent a large snap back from January and February.
    • Chinese cosmetics sales have recovered but South Korean duty-free sales to Chinese travellers in April, which are largely cosmetics related, have relinquished gains from early March.
    • Hotel booking activity in Chinese cities remains at February levels.
    • Sales for cosmetics companies like Estee Lauder and Revlon are holding up relatively well, while online sales for western brands like Tapestry, Capri and Apple are seeing some pressure.

    To access the full report contact our team at dataanalytics@eaglealpha.com

 

 

Active Data Requests

  • Dataset to understand employee retention
    • Dataset with more than 5 years of history having US as coverage:
      • Oil & gas
      • Chemicals
      • Aerospace and defence
      • Machinery
      • Transportation
      • Automobile manufactures
      • Householddurables
      • Hotels, restaurants & leisure
      • Retail
      • Consumer staples
      • zendeHealthcare
      • Software & Internet
      • Movies & entertainment
      • Textiles,apparel & luxury goods
    • Dataset to see the speed of the rebound during/after the global financial crisis
    • US student loan data
      • Debt at graduation
      • Graduation rate
      • Retention rate
      • Median earnings

    Login to your Eagle Alpha account and update your dataset product information to generate exposure to the buy-side funds. If you do not have an Eagle Alpha account yet you can create one free of charge at the following link and market your product to the top investment funds. 

Industry Intel

  • ‘A Wall Street Journal analysis of household-spending data found grocery-store visits retreated after initially surging in mid-March, when the shutdowns gained steam. In the more recent period, online grocery shopping and spending on alcohol delivery boomed. U.S. consumers shelled out more on bread makers, puzzles, board games, bubble.’ Click here to read the article.
  • ‘Searches for international flights to New York City arriving in July, for example, are down by 89%; for flights landing in December, searches are 53% below where they were in 2019. Hotel searches show a similar trend. Foreign searches for lodging in Spain in July have tumbled by 94%; for December they are down by 74% from where they were a year ago.’ Click here to read the article.
  • ‘Australia’s chief statistician David Gruen has called on the big four banks to hand over valuable customer transaction data to help the Australian Bureau of Statistics and the Morrison government plan a powerful economic recovery from the coronavirus. Dr Gruen told The Australian Financial Review he had written to each of the big four bank bosses asking for consumer data in a bid to capture more accurate consumption and business spending patterns’ Click here to read the article.

Events You Should Attend

  • NYC virtual data conference from May 19th to May 22nd
  • Vendor solutions webinar on 28th May at 11.30 – 12.30 ET

Contact dataenquiries@eaglealpha.com to register your interest for the event.