How Investors Use Transaction Data to Analyze Changing Consumer Trends Amid High Inflation
In 2022, DTC retailers operated against the backdrop of high inflation, decreasing savings rates, and consumer confidence below the levels recorded in recent years. How did that reflect on their sales performance in the last quarter of 2022? Join us to learn how Bloomberg Second Measure’s short-lag transaction data empowers investors to analyze companies’ financial performance and consumer trends in order to validate investment theses, gain industry insights, and identify fast-growing companies.
Bloomberg Second Measure recently launched a new and exclusive transaction dataset that derives aggregated analytics from billions of purchases. Products built from this panel are based on data available three days after card swipe, offering investors a read on company performance at unparalleled speed.
Discussion Topics:
Bloomberg Second Measure recently launched a new and exclusive transaction dataset that derives aggregated analytics from billions of purchases. Products built from this panel are based on data available three days after card swipe, offering investors a read on company performance at unparalleled speed.
Discussion Topics:
- Which companies within a given industry are experiencing the most growth in sales or customer counts amid high inflation?
- Are consumers shifting their holiday spending away from premium retailers?
- Are off-price retailers attracting new holiday shoppers, as consumers increasingly look for value?
Speakers
Joe Hung
Senior Applied Data Analyst
Bloomberg Second Measure
As a senior applied data analyst at Bloomberg Second Measure, Joe helps clients interpret and apply alternative data to their investment research workflows.
Prior to joining Bloomberg, Joe was at SaaS data company Exabel and also worked on alternative data-based strategies at firms ranging from family offices to Point72. He holds a BSc from Simon Fraser University in Actuarial Science and an MBA in Finance from Wharton School at the University of Pennsylvania.