Coverage

• Consumer Technology
• Internet
• Online Gaming

• Energy
• Telecom

• Airlines
• Cable and Satellite
• Consumer Technology
• Energy (Oil and Gas E&P)
• Grocers
• Healthcare (Pharma/Biotech, Medical Technology)
• Internet
• Leisure (Casinos, Cruise Lines, Lodging)
• Online Gaming
• Real Estate (hardline, Softline, Deep Discounters)
• Telecom
• Video Games

Our research addresses practical issues on policy making and themes relevant to the fast-changing financial markets. In depth, data driven analysis identifies potential inflection points to guide your investment strategies.

Data

Employment (Hiring Trends)

• 100% of all online job listings for the major job listing sites

Housing Data

• New home sales from project-level homebuilder data in 38 major markets
• Existing home prices and inventory data for nearly 75% of all homes available to be sold
• Rental prices and availability for some of the major REITS

Consumer Spending

• Credit card transactional data from an anonymous consumer panel
• Online user behavior from more than 15 million Internet users worldwide
• 100% of all eBay listings
• Retailer product trends
• Daily weather data
• Primary research of store managers and customers
• Daily bookings at major Online Travel Aggregators (OTAs)
• Daily ticket prices for all major airlines
• Aggregated trade flow data from ITG

We follow daily ticket prices on up to 70% of all tracked routes and use our massive pools of data to reveal airline revenue trends. Our team of statisticians, financial analysts, and computer science experts triangulates the data into sophisticated models that reveal the hidden drivers that provide unique insight into the Airline industry.

Data

• Yield per RPM and revenue per ASM estimates by company
• Passenger revenue estimates by company
• Total operating revenue estimates by company
• Trends for each company’s hubs and busiest routes
• Analysis of routes with large year-over-year changes in yield per RPM
• Performance of business travel fares versus leisure fares

Regions we cover

• United States

Companies We Cover

Syndicate Reports: AF, ALK, AMR, DAL, IAG, JBLU, LCC, LUV, RYAAY, UAL

Custom Reports: Airline Pricing Update, Additional Airline Pricing Models

ITG uses credit card transactional data from an anonymous consumer panel representing hundreds of millions of credit, debit and online banking transactions—to calculate average revenue per user figures for all the leading companies. In addition, our senior analysts factor in historical credit card data dating back to January 2008 to put trends in context and reveal the key factors behind performance in the short and long term.

Data

Break down our cable and satellite data by geographic location (state, country, or city):

• Average revenue per user (ARPU)
• Market share in select markets
• Top markets by provider in key regional markets
• Price buckets by carrier

Regions we cover

• United States

Companies We Cover

Custom Reports: CHTR, CMCSA, CVC, DTV, DISH, SIRI, TWC, U-Verse (T)

We provide meaningful insight into real-time consumer preferences you won’t find anywhere else, giving you transparency into volume and pricing by category, manufacturer, and SKU. We mine vast amounts of data in real time from over 26 million Internet shoppers. Our team of consumer technology experts then analyzes the data to identify the drivers that influence a company’s performance.

Data

• Rankings of the technology’s most popular products
• Rankings of a company’s most popular products
• Share of market activity by company
• ASP trends for companies and categories
• ASP per MB and average density for flash (by company and category)
• North American iPod unit volume and sales trends
• Intel versus AMD penetration into Dell across desktops, notebooks, and servers
• Garmin versus TomTom market share in North America
• Share of consumer electronics’ market activity Market share and ASP trends for dominant companies
• Access to exclusive data from thousands of independent wireless stores (authorized dealers) in the US and Canada

Our custom reports track all relevant metrics for any company or category:

• Intelligence on new products, tracking early results and success in the market, trends in ASP, and the impact on the category and competitors
• More in-depth analysis of the consumer electronics market
• Smart, data-driven intelligence on individual categories, companies, and products not yet covered by our syndicated research
• Frequent updates on company performance

Regions we cover

• United States
• Asia

Companies We Cover

Syndicate Reports: AAPL, GRMN, LOGI, MMI, RIMM, SNDK, TOM2

Custom Reports: ACER, HPQ /PALM, HTC, HUAWEI, KYO, LG, MOT, NOK, PANTECH, SAMSUNG, SONY-ERICSSON, NTGR, ZTE, Consumer Tech Trends, Flat Panel TVs, Handsets, LCD TVs, Logitech Trends, PC Monitors, PC Processors, Video Cards

Our experienced energy analysts have managed energy companies, drilled wells, supervised production, and closed deals. We cover North American oil and gas exploration and production as well as select international activity, analyzing public and private companies, legacy and emerging plays, oil sands development, government regulatory initiatives, and macro economic trends.

Deliverables

• Detailed Energy Activity Maps combining geological, operational, production, financial and regulatory insights
• Event-driven Energy Alerts that summarize the news and look at its potential impact
• In-depth reports on industry trends (Energy Analyst’s Corner)
• Energy Pre-Trade reports, which look at a single aspect of a company’s operation that could affect buy/sell decisions
• In-depth valuations (Energy Expert’s View) of companies and markets
• Energy Play Reports describing local area analysis
• Operational performance reports (Energy Compass) balancing relative strength and 1P valuations relative to share price
• Commodity-focused macro reviews (Energy Natural Edge and Oil Reports) from ITG’s Chief Economist
• Quarterly climate-related Energy Weathervane reports for business and investors from Evelyn Browning-Garriss

Regions we cover

• United States
• Canada

Companies We Cover

Syndicate Reports: AAV, APA, APC, ARN, ARX, BG, BKX, BNE, BNK, BNP, BXE, CHK, COG, COP, CRZO, CVX, CXO, DAY, DEE, DVN, EOG, EP, EQT, ERF, GFS, HK, KOG, LNG, MEG, MRO, MUR, NAE, OPC, PBN, PGF, POU, PWT, NFG, NFX, OAS, PETD, PVA, PXD, REXX, ROSE, ROZ, RRC, SD, SM, STP, SWN, TAO, TLM, UPL, VET, VRO, WLL, WMB, XCO, XEC

ITG collates massive pools of credit card transactional data from an extensive and anonymous consumer panel. The panel is comprised of hundreds of millions of credit, debit and online banking transactions dating back to January 2008. Our analysts apply rigorous and innovative methodologies to reveal the key factors that influence financial performance.

Data

Break down our data by geographic location:

• Estimated reported sales by company
• National dollar share by banner
• Average basket size

Customized reports dig deeper into our existing data:

• Impact of new product initiatives; the frequency of shopping before and after the initiation of a new product; e.g., What is the impact of Target’s PFresh initiative on various grocers?
• The effect of new stores on particular markets; e.g., What effect will a new Wal-Mart Supercenter have on a particular grocer by state or zip code?
• More frequent updates (weekly, biweekly) on company performance
• Longer-term trend analysis than provided in our monthly syndicated reports (such as beyond the upcoming quarter)

Regions we cover

• United States

Companies We Cover

Custom Reports: Ahold (Giant Food, Stop & Shop), H-E-B Grocery Stores, The Kroger Company [KR] (Fred Meyer, Kroger, Ralphs, Fry’s Food ([State-Level Only]), Ruddick Corp. [RDK] (Harris Teeter), Safeway Inc. [SWY] (Safeway, Vons), SUPERVALU Inc. [SVU] (Albertsons), Trader Joe’s, Whole Foods Market Inc. [WFM], Winn-Dixie (WINN)

To reveal hidden drivers in the medical technology space, we accrue massive pools of data. ITG has an exclusive partnership with the largest independent data source of hospital purchases of medical devices. This real-time data, received monthly, represents more than 500,000 transactions each month from an average of 125 hospitals nationwide. This data set captures 1700+ companies with a value of over six billion in annual sales across all major categories.

Data

• Access to transactional data from one of the largest independent data sources for medical device transactions
• Tracking of more than 500,000 medical device transactions monthly from an average of 125 hospitals nationwide
• Sample representing $6.0B+ in annual sales across all major categories
• SKU level monthly sales data from the largest sample of purchase orders in North America and archived back to 2009

Regions we cover

• United States

Companies We Cover

Syndicate Reports: EW, JNJ, MDT, STJ, TRNX, ZMH

Expected Coverage Universe: ABT, BSX, SYK

We track more than 10 million Internet users worldwide and collect transaction data from approximately 1.5 million Internet users and monitor keyword pricing on a daily basis. Our team of computational finance, statistics, and computer science specialists incorporates the data into sophisticated models that provide unique, data-driven insight into the Internet sector.

Deliverables

Our analysis focuses on metrics such as unique visitors, page views, conversion rates, ASPs, and search engine traffic. We track:

• PPC for approximately 75,000 keywords and millions of keywords for tracking advertising coverage
• 100% of all eBay listings
• 15mm completed eBay auctions each quarter to derive ASPs, conversion rates, and revenue per listing
• Registrations for subscription-based services
• 100% of all job listings for the major job listing sites
• Bookings at major Online Travel Aggregators (OTAs)
• Credit card transactional data from an extensive and anonymous consumer panel, representing hundreds of millions of credit, debit cards and online banking transactions.

We can provide intraquarter reports for key sub-sectors, including company reports for Internet Media, ecommerce, and Online Travel, ecommerce macro reports, banner ad macro reports, US Internet traffic reports, and much more.

Regions we cover

• United States
• Asia

Companies We Cover

Syndicate Reports: AMZN, AWAY, DHX, EBAY, EXPE, FB, GOOG, GRPN, LNKD, MELI, MWW, OSTK, PCLN, YHOO, eCommerce Macro Report& YHOO Monthly US Search Report, Monthly US Internet Traffic Report

Premium Reports: CSTR, NFLX, NILE

Custom Reports: APOL, Chinese Internet Traffic, Coupons Inc., CPLA, CROX , CTCT, EHTH, Eventim, EXPN, FLWS , FTD, GSI Commerce, IACI, LOGM, LOOP, MAIL.RU, MELI, MOVE, NHN, NTRI, OMTR, Online Travel Aggregators, OPENRambler, REDF, RKUNF, RMV, RST, SFLY, Seloger, SNI, SSP, UNTD, VPRT, WBMD, WTW, XOXO, Yandex, Search Volume Report, Top 50 Sites Weekly, Weekly Retail Report, Weekly Travel Report

ITG monitors game usage at Nevada, Mississippi, Louisiana, Macau and Singapore casinos every day—tracking the behaviors of nearly 40 million casino patrons annually. We identify long-term trends for markets, companies, and casinos, using our 15-plus years of exclusive back data. We also monitor the impact of new casinos and special events on particular markets, revealing hidden opportunities even the most savvy investors might miss.

Data

• Net revenue estimates by company and property (historically accurate to within 1.7% of actuals)
• Share of market activity and revenue by property
• Trends in game occupancy
• Fair share—our measure of a casino’s actual share of activity adjusted for its share of capacity
• Company and individual property trends

Regions we cover

• United States

Companies We Cover

Syndicate Reports: BYD, Caesar’s Ent., Galaxy Ent., ISLE, LVS, MCRI, MGM, MPEL, PENN, PNK, SJM Holdings, Station, WYNN

Custom Reports: Analysis of Recent Macau, Singapore, Strip and Locals Markets Trends

ITG delivers real-time cruise ticket pricing intelligence unavailable to the public. Based on more than 1,100 cruises per quarter and daily ticket price data on four different cabin types, our in-depth analysis of all the major cruise lines offers exclusive insights into this ever-changing market sector.

Data

• Net yield guidance estimates by company, historically accurate within 100 bps of actuals
• Commentary on forward quarter yield trends versus guidance and Street expectations
• Analysis of cruise ticket price trends by brand, itinerary, date of booking, or number of days prior to sailing

Regions we cover

• United States

Companies We Cover

Syndicate Reports: CCL,RCL

Custom Reports: Cruise Ticket Price Trends, New Capacity Pricing Analysis (e.g. Oasis Class ships), Preliminary Net Yield Trends

Our analysts and proprietary methodology reveal key factors that influence financial performance, including company-specific analysis, regional and pricing trends, best opportunities, and underperforming markets and brands. Our insights are based on thousands of points of hotel data per day—exclusive analysis that predicts average daily room rate (ADR), revenue per available room (RevPAR), and company-specific analysis by region, state, city, brand, segment, and property.

Data

• Detailed room rate data analyzed by brand, chain scale and location
• Discussion of the key RevPAR drivers such as projected ADR versus occupancy growth and the strength of business travel versus leisure
• Implications of current ADR and RevPAR trends for the longer term
• Examination of our proprietary room reservation data to provide a forward looking outlook for occupancy rates and the lodging booking window

Regions we cover

• United States

Companies We Cover

Syndicate Reports: CHH, H, HOT, MAR, WYN

Custom Reports: Forward-looking Lodging ADR and RevPAR Trends

Our proprietary data sets provide a window into inflection points in game activity, adoption rates, shifts in share, and consumer spending patterns.

Data

Our monthly, quarterly, and ad hoc reports utilize metrics from three data sets:

• Proprietary in-game tracking includes:
  • Peak concurrent user (PCU) to measure user count
  • Average concurrent user (ACU) to measure subscription-based games’ performance
• In real-time and longitudinal surveys, our select gamer panel measures:
  • Average spending to measure a games’ revenue contribution
  • Playing time to measure actual activity
• Our nationwide panel of 50 million users from major ISPs in China gives us further insight into gamer activity and consumer spending patterns.

Regions we cover

• Asia Pacific

Companies We Cover

We cover companies listed in US, and HK, which derive at least 35% of corporate revenue from online gaming.

Syndicate Reports: 700, NTES, GAME, SOHU, PWRD, GA, 388, 300052, 777, KONG, NCTY, RENN, TAOM

ITG collects and analyzes unique data for 38 major markets and all publically traded US homebuilders, tracks rental prices and availability on a square-foot basis for all REITs, and follows existing home list pricing and inventory data for nearly 75% of all homes available to be sold.

Data

We collect raw data at the address level and aggregate for all ZIP codes and major US cities. In our syndicated reports, we analyze millions of points of project-level data, and then correlate by company and region.

Homebuilders:

• Project level homebuilder data from 1,600 builders and 5,000 communities in 38 major markets.
• Weekly tracking of sales, absorptions, traffic and conversions on a project level.
• Closing volume and price for all major metro areas nationally – by builder and project.
• Daily monitoring of prices, inventory, and community counts for all major public builder websites.

Apartment REITs:

• Daily tracking of rental prices and availability on major apartment REIT websites.

Macro Real Estate Data:

• Daily scraping of over 1.5 million home listings online at address level detail.
• Existing home price and inventory data for nearly 75% of all homes available to be sold.
• Price-to-rent ratios for every major metro in the US – down to the zipcode.
• Daily monitoring of rent offerings on major rental listing sites in 300+ metro markets

Custom reports are available in any market for which we collect data, including:

• Deeper dives on companies we cover
• Requests for custom-tailored field intelligence
• Information on private builders
• Data on builders not currently on our syndicated coverage list

Regions we cover

• United States

Companies We Cover

Syndicate Reports: BZH, DHI, HOV, KBH, LEN, MDC, MTH, NVR, PHM, RYL, SPF, TOL

Custom Reports: Deep Dives in Granular Market Data, Existing Home Price and Inventory Data

ITG collates massive pools of credit card transactional data from an extensive and anonymous consumer panel comprised of hundreds of millions of credit, debit, and online banking transactions dating back to January 2008. Our analysts apply rigorous and innovative methodologies to reveal the key factors that influence financial performance.

Data

All of our restaurant data can be broken down by geographic location (state, county,

or city) and includes:

• Top-line metrics estimates include CBRL (revenue), CMG (comparable store sales,revenues and average ticket), DRI, PNRA and RRGB (reported revenue and average check), and SBUX (company-operated retail sales and average check)
• Coffee & Pastry—Average transaction size (including Y/Y growth) for Starbucks, Peet’s Coffee and Dunkin’ Donuts
• Quick Service—Average transaction size (including Y/Y growth) for Arby’s, Burger King, Chipotle,Domino’s Pizza, KFC, McDonald’s, Papa John’s, Pizza Hut, Sonic, Subway, Taco Bell, and Wendy’s
• Casual Dining—Average transaction size (including Y/Y growth) for Chili’s, Cracker Barrel, Olive Garden, P.F. Chang’s, Red Lobster, Ruby Tuesday, and T.G.I. Fridays

Regions we cover

• United States

Companies We Cover

Syndicate Reports: BKW, CBRL, CMG, DRI, MCD, PEET, PNRA, SBUX

Custom Reports: Coffee & Pastry—DNKN, JMBA, PEET, SBUX; Casual Dining—EAT, PFCB, RT, T.G.I. Friday’s; Quick Service—Burger King, DPZ, MCD, PZZA, SONC, Subway, WEN, YUM

ITG has access to credit card transactional data from an extensive and anonymous consumer panel. The panel is comprised of hundreds of millions of credit, debit and online banking transactions dating back to January 2008. Our analysts apply rigorous and innovative methodologies to reveal the key factors that influence financial performance.

Data

Break down our data by geographic location (state, country, or city):

• Estimated reported sales by company
• National dollar share by banner
• State-level dollar share by banner (CA and AZ)
• Average basket size

Custom reports include deeper dives into our existing data:

• Impact of new product initiatives; the frequency of shopping before and after the introduction of a new product
• The impact of new stores on particular markets; e.g., What effect will the opening of a new Walmart Supercenter have on another deep discounter by state or zip code?
• More frequent updates (weekly, biweekly) on company performance
• Longer-term trend analysis than provided in our monthly syndicated reports (such as beyond the upcoming quarter)

Regions we cover

• United States

Companies We Cover

Syndicate Reports: DG, DLTR, WMT

Custom Reports: BIG, BJ, COST, FDO, TGT

Our expert analysts mine vast amounts of data in real time from a variety of sources. We analyze it to reveal the key factors that influence financial performance and deliver it in a timely fashion through our syndicate, custom, and primary reports.

Data

• Primary research of store managers and consumers for transparency into intraquarter store trends
• Web harvesting capabilities for real-time insight into retailer product trends
• Daily weather data (ZIP code level)
• DMV registration data collected from all 50 states
• Daily inventory data from more than 500 new and used car dealerships
• Dealer rate sheets
• Online order indices offering ability to track on demand

Regions we cover

• United States

Companies We Cover

Syndicate Reports: Auto Dealers: AN, KMX; Auto Parts Retail: AAP, AZO, ORLY; Consumer Electronics Retail: BBY, RSH; Home Improvement Retail: HD, LOW; Office Supply Retail: SPLS; Specialty Retailers: PETM

Our dedicated softline research team utilizes proprietary and innovative data extraction methodologies designed specifically for this sector. We mine vast amounts of sales, pricing, and finance data and analyze granular data for thousands of data points per day.

Data

• Pricing insights. Our web harvesting capabilities yield real-time insights into retailer product trends—insights you can use to spot pricing trends, discounting patterns, and product mix changes
• Daily weather data. ITG matches zip codes to store locations to correlate weather patterns with short-term sales trends
• Primary research. We survey store manager and consumers, including trends for sales, inventory, category strength/weakness, customer traffic, and staffing levels for individual stores
• Credit card data. We have access to credit card data from an extensive anonymous consumer panel, representing hundreds of millions of credit, debit and online banking transactions.

Regions we cover

• United States

Companies We Cover

Syndicate Reports: AEO, ANF, ANN, ARO, BID, GPS, HOTT, URBN, ZUMZ

Custom Reports: ANN, CACH, COH, CROX, CWTR, DECK, DLIA, JOSB, LTD, NWY, TIF, TLB, WTSLA

ITG collates massive pools of exclusive data from thousands of independent authorized wireless dealers in the US and Canada, including millions of transactions per year. Our analysts apply rigorous and innovative methodologies to reveal the key factors that influence financial performance.

Data

All data can be broken down by geographic location.

• Wireless carrier in each device transaction
• Device type—handsets vs. mobile broadband
• Device manufacturer
• Device model
• Retail price, wholesale cost, and subsidy of handset
• Contract monthly recurring charge
• Customer type—new activations vs. existing customer upgrades
• Accessories purchased

Regions we cover

• United States
• Canada

Companies We Cover

Syndicate Reports: LEAP, PCS, RCI, S, T, TU, VZ

Custom Reports: BCE, MBT:TO, T-MOBILE, USM

ITG covers virtually all the major software and hardware video game producers. To reveal hidden financial drivers, we mine massive pools of exclusive data. We track data drawn from over 100 million video game consumers via our proprietary panel of Xbox Live and Playstation Network users. This data provides insight into video software purchase activity and gameplay. We also access 100% of eBay’s completed auctions for insight into new and used game and console unit sales and ASPs for the US, the UK, and Germany.

Data

• Comparison of games by titles by competing publishers
• Frequent updates on company performance
• Historical comparisons of sequels to determine an accelerating or decelerating franchise

Our analysts dissect this data to reveal the factors that influence financial performance in real time, including:

• Pre-game release trends by specific game title
• Penetration rate by title in our panel of on-line gamers
• Real-time game-playing behavior
• Comparisons of sequels to determine an accelerating or decelerating franchise
• Real-time video game console sales trends

Regions we cover

• United States

Companies We Cover

Syndicate Reports: ATVI, ERTS, NTDOY, SNE, THQI, TTWO, Macro Update of Video Game Industry, Software and Hardware

Custom Reports: MSFT, Playstation Traffic Report, Video Game Console Report, Xbox Live Panel Penetration Analysis

We produce custom reports for select companies outside our syndicated analyst coverage universe, including:

BBBY, CAR, CRM, DKS, DSW, FDX, LTM, MED, PETS, PSS, UHAL, ULTA, WTW