Syndicated, custom, and proprietary reports and data
Our research methods, data, and analysis produce unique, data-driven insights on the U.S. economy, individual industries and investment areas, and companies.
Consumer Goods and Services
Our proprietary data consists of a daily extended consumer transaction panel of over 3 million users and anonymized transaction level data from over 4 million accounts. From there, our analysts apply rigorous and innovative methodologies to reveal the key factors that influence financial performance in this sector.
Restaurants and GrocersGrocers
Syndicated Coverage: KR, TFM, WFM Custom Coverage: Average check size and market share changes published monthly for 38 grocersRestaurants Syndicated Coverage: BJRI, BWLD, CAKE, CBRL, CMG, DPZ, DRI, MCD, PNRA, SBUX Custom Coverage: Average check size and market share changes published monthly for 68 restaurants
Syndicated Coverage: BYD, LVS, MGM, PENN, PNK, WYNNCruise Lines Syndicated Coverage: CCL, RCL, NCLHParks and Recreation Syndicated Coverage: FUN, SEAS, SIX
Syndicated Coverage: AN, AZO, BBY, HD, HOG, KMX, LOW, WSMSoftlines Syndicated Coverage: AEO, ANF, CRI, EXPR, FRAN, MW, PLCE, URBNDepartment Stores Syndicated Coverage: JCP, JWN, KSS, MDiscounters Syndicated Coverage: DG, DLTR, WMTSpecialty Syndicated Coverage: COH, DSW, FL, GNC, KORS, LULU, SBH, VSI, WTW, ULTA
Custom Coverage: ADT, ASOS, BID LTM, MED, PETS, SODA
Technology Hardware & Equipment, Semis, Cloud
We track click-through rates and real-time pricing data, as well as use a daily consumer transaction panel and point of sale data set to provide full transparency into the latest trends in technology, products, mobile purchasing behavior, and brands.
Technology Hardware and EquipmentConsumer Technology
Syndicated Coverage: AAPL, BBRY, SAMSUNG
MediaCable and Satellite
Syndicated Coverage: CHTR, CMCSA, CVC, DISH, DTV, SIRI, TWC, WWE
Syndicated Coverage: RCI, S, T, TU, USM, VZ Custom Coverage: BCE, TMUS
Internet and E-CommerceInternet
Syndicated Coverage: AMZN, AWAY, EBAY, ETSY, EXPE, FB, GOOG, GRPN, GRUB, LNKD, MELI, NFLX, OUTR, SFLY, W Custom Coverage: PChinese Internet Custom Coverage: Autos, B2B, Business/Finance, Community, Corporate Presence, E-Commerce, Entertainment, Games, Internet Advertisement, News and Info, Online Dating, Online Recruiting, Portals, Real Estate, Search, Services, Social Media, Telecom, Travel, Web NavigationSecurity and Surveillance Custom Coverage: ADT, LOCKVideo Games Syndicated Coverage: ATVIChinese Internet & Online Gaming Syndicated Coverage: BABA, CTRP, CYOU, JD, JMEI, Tencent (0700.HK), NTES, VIPS
ITG collects and analyzes unique data for major markets and all publicly traded US homebuilders, tracks rental prices in 20 major markets, compiles Price-to-rent ratios for every major metro in the US—down to the zipcode, and follows existing home list pricing and inventory data for nearly 75% of all homes available to be sold.
Construction & MaterialsHomebuilders
Syndicated Coverage: BZH, DHI, HOV, KBH, LEN, MDC, NVR, PHM, RYL, SPF, TOL Custom Coverage: Constructive Insights – This template shows weekly aggregate and builder-specific weekly trends for absorption rates, traffic, pricing for floor plans and specific home inventory
Our macro data covers everything from employment, consumer, housing, business activity and transportation. We scour the internet for job posting and job-related ads, utilize an anonymous consumer transaction panel to track consumer spending and even analyze daily weather data to glean insight into daily shopping habits.
Economics and StrategyEconomics
Weekly Tracking Report A weekly report analyzing the economy’s direction using high-frequency proprietary data Morning Note Occasional updates offering analyses of current economic and capital market trends using proprietary data