Our Latest Investment Research
Driven by Alternative Data
Popeyes’ Squandered Opportunity
Popeyes’ Squandered Opportunity
Chick-fil-A and KFC are Picking Up the Demand After Popeyes Runs out of Its Popular Chicken Sandwich
Tesla Delivered More Vehicles in January than Reports Suggest
Tesla Delivered More Vehicles in January than Reports Suggest
Our data indicates deliveries were 37% higher than InsideEVs’ estimates
Measuring Chipotle’s New Rewards Loyalty Program
Measuring Chipotle’s New Rewards Loyalty Program
No impact on customer behavior, but null results are still results
Signs of Progress at Family Dollar
Signs of Progress at Family Dollar
Our alternative data is picking up early signals of traffic improvements at Family Dollar stores
Tesla’s US Q1 Deliveries are Surprisingly High (so far)
Tesla’s US Q1 Deliveries are Surprisingly High (so far)
Alpha Hat’s data for the first couple weeks of the year shows that Tesla continues to deliver a surprisingly healthy number of vehicles in…
Burger King’s “Whopper Detour” Had Minimal Impact on Physical Traffic
Burger King’s “Whopper Detour” Had Minimal Impact on Physical Traffic
Product launches and promotions are two good cases of what can be measured with Alpha Hat’s alternative data. As one example, Burger King…
Tesla Q4 Half-Time Report: Data Shows the Ship has Steadied
Tesla Q4 Half-Time Report: Data Shows the Ship has Steadied
Tesla may have been within single-digit weeks of death earlier this year, but Alpha Hat’s research and proprietary data shows that Q4 has…
Visits to Tesla Delivery Centers More Than Doubled in Q3
Visits to Tesla Delivery Centers More Than Doubled in Q3
The end of a pivotal quarter is fast approaching for Tesla. The company is expected to release Q3 production and delivery numbers early…
BI-LO, Holiday Inn Resorts and Bojangles’ Amongst the Brands to Be Hit Hardest by Hurricane…
BI-LO, Holiday Inn Resorts and Bojangles’ Amongst the Brands to Be Hit Hardest by Hurricane…
With Hurricane Florence expected to make landfall by Friday, we used our realtime foot traffic data to assess which brands would be most…
Old Navy: Store Improvements and Promotional Activity Driving Traffic
Old Navy: Store Improvements and Promotional Activity Driving Traffic
We publish a weekly traffic monitor to our clients. As an example, this snippet from our most recent monitor has an interesting takeaway…
Tesla Store Demographics: More Like Ferrari than Audi
Tesla Store Demographics: More Like Ferrari than Audi
Tesla Motors is on a mission to build the first affordable electric vehicle with Elon Musk’s promise of a $35k Model 3. This is a car aimed…
Amazon’s Prime Member Discounts Fail to Drive Traffic at Whole Foods
Amazon’s Prime Member Discounts Fail to Drive Traffic at Whole Foods
On June 27th, Amazon rolled out nationwide discounts to all Prime members at Whole Foods. Members now receive an additional 10 percent off…
How does Snapchat’s IPO compare to other tech companies?
How does Snapchat’s IPO compare to other tech companies?
These are the results so far. While Snap Inc. has fallen back beneath IPO levels, Facebook’s IPO was initially even more disappointing.
Don’t Bet on a SNAP Booster Shot
Don’t Bet on a SNAP Booster Shot
SNAP(chat) is down almost 20% since its IPO. The company and its 26 underwriters are currently in an SEC enforced quiet period, meaning…
What happens after a period of Low Volatility?
What happens after a period of Low Volatility?
We’ve recently hit 100 days of low volatility (no drop of more than 1%)
What happens to Apple the month after a 5% daily increase?
What happens to Apple the month after a 5% daily increase?
Apple is up over 5% today following their strong Q1 earnings print.
Apple usually performs better before an iPhone release
Apple usually performs better before an iPhone release
Apple stock has historically done well in the 3 months before an iPhone release. In the period immediately after the release, the stock…