[Whitepaper] From Tradition to Transformation: Long-Term Strategies Embrace Alternative Data
This whitepaper delves into the transformative potential of alternative data for long-term investment strategies, illustrating the power of alternative data through four compelling case studies:
Chewy (CHWY): Learn how consumer panel data revealed rising churn rates from the early pandemic cohorts, flagging challenges in customer retention that management corroborated later.
Stitch Fix (SFIX): Discover how email receipt data indicated early cannibalization within their Direct Buy program, signaling a potential strategic misstep.
Domino's Pizza (DPZ): See how consumer email receipt data supported a positive outlook for Domino's partnership with UberEats, highlighting incremental new customer acquisitions and higher average order values.
Copart (CPRT): Explore how web-scraped data exposed significant market share shifts in the salvage auction space, impacting the dynamics between CPRT and IAA.