Thinknum Alternative Data
Request Demo
Thinknum Login
Questions answered using Thinknum

Fundamental Investors

How many cars has Carmax sold this week compared to the same week last year?

How is foot traffic at Chipotle changing YoY?

What are the industrial companies that are growing and hiring the most?

Quantitative Analysts

How are the number of Twitter followers a leading indicator for company performance?

How are the number of LinkedIn employees a leading indicator for company performance?

Business Inteligence

Which private companies are getting their products picked up by major retailers?

Which private healthcare companies are hiring the most?

Which tech startups are getting the largest increase in mobile app downloads?

MAC and Estee Lauder buoyed by positive data as earnings crush estimates

2 months ago by Bobbi-Jeanne Misick in Markets

In the early aughts, the pop music blasting from the MAC cosmetics counter could be heard above everything else on the ground floor of your local department store. This was pre-great-recession. And good times are back - shares soared more than 10% Monday August 19 after Estee Lauder ($NYSE:EL) topped earnings expectations soundly. The company also boosted guidance when it revealed the big beat. 

It's a bit of a surprise for investors - MAC is known for has somewhat been replaced by the Gen Z-ers love of the dewy, iridescent vibe that younger brands like Milk Makeup and Glossier – heavily advertised on Facebook ($NASDAQ:FB) and Instagram – provide.

According to Zack’s Investment Research, the EPS forecast for the quarter ending in June 2019 is $0.53 – down nearly 15 percent from the prior-year-quarter EPS of $0.61.

Despite this projected dip, Estee Lauder is still a leader in the cosmetics group of consumer goods. Recent acquisitions of millennial favorites BECCA and Too Faced, keep EL’s portfolio fresh. As for MAC tastemakers may not be using the brand for their Facebook live makeup tutorials or touting its bold colors as much as they were last year.

Other data is looking healthier - with moderate job posting gains over the quarter. 

Still, MAC’s expanding store count shows confidence that there’s room for revenue growth. Consumers still want to walk in to stores feeling like Britney’s shy “Not a Girl, Not Yet a Woman” and strut out feeling like Beyonce’s fierce “(Girls) Run the World.”

About the Data: 

Thinknum tracks companies using information they post online - jobs, social and web traffic, product sales and app ratings - and creates data sets that measure factors like hiring, revenue and foot traffic. Data sets may not be fully comprehensive (they only account for what is available on the web), but they can be used to gauge performance factors like staffing and sales. 

Further Reading: 

Join the businesses who have begun to edge out competitors by scouring the web for alternative data.

Request demo
Ready for a personalized tour?

Bobbi-Jeanne Misick

Bobbi-Jeanne Misick is a Journalist/writer based in New York City and a former assistant Editor at ESSENCE.com. She has covered pop-culture, international human r...

Request a demo

We would love to show you how Thinknum will benefit your investment process. To get started, fill out the form and we'll contact you shortly to schedule your demo.

Get Thinknum Media in your inbox

Start the day off with our Weekly Digest.