Articles

Sycamore cuts Chico's bid - our data found falling engagement online

By Jon Marino, May 13, 2019
Florida-based women's retailer Chico's is under pressure from a private equity firm that reduced its buyout offer - our data shows key pain points for the company.
Florida-based women's retailer Chico's is under pressure from a private equity firm that reduced its buyout offer - our data shows key pain points for the company.

Why Tapestry, the maker of Coach handbags, is beloved by analysts

By Jon Marino, May 10, 2019
Using online-only metrics doesn't paint the complete picture of women's fashion company Tapestry - you have to get the data on its brick-and-mortar locations to understand its potential.
Using online-only metrics doesn't paint the complete picture of women's fashion company Tapestry - you have to get the data on its brick-and-mortar locations to understand its potential.

David Einhorn bets AerCap stock will take off - three charts explain why

By Jon Marino, May 6, 2019
David Einhorn is betting on AerCap stock, with the expectation the airplane lessor will benefit from an industry that is getting more consumers and less cyclical market exposure.
David Einhorn is betting on AerCap stock, with the expectation the airplane lessor will benefit from an industry that is getting more consumers and less cyclical market exposure.

Airbnb's growth across the web threatens Marriott and the hotel industry

By Andrew Thompson, Oct. 15, 2018
Marriott International may claim the largest hotel chain in the world, but with a killer app and growing website traffic, Airbnb is coming after the entire industry.
Marriott International may claim the largest hotel chain in the world, but with a killer app and growing website traffic, Airbnb is coming after the entire industry.

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