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?

Join the investment community and start your week with market insights seen through the lens of alternative web data.

Tapestry slashes deals, adds staff - and now the Coach owner could be back

3 months ago by Jon Marino in Retail

It's been a tough year for Tapestry ($NYSE:TPR), the parent company of brands Stuart Weitzman and Coach, and the stock has been beaten up losing nearly a quarter of its value over 2019. But, brighter days may be ahead. The company will report earnings on October 29 and analysts tracked by Zacks Investment Research are expecting EPS of $0.36 from the brand conglomerate. 

Tapestry is growing - and in some interesting places. Overall, job postings rose nearly 25% over the third quarter. And where postings have grown the most could highlight some of Tapestry's strategies. "Outlet" hires were up the most, growing 35% (not shown) across the company for the quarter.  

Outlet expansion may signal a move downmarket, but Tapestry isn't too inclined to cut you a bigger discount these days. This interesting paradox is made apparent in the chart above, which tracks the company's discounts offered over time. On the web, discounts have fallen about 10% since the start of the second half. 

Our last chart sums up a global look at the brand conglomerate's stores. Tapestry's Coach and Stuart Weitzman (a popular footwear brand) locations dot the globe, touching most continents (zoom in for better details by city). Although the company's shares have had a rough go of 2019, a Wells Fargo analyst calls the stock a "contrarian" play, and the data may support the call. 

About the Data: 

Thinknum tracks companies using the 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?

Jon Marino

Jon Marino is Thinknum's finance editor, covering the impacts of alternative data on public companies and investors. Prior to joining Thinknum, Jon worked in the ...

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.