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

How is foot traffic at Chipotle changing YoY?

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

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

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Join the investment community and start your week with market insights seen through the lens of alternative web data. job listings drop 36% as it preps earnings, Expedia and TripAdvisor are up

4 months ago by Jon Marino in Earnings ($NASDAQ:BKNG) and its web of subsidiaries have turned the travel services website into a cash cow for investors -  but now job-listings data shows it lagging behind competitors.'s job postings web site - which carries more postings than the companies subsidiaries - has seen a precipitous plunge in postings over the second quarter, with earnings on the way this week - 36% fewer postings, judging by the company's alternative data. will report earnings August 7 and analysts are looking for EPS $22.80 per share. Top competitors Expedia ($NASDAQ:EXPE) and TripAdvisor ($NASDAQ:TRIP) aren't sharing in the trend - TripAdvisor, in particular, has seen a sharp rise in job postings throughout the quarter. 

Further, Expedia - not shown - also recorded an increase in job postings of 10% in the second quarter. 

Often, job postings translate to growth, even stock performance, and shares' rise are foreshadowed by a rise in hiring. But, especially with travel services, this rule goes out the window. TripAdvisor shares are down 22% so far year to date - but, the company's job postings rose 20% in the second quarter alone, part of a year-long trend that flies in the face of its share prices. 

But it's a little too early to believe the sky is falling at The company's subsidiaries include OpenTable, Kayak, and - of course - Agoda, which focuses on Asian markets. And, some of them, are flashing positive data trends - like Agoda, our final chart. Still - shares are only up 3% this year, and lagging market benchmarks in 2019. 

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: 

Uber is ready to start moving some serious weight

Amazon accelerates hiring for Amazon Air as it looks to sidestep UPS, Kalitta, and FedEx

Shake Shack backers should be pumped for these three charts

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

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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 ...

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