BLOOMBERG – How Investors Use Transaction Data to Analyze Changing Consumer Trends Amid High Inflation

How Investors Use Transaction Data to Analyze Changing Consumer Trends Amid High Inflation

In 2022, DTC retailers operated against the backdrop of high inflation, decreasing savings rates, and consumer confidence below the levels recorded in recent years. How did that reflect on their sales performance in the last quarter of 2022? Join us to learn how Bloomberg Second Measure’s short-lag transaction data empowers investors to analyze companies’ financial performance and consumer trends in order to validate investment theses, gain industry insights, and identify fast-growing companies.

Bloomberg Second Measure recently launched a new and exclusive transaction dataset that derives aggregated analytics from billions of purchases. Products built from this panel are based on data available three days after card swipe, offering investors a read on company performance at unparalleled speed.

Discussion Topics:

• Which companies within a given industry are experiencing the most growth in sales or customer counts amid high inflation?
• Are consumers shifting their holiday spending away from premium retailers?
• Are off-price retailers attracting new holiday shoppers, as consumers increasingly look for value?