May 2009
1 post
TickerGraph Beta Goes live
We are helping to promote the new service called TickerGraph.
TickerGraph is a site that relates a company’s customers and suppliers instantly so that you can see the full extent of impact from events like earnings, new product releases, M&A news, etc. instantly in one spot.
Over the next two weeks as the product comes live in a “beta” form anyone can access the service for a free test...
March 2009
1 post
New Product to Complement TickerMine
We are working to bring an important new product to market with our new partner TickerGraph - www.tickergraph.com. The site is the destination for an application that will bring context and show investors in a graphical format all the connections among companies. We believe this product in conjunction with the very powerful insight provided by TickerMine’s primary data research will...
September 2008
2 posts
Shift to Hybrids and Fuel Efficient Vehicles...
TickerMine’s practice of repeating surveys is beginning to produce interesting insights into many industries but particularly the auto market and buyer trends and habits.
While high oil has been well documented and the impacts on truck sales focused on because of their profit contributions to the auto manufacturers, we believe a trend has been missed.
TickerMine has conducted six surveys...
Our Coverage
Everyone can now see the companies we have covered in our research for Tickermine here.
This will give eveyone a chance to see “what’s inside” before signing up for our ever more interesting set of historical and new indusry data.
-Casey
August 2008
2 posts
Coffee Information Central - TickerMine
We’ve become a bit of a coffee company lately. We’ve posted a few reports on Starbucks, Caribou Coffee and Peet’s. We’re getting pretty well versed in the blends and beans.
Our latest report on Peet’s suggests the regular roasts are not knocking their socks off on the West Coast (Peet’s is a Berzerkly based company).
The House Blend Sells Poorly at...
Harley Davidson Roars Back to Life
Harley Davidson (HOG) is one of our earliest companies under coverage at TickerMine. When we began collecting data for TickerMine Harley was one of our first starting back in November of 2007.
The data from HOG dealers was tepid through June of this year when the mood suddenly improved a bit. The upswing in mood and outlook from HOG dealers continues to improve as seen in our most recent HOG...
July 2008
2 posts
How is Drip Coffee Doing at Starbuck's?
TickerMine is observing an interesting trend in our Starbucks research. It appears that despite the buzz about Pike’s Peak coffee that sales of drip coffee are actually slowing.
Here is our report from June 26th:
Starbucks Drip Coffee Sales Slow
43% of employees in a recent Starbucks survey stated that 30%-50% of their customers come in more than four times per week. Sales of plain drip...
Economic Weakness Impacts Auto Body Shops, Service...
TickerMine surveyed 50 Macco auto body shops across the U.S and 50 oil and transmission stations like Jiffy Lube and Pep Boys. The well documented fall in new car sales in might suggest that business would be increasing for the auto maintenance and repair market.
TickerMine found that 50% of Maaco locations contacted reporting that business was down over the past few months, while 44% business had...
June 2008
1 post
Good Data, Good Results, Poor Stock Performance
Sometimes good data doesn’t lead to a valuable outcome. We saw an example of that this past week at TickerMine. We posted a story on LuLu Lemon Athletica Inc. (LULU) that showed very strong average sales, lots of repeat customers and modest discounting. We thought the story pointed to a positive quarterly report for the company. In fact LULU did post 10% more revneues than analysts...
May 2008
9 posts
TickerMine Brings Stock Selection Back into Focus
There is an interesting blurb on a marketwatch blog here. The blog highlights three retail ETF’s and the earnings results of some of its components. The key point was Sears got killed while some other names are doing good. The net result is a middling performance for the ETF versus the strong names in the sector. The ETF’s were up today about 1%-1.5%. Good names, like LULU on our...
LuLu Lemon Looks Strong as Summer Approaches
Our second survey on LULU is proving to be positive just like the first. We find it interesting that the average price for purchases is over $100 and that most products are bought at full price, not on significant discounts like we saw happening with Dicks Sporting Goods (see TickerMine and search under DKS). LULU’s stock is showing a recognition of this trend and we hope that readers are...
High End Jeans Still Hold Up Despite Economic...
TickerMine keeps working to alert readers to trends in the real economy with our primary data service. One of the more interesting segments right now in the retail space is the high end jean product category. We have just posted two stories to TickerMine with results showing that demand remains strong for high end jeans in general and specifically for Joe’s Jeans and True Religion jeans....
Retail Surveys Prepare Investors for "Unexplained"...
Hello everyone. We are at the tail end of earnings and TickerMine continues to put out very interesting, but more importantly, predictive stories on a large range of retail and consumer companies. Last week we posted a positive report on Liz Claiborne stores. We saw that 62% of our survey respondents were saying that business was better than the year before. Liz Claiborne reported earnings this...
Women's Clothing Selling Well at JC Penney, but...
TickerMine’s most recent survey of JC Penney stores finds that 66% of respondents report that “Women’s Clothing” is the top selling category of items in their stores. “Chidren’s Apparel” as a category was ranked by 9% as the top selling group of items. 40% of respondents reported that business was the same as last year at this time, while 14% cited slower...
Harley Sales Flattening?
24% of Harley Davidson dealers in our March survey characterized sales as worse than last year, up slightly from our February survey (23%) and November survey (20%). 38% say business is the same, up from 31% in February, and 38% reported that business is better this year, down from 46% in February. The Sportster was cited as the best-selling model by 48% of those polled, jumping from 33% in both...
Customer Spending $50 or More Per Trip, Repeat...
In TickerMine’s survey of Lululemon stores we found that most shoppers spend over $50 per visit and that a majority of Lululemon store representatives believe that most customers are repeat customers to their store. TickerMine’s survey showed that 45% of customers spent $50-$75 per store visit and that 37% spent $75-$125 per store visit. There were no responses below $40 in our survey....
Cheesecake Factory Reporting Shorter Wait Times...
Cheescake Factory restaurants are reporting shorter wait times and smaller checks on average compared to last month. Tickermine interviewed employees of twenty-four Cheesecake Factory restaurants and found that the average wait time was less than 10 minutes for seventeen (71%) respondents. Twenty-one (87%) restaurants reported that the average check size for a party of two is between $20 and $50....
Business Strong At Buffalo Wild Wings
In a recent survey of Buffalo Wild Wings restaurants, nearly 48% of the respondents stated that business is up over last year, while only 8% felt business is down. 28% saw no change. The average bill for two is just $21-$30 at 65% of the locations and $31-$40 at 20%. 56% mentioned the menu as the main reason to dine in a Buffalo Wild Wings, and the wings are by far the most popular dish, cited by...
24/7 Wall Street Demonstrates the Value of...
Hello everyone. Some times people ask us why primary point of sale data is important. We believe that point of sale data is very revealing about product and company trends. Apparently the good folks over at 24/7 Wall St. agree. In a herculean piece of work they called about 30 gaming stores and asked questions about Take Two’s new game, Grand Theft Auto IV. Good idea. What we find...
April 2008
6 posts
Buffalo Wild Wings Bucks the Trend; Cheesecake...
We are in the process of trying to prove out our concepts on Tickermine. We believe that point of sale trend data is a very important indicator of current and future business trends. This may seem obvious, but we’re getting resistance to this concept from the people who manage your investments. Shocking? Yes. Surprising? No. You can review TickerMine articles for the past month and you...
Reaching Out to Blogs We Like
Still Monday morning here in San Francisco. Post number 3. Not unusual for us on the activity side. Our PR team wondered if we could post once a week. Once a week? I think we can clear that hurdle. We are beginning to reach out to others in the market who we think add value and frankly can add value on top of our point of sales field data. Our first target is Eric Savitz over at Barron’s ...
New Features on TickerMine
Busy Monday for us here at TickerMine. We have just deployed some new features that we hope you all will find helpful and useful. First, we are offering a free trial of our premium Diamond Miner level of service for 30 days. This will let users see the full value of getting real time access to valuable point of sale data in detail. We are confident there is no where else to get large groups of...
Vera Wang Starts to Get Noticed at Kohl's
Good Monday morning everyone. One of the great ways to use TickerMine data is to confirm company management projections, forecasts and promises about trends and product development. We have a survey posted on the site about Kohl’s (KSS) showing that Vera Wang’s line at Kohl’s is now seen as the best selling brand of women’s clothing at the store by 29% of respondents. ...
Coming Out of the Depths - TickerMine Begins
Hi everyone, This is the beginning of our corporate blog for TickerMine. What’s TickerMine? good question. We get that one alot. TickerMine is a subscription service that offers daily reports on point of sale data for a broad range of U.S. companies. What is Point of Sale (POS) data? Another good question. Sometime POS refers to actual sales results at stores. This data is the property of...