M Science continues to seek the unseen and generate alpha for our clients. With growing access to alternative data and the ability to capture and analyze large scale data, we deliver alpha-generating insights across the consumer industry and identify differentiated trends and opportunities in the market.
It has become increasingly challenging to analyze and produce estimates for consumer companies. Recently, Walmart’s earnings missed analyst expectations for the holiday period, as its eCommerce operations cooled off, overshadowing the fact that same-store sales and revenue surpassed forecasts. In addition, Walmart’s management reported eCommerce sales growth slowed as expected due to fully lapping the Jet acquisition in the quarter, yet some of the decrease in sales growth was due to “unexpected operational challenges.”
M Science’s analyst teams have been consistent providers of accurate insight for Walmart core KPI’s since Q1 2011. Our analysis of eCommerce trends suggested continued (but slowing) growth in online spend at Walmart.com and a deceleration in share trends at jet.com during the quarter.
Walmart US Online Mix and Jet.com as Percentage of Walmart US Sales
With market volatility and uncertainty, investors need empirical insights to make smarter investing decisions. At M Science, we continue to revolutionize the investment research business, pairing our comprehensive offerings of M Analysis and M Data to provide a one-stop-shop for data and analysis. Our dedicated research teams have decades of expertise working with massive amounts of unstructured data in near real-time utilizing methodologies that provide actionable intelligence.
Complementing the accuracy in our predictions for Walmart’s E-commerce trends, we also provide detailed insight and analytics into revenue & comparable store sales trends, underlying business trends at Walmart US (in-store/online), Sam’s Club, jet.com, as well as the changing dynamics of the competitive landscape.
“Our core research offering continues to allow us to utilize a mosaic of data sources and employ proprietary methodologies to produce peerless data driven intelligence” said John Tomlinson, M Science Head of Consumer. “M Science is parsing billions of data points every day to generate fresh insights and superior analysis.”
It should not be assumed that recommendations made in the future will be profitable or will equal the performance of those contained herein. Comparisons of M Science published estimates to reported results are available by emailing firstname.lastname@example.org. More information about M Science is available at http://www.adviserinfo.sec.gov/