Alternative Data Resources
Consumer Patterns – A foot traffic monitor across a lot of key consumer stocks.
E-Commerce Trends – ShipHero provides trends in eCommerce activity across various categories,
Retail Brand Tracker – Track foot traffic patterns across hundreds of retail brands.
Open Table Restaurant Tracking – Ability to track seated diner numbers across the industry.
TSA Traveler Checkpoint Numbers – Useful for Airline stocks.
Traffic Pattern Trends – Useful for Auto, Auto Parts, and Auto Retail as well as other names correlated to miles driven such as Copart (CPRT) and Murphy USA (MUSA).
Remodeling Activity – A great resource for remodeling activity useful for home improvement and building material names.
Architectural Billings Index – A monthly report that gives a lot of insight into construction related names as well as software names like Autodesk (ADSK).
Zillow Housing Data – A useful resource for assessing health of the housing market.
US Port Activity Monitor – Port activity is a leading indicator of economic growth.
AAR Weekly Rail Traffic – Rail Traffic is another leading indicator and also useful to assess volume across the rail stocks.