Marathon Brand: On Running and HOKA’s Quest for Athletic Royalty
Legacy sneaker giants Nike and Adidas are facing headwinds, grappling with excess inventory and criticism for a perceived lack of innovation in their sneaker lineups.  Against this backdrop, On Running and Deckers’ HOKA, two …
January 31, 2024
Temu’s Meteoric Rise: Fleeting Fancy or Sustainable Surge?
Since its debut in fall 2022, Pinduoduo Holdings’s Temu has experienced a meteoric rise rare …
December 22, 2023
EV Brand Preferences: Old Flames Burn Bright
Building on the insights from “Decoding EV Demand: Battery-Powered Bubble,” this blog examines consumer brand …
November 21, 2023
Decoding EV Demand: Battery-Powered Bubble?
Over recent years, most of the incumbent automakers significantly ramped up investments in electric vehicles …
October 27, 2023
Occam’s September 2023 CPI Forecast
CPI came in at a 3.7% increase year on year. Occam’s estimate for CPI was …
October 12, 2023
Employment Trends: Greater Heights or Wuthering Expectations?
With the headline unemployment rate reaching lows not seen in decades, and the labor force …
September 29, 2023
Curb Appeal on Wall Street: Home Depot and Lowe’s Resilience in a Challenging Housing Market
The pandemic years were a golden period for the housing market; remote work, drastically low …
September 8, 2023
Netflix Strikes Back: A Deeper Look at Password Crackdowns and Advertising
After a challenging post-covid phase marked by subscription losses that impacted revenues and its reputation …
August 22, 2023
Reality Check: Exploring Demand for Apple’s Vision Pro
As the dust settles from the unveiling of Apple’s state-of-the-art Vision Pro AR/VR headset, there’s …
August 4, 2023
Roblox: A Metaverse Winner or Child’s Play?
Originally a relatively obscure minigame website that drew in the more adventurous members of the …
July 14, 2023
Occam’s June 2023 CPI Forecast
The closely watched Core CPI (ex food and energy) for June 2023 came in at …
July 12, 2023
Out-Predicting the Consensus (Part 2): Occam’s CPI Forecast
May 2023 CPI came in at a 4.0% increase year on year. Occam’s estimate for …
June 14, 2023
Debt, Deferral, Delinquency: Occam’s Real-Time Insights Into Consumer Credit
Consumer debt has continued on a steep ascent, breaching $17 trillion for the first time …
June 9, 2023
Out-Predicting the Consensus: Occam’s Michigan Consumer Sentiment Forecast
Leveraging daily survey data from a large pool of respondents and a range of macroeconomic …
May 23, 2023
How Lulu Makes Lemonade: Inside Lululemon’s Success and Potential
Lululemon has maintained a dominant presence in the athleisure clothing sector, despite a steady influx …
May 12, 2023
Rockstars, Red Bulls, and Monsters: Who’s Consuming Energy Drinks in an Expanding Market
The history of energy drinks in the United States can be traced back to the …
May 4, 2023
When Banks Go Bust: Exploring the Effects of Recent Bank Collapses
The back-to-back failures of Silicon Valley Bank (SVB) and Signature Bank, as well as lingering …
April 27, 2023
Work in Progress: Labor Force Participation’s Slow But Sure Climb
In early December, occam’s “looking for work” metric correctly predicted a coming increase in the …
April 20, 2023
Ozempic Goes Straight to Your Thighs: Perspectives on Weight-Loss Drugs
America’s obesity problem has only worsened over the last two decades. From 1999 to 2020, …
April 13, 2023
Rise of the AI Titans: The Generative Revolution Continues
Generative AI platforms have quickly captured our collective imagination by demonstrating a capacity to revolutionize …
April 3, 2023
Cast-Iron Appetites: Consumer Resiliency and Dining Out in America
Though the restaurant industry managed to mostly survive the pandemic years by tacking away from …
March 26, 2023
A Thin Line Between Love and Hate: The Story of Crocs
Crocs, Inc. has had a dramatic impact on the footwear market over the last two …
March 10, 2023
Episode II: Jobs Number Above Expectations and Wages In Line
occam’s ML engine uses AI to predict changes in the labor market. Our data suggests …
March 9, 2023
Incredible: The State of Consumer Debt
After the economic stimulus packages of the pandemic years, consumer debt has grown progressively to …
March 2, 2023
The Year of Ulta and Sephora: What to Make of Cosmetics in 2023
Ulta Beauty (ULTA) continues to trade near all time highs and has some investors wondering …
February 18, 2023
Generative AI and its Implications on Search
ChatGPT marks the first time in history where a large percentage of the population is …
February 11, 2023
The Price of Waking Up: Coffee Chains and the Effects of Inflation
Coffee culture in the United States has never seen more of an explosive presence than …
February 5, 2023
Six Months Or Less, Guaranteed! The Trajectory of Fitness In 2023
One of the most popular New Year’s resolutions (as well as one of the most …
January 29, 2023
Keeping Score in Social Media
In earlier years, one of the central issues of the Information Age was how one …
January 22, 2023
You’ll Miss The Best Part: How Netflix Redeems Itself This Year
The last few months have been something of an acid test for Netflix, launching its …
January 15, 2023
Apple Meets Its Maker: When Cheap Manufacturing Comes Home to Roost
China has finally put an end to its zero-COVID strategy, reverting factories back to …
January 13, 2023
“All We Have Are Faster Horses”- Why the EV Industry is Not Ready For 2023
2022 was the year of the electric vehicle, taking over more than 6% of the …
January 10, 2023
Jobs Number Above Expectations and Wages In Line
occam’s ML engine uses AI to predict changes in the labor market. Our data suggests …
January 4, 2023
The Worst Kept Secret on Wall Street – The Recession is Already Here
Sure, there is no defining exactly what a recession is. What AlphaROC does know is …
December 21, 2022
The Battle for America’s Internet
Competition has increased significantly for home internet. T-Mobile and AT&T are dominating port out activity …
December 20, 2022
Primed – Amazon Has the Best Customer Base for a Slowdown
While all retail business are at risk from a slowing consumer, Amazon, thanks to Prime, …
December 8, 2022
Not Safe For Work – Understanding Lag in American Labor Force Participation
The U.S. clearly needs to get more people into the workforce as, despite low unemployment, …
December 8, 2022
And Now, Back to the Show!
Even though program quality remains middle of the pack, an advertising tier can help regain …
December 2, 2022

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