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[[Image:RW Logo.png|thumb|right|300px|Random Walk Financial logo]]

[[Image:RW Logo.png|thumb|right|300px|Random Walk Financial logo]]

'''Random Walk Financial''' is an American independent research firm focused on identifying inflections in consumer trends. Headquartered in [https://en.wikipedia.org/wiki/San_Diego San Diego], [https://en.wikipedia.org/wiki/California California], Random Walk’s team of data scientists, data visualization specialists, and software engineers maintains a proprietary system that tracks, filters, and distills millions of emails from leading brands. Random Walk shares insights and analysis from their ensemble to leading institutional investors globally.

'''[http://ranwalk.com/ Random Walk Financial]''' is an American independent research firm focused on identifying inflections in consumer trends. Headquartered in [https://en.wikipedia.org/wiki/San_Diego San Diego], [https://en.wikipedia.org/wiki/California California], [http://ranwalk.com/ Random Walk Financial]’s team of data scientists, data visualization specialists, and software engineers maintains a proprietary system that tracks, filters, and distills millions of emails from leading brands. [http://ranwalk.com/ Random Walk Financial] shares insights and analysis from their ensemble to leading institutional investors globally.<ref>[http://ranwalk.com/ Random Walk Financial official website]</ref>

==Overview==

==Overview==

After consulting on a semi-exclusive basis for several leading [https://en.wikipedia.org/wiki/Hedge_fund hedge funds], Random Walk was established in 2011. Random Walk is best known for uncovering significant inflections in struggling brick and mortars stores as well as explosive growth in subscription based internet related businesses.

After consulting on a semi-exclusive basis for several leading [https://en.wikipedia.org/wiki/Hedge_fund hedge funds], Random Walk was established in 2011. Random Walk is best known for uncovering significant inflections in struggling brick and mortars stores as well as explosive growth in subscription based internet related businesses.

In 2017, they revealed [https://en.wikipedia.org/wiki/JC_Penney JC Penney]’s (JCP) turnaround strategy was failing based on explosive growth in steep discounting category of email promotions. Later in 2018, their ensemble revealed similar dramatic changes in how [https://en.wikipedia.org/wiki/Macy%27s Macy’s] (M) was communicating with past customers and leads. Their identification of this preceded an ensuing 60% drop in share prices and several quarters of earnings misses.

In 2017, they revealed [https://en.wikipedia.org/wiki/JC_Penney JC Penney]’s ([https://finance.yahoo.com/quote/JCP/ JCP]) turnaround strategy was failing based on explosive growth in steep discounting category of email promotions. Later in 2018, their ensemble revealed similar dramatic changes in how [https://en.wikipedia.org/wiki/Macy%27s Macy’s] (M) was communicating with past customers and leads. Their identification of this preceded an ensuing 60% drop in share prices and several quarters of earnings misses.

Random Walk was successful in revealing the inflection of one of 2018-2019’s top performers in [https://en.wikipedia.org/wiki/Roku,_Inc. Roku] (ROKU) as their ensemble indicated rapid growth in new subscriber confirmations.

Random Walk was successful in revealing the inflection of one of 2018-2019’s top performers in [https://en.wikipedia.org/wiki/Roku,_Inc. Roku] ([https://finance.yahoo.com/quote/ROKU/ ROKU]) as their ensemble indicated rapid growth in new subscriber confirmations.

More recently, in summer 2019, Random Walk was successful in identifying the inflection in [https://en.wikipedia.org/wiki/The_Children%27s_Place Children’s Place] (PLCE) as their system captured and identified never sent before coupons accelerated rebates and dollar credits for their loyalty members.

More recently, in summer 2019, Random Walk was successful in identifying the inflection in [https://en.wikipedia.org/wiki/The_Children%27s_Place Children’s Place] ([https://finance.yahoo.com/quote/PLCE/ PLCE] as their system captured and identified never sent before coupons accelerated rebates and dollar credits for their loyalty members.

==Background==

==Background==

==Coverage==

==Coverage==

Random Walk maintains a history dating back to 2016 for nearly 200 brands and over 4 million total emails. This robust history enables real-time tracking of changes in how business communicate. Random Walk severely limits its client roster to prevent dilution and loss of investor edge.

Random Walk maintains a history dating back to 2016 for nearly 200 brands and over 4 million total emails. This robust history enables real-time tracking of changes in how business communicate. Random Walk severely limits its client roster to prevent dilution and loss of investor edge.

==References==

==References==