Under four months until the implementation of the California Consumer Privacy Act, Amenity’s text analytics tools detect a concerning absence of commentary in quarterly earnings calls. Against the backdrop of GDPR’s recent history, we would expect significantly more focus in the Q&A between analysts and management teams. We use our platform to contextualize CCPA in the broader context of global data privacy reform.

With the peak of earnings season and Black Friday in the rear view mirror, we spent Cyber Monday using Amenity's suite of NLP tools to check on major retailers that have held earnings calls in the fourth calendar quarter of 2019. We present an analysis of the Retailing GICS Industry Group and confirm a significant bifurcation between small and large retail operations. We then offer deeper context for two widely followed retailers: Target Corporation (TGT) and The TJX Companies, Inc. (TJX). Our models uncovered evidence to suggest there may be tariff risks emerging that have not yet been fully digested by markets.