Amenity Insights

Amenity Insights is the research and intelligence arm of Amenity Analytics. Powered by Amenity’s proprietary AI/NLP technology, Amenity Insights analyzes diverse pools of text data to uncover trends and information that highlights and lends context to the most compelling issues businesses face today.

Related Posts

November 27, 2019

Quarter in Review: Retail Therapy, Target & TJX

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.
March 27, 2019

Amenity Forecast Index: Upward Swing in US Outlook, Plus Macro Insights

As we close on Q1, our latest Forecast Index update reveals forward-looking commentary continues to improve, US consumer sentiment is mixed but skews positive, Juniper is the outlier with caution on 5G, plus wage and earnings pressures continue to make their presence felt.
March 15, 2019

Sentiment Analysis: Tax Refunds OK, But Retail Pressures Remain

The latest IRS weekly tax return data give us the opportunity to track and compare earnings sentiment related to this year's tax refunds. This week shows refunds continue to stabilize which means they aren't the crushing headwind for Specialty Retail, so what is? Our analysis uncovers the real headwinds.
March 8, 2019

Sentiment Analysis: Tax Refunds Stabilize, Retailers Cautious

The latest IRS weekly tax return data give us the opportunity to track and compare earnings sentiment related to this year's tax refunds. Our text analytics platform shows continued caution from retailers regarding refunds, but how much of that is truly refund related?
February 27, 2019

Lowe's Earnings Analysis: Clear Skies vs Home Depot

Our analysis of Lowe's 4Q earnings shows many similarities with Home Depot's 4Q, but one key difference was revenue. Home Depot blamed their weak 4Q on weather while Lowe's had no problems and has momentum heading to the Spring.
February 26, 2019

Home Depot Earnings Analysis: Is it the Weather or Supply Chain?

In Home Depot's 4Q earnings call our text analytics platform identifies what appears to be the makings of future supply chain constraints masked as weather issues, as well as the potential of a fallout from this year's smaller and delayed tax refunds. In total we uncover 5 key takeaways.
February 21, 2019

Amenity Forecast Index: New Themes Beneath a Stable Headline

Our weekly Forecast Index update reveals forward-looking commentary continues to improve, Europe joins China on growth concerns, and companies see less margin pressure from raw material inflation.
February 20, 2019

Home Depot vs Lowe's Earnings Preview: Navigating Crosscurrents Ahead of 4Q Earnings

We use our text analytics platform to preview next week's earnings call for Home Depot and Lowe's. Our analysis revealed key themes based on sentiment from their previous earnings, the home improvement ecosystem, and the Retail sector which investores should look for in next week's call.
January 17, 2019

This Earnings Season Leave the Rearview Mirror Behind With the Amenity Forecast Index

We introduce our U.S. corporate sentiment tracker that focuses on forward-looking commentary from quarterly earnings calls. What sets index apart from others is our text analytics allows us to capture all significant financial sentiment. We explore three key takeaways from the data.
January 10, 2019

Retail Sector Alert: Wading Through the Blood in the Streets After the Macy's Miss

Macy's disappointed with its 4Q18 sales update which reverberated throughout the Retail sector. We used our text analytics platform to go through Macy's press release and the recent earnings from key players to come up with two key takeaways which should be no surprise to our faithful readers.
January 2, 2019

2018 Q4 Earnings Sentiment: Recapping Our Top Insights

While everyone is providing 2019 outlooks and forward-looking takes we review our top 4 insights from Q4 2018 based on our readership. Using our text analytics modeling we uncovered some interesting insights that would've been extremely difficult for professionals to determine with traditional analysis. What did our readers uncover? Read on to find out.
December 20, 2018

Earnings Sentiment Analysis at Scale: FedEx is Patient Zero as Supply Chain Issues Reverberate

Our ongoing coverage of Supply Chain risk reverberated with FedEx's disappointing earnings call. Is FedEx patient zero in the Supply Chain risk? We use Viewer and its Query Insights feature to perform sentiment analysis across sectors to identify 5 key takeaways from the FedEx results.
November 28, 2018

Chico's Earnings Analysis: Is Our Retail Warning Ringing True?

Based on Viewer's earnings sentiment analysis in the Retail sector, we recently warned of supply chain issues impacting Retail in Q4. Is Chico’s the first among many in the sector to drop, or is it an outlier given it’s niche status?
November 21, 2018

Retail Sector Earnings Analysis: Beware Supply Chain Issues

We use Viewer and its Query Insights feature to analyze negative earnings sentiment across 11 companies in the retail/consumer space. The outcome? A negative outlook for the retail sector this holiday season.
November 20, 2018

Michael Kors Earnings Call Analysis: The Story Behind the Drop

The easy answer behind KORS double digit drop on Nov. 7 is that the company missed its revenue estimates, but we used Viewer to go beyond the operating performance and pull 3 insights that might have easily been missed by analysts not using natural language processing.
September 25, 2018

Nike Earnings Call Analysis: insights ahead of Nike earnings

We put the Amenity Viewer to work in preparing for tonight’s Nike earnings call, quickly drilling into the key drivers from earnings calls among competitors and channel partners. We highlight key themes and data points to watch.