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 highlight and lend context to the most compelling issues businesses face today.

Latest Text Analytics Insights

March 20, 2019

Smartsheet Earnings: Management Commentary Clouds Otherwise Strong Gains

Smartsheet's Q4 earnings came in as expected from our earlier analysis, however our text analytics platform picked up on some interesting management commentary around net expansion rate that could lead to some trouble down the road. Is this a trap door or is Smartsheet managing expectations?
March 18, 2019

FedEx Earnings Preview: Europe and Amazon Risks Ahead of Q3

We preview FedEx's FYQ3 earnings, using our text analytics platform to revisit Europe macro and supply chain challenges that were uncovered as part of our earlier FedEx assessment on December 2018. Our prognosis for Tuesday's earnings? Continued Europe issues and Amazon risk.
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 13, 2019

Smartsheet Earnings Preview: The Secret's Out for Our 2019 Top Pick

In December we used our text analytics platform to highlight Smartsheet (SMAR) as our top pick for 2019. Smartsheet has not disappointed, so we revisit our pick and review their latest earnings sentiment to determine if Smartsheet can close out the year atop the Technology sector.
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?
March 7, 2019

Kroger Earnings Analysis: The Bill for Digital Comes Due

Kroger's 4Q earnings reveal the grocer is reeling from attacks to its core business and digital expansion. Our previous Grocery sector analysis highlighted Kroger as particularly vulnerable to these threats. Today we use our text analytics platform to further explore these takeaways in the latest earnings sentiment.
March 5, 2019

Earnings Preview: Q1 2019 Strengths & Weaknesses

With the majority of companies reporting Q1 earnings next month, we use our text analytics platform to uncover areas of strength and weakness for investors to explore based on the latest management commentary from this quarter's earnings calls.
February 28, 2019

Sentiment Analysis: Tax Refund Update - All is Well?

As the IRS reports weekly tax return data we use our text analytics platform to track and compare earnings sentiment related to this year's tax refunds. With many companies relying on consumers spending their tax refund checks we will keep a close eye on sentiment vs the weekly IRS data.
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 22, 2019

SEC Filing Analysis: When a New Risk Factor Becomes Reality for Stamps.com

What led to the big drop in Stamps.com? We used our NLP model to analyze the latest 10-Q SEC filing from Stamps.com and applied our Deception Analysis to uncover the chain of events that led to the company's significant guidance shortfall.
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.

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