Random Walk maintains the most robust and accurate ensemble of promotional activity available.
San Diego
Joined March 2015
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Excited to announce our new platform! Uncover inflections in consumer demand based on AI driven analysis of millions of email campaigns. ranwalk.com
Its a busy bee! Always listening and reporting back to your boss. Your every movement, every word you utter. instantly uploaded to AWS cloud. $AMZN
$AMZN Big tech needs more of your data to replace you! Their new spyware , err hardware is appropriately called 'Bee'. Bezos always Bee listening. Humans desperately needed one more digital device thank you! How Orwellian .
$DPZ. Pizza for a buck? Fast food & pizza continue to be insanely price sensitive. Endless discounting is likely eroding the ability to charge full price. #altdata #consumerdata
Consumers are still buying, but increasingly sensitive to discounts and are waiting for perceived value. Use our MCP to see which other brands like Carters and pulling forward too far in advance. $CRI
$NKE Over the years, when visiting clients I have been amazed how often I hear "but its a great brand". Dont let the legacy of Air Jordan, blind you to obvious quantitative metrics like declining margins, sinking sales and skyrocketing promos.
All about getting the consumer data! $DAL is really good at tracking what you like and squeezing the last buck out of your wallet for one of 15 arbitrary service levels. "basic, economy, premium economy, comfort plus, premier, business, elite, first". The are tracking you.
You're not going to believe how nasty Delta is.
Delta CEO Ed Bastian got caught trashing Elon Musk at internal meetings to explain why they rejected Starlink. But don't buy the corporate moral high ground for a second.
Delta tested Starlink, but Elon refused to let them trap passengers behind ad-tracking portals to farm and sell user data. SpaceX wanted instant connection just like home, with zero data harvesting.
So what did Delta do? They signed with Amazon’s completely untested satellite network which won't even launch fleetwide until 2028. Strictly to monetize passenger information.
United flyers get 300 Mbps; Delta flyers get dial-up and a data harvest.
Stitch Fix promotional ensemble. $SFIX Anatomy of a failing business model. Giving away core product, nonsense $500 sweepstakes, huge $250 'credits'. This is what panic looks like.
$DUOL Classic non explicit discount as a brand loses the ability to charge for core services. Ramping up of "free" features.
$YETI. 6 weeks in a row of 20% and 30% off email campaigns. Is the $50 water bottle as an accessory fad winding down? Or do people need that money for gas?
$RH Anatomy of a sale- Email marketing changes tipped of the weakness quarters before management even admitted to discounting. Our new AI can detect changes in how brands are reacting to demand changes.
Instacart $CART
Our promotional ensemble detected a substantial reduction in significant discounts early in the year with$50 off your first order" and other similar incentive campaigns drastically reduced.
The reduction in new email customer giveaways directly preceded accelerating growth: Q4 2025 showed GTV +14% at a three-year high, followed by another 13% GTV growth in Q1, and now 14% growth in Q2.
As of Aug 12, CART shares are up 35% since our unlocking of this change in messaging.
$ONON when organic demand slows, as seen with reduced growth outlook, brands attempt to hide this by switching ON promotional campaigns. We caught it did you?
Our new MCP is an unlock for inflections. Leverage AI with millions of emails to detect subtle changes in how brands like $BROS are promoting to leads. Our investor partners were able to see increased loyalty incentives ahead of reduced guide and gap down. ranwalk.com/dutch-brothers-e…
$CMG not sure if the burrito bowls are back. But our ensemble depicted a quiet confidence as management reduced promotional intensity. Our desperation index tracking "free" and other campaigns has fallen nicely. #chipotle #promotions
More friday fun with RW AI and Claude connector. Things are still crazy with #lululemon . We asked if discounts are stabilizing, the answer is a bit scary! $LULU
