Luxury goods: Using alt data to identify brand issues at Tod’s Group
Daryl Smith, CFA, Head of Research (London)
Neudata quick view
Below we summarise findings directly sourced from one of our data providers explaining how product pricing and markdown data anticipated the difficulties the Tod’s brand was having in 2017. Specifically, this dataset identifies:
- Low growth in product lines other than footwear
- A high level of promotions on products, and
- Brand value dilution due to a vast presence in off-price channels
Below we identify this particular data vendor and provide further analysis.