Consumer Spending & Foot-Traffic Dashboard
Weekly dashboards combining anonymized card spend (US consumer) and foot-traffic (mapped to ticker via store-location databases) — earnings-window trend detection for the names and themes consumer funds trade.
- Engagement
- Subscription · weekly dashboard refresh · CSV + dashboard delivery
- Built for
- Consumer L/S funds · Lower-AUM consumer specialists
Consumer earnings are a four-times-a-year event, but the spending and traffic data underneath move weekly. The earnings surprise was visible in card-spend three weeks earlier — your team just didn't have the dashboard to see it.
What this is
A ready-made dashboard for consumer-focused L/S equity funds that want spending and traffic signal without staffing the panel-cleanup team. Two data planes, one dashboard:
- Card-spend signal. Anonymized credit-card transaction panel, mapped to ticker via a maintained merchant-to-name resolution table. Weekly YoY with seasonal adjustment.
- Foot-traffic signal. Anonymized device-level location data, mapped to store locations via a maintained store-locator database. Weekly YoY normalized for store-count changes.
A name flags when either series diverges materially from the consensus revenue trajectory in the eight-week window leading to the next earnings date — the period where alt-data signal is most actionable against the next print.
How it's built
Universe resolution is the work: every quarter we re-run the merchant-string-to-ticker matching, every quarter the store-locator database gets a fresh sync against the master security file. Brand consolidations, divestitures, and the long tail of misattributed transactions are tracked manually with the resolution layer. The signal generation on top of clean data is the easy half.
What you get
- Per-name weekly view: card-spend YoY, foot-traffic YoY, earnings-window divergence flag.
- Theme aggregates by category.
- CSV exports.
- Documented coverage decisions per name (what's in, what's excluded, why).
- A monthly methodology note when the resolution layer or signal model shifts.
Engagement is shape, not list.
Length and price are functions of the data and the destination. The shape below is the typical engagement.
- Length
- Subscription · weekly dashboard refresh · CSV + dashboard delivery
- Lead
- Bogdan
- Cadence
- Async, weekly
- Bar
- Production
Scoped during the discovery call against the actual data and the operation it integrates with.
Principal engineer. Architecture and most code ships through one keyboard.
Written updates between, calls when the decision needs the room.
Async correctness, capacity under burst, observability at every boundary.
Products this composes with.
Same suite, or vertical-specialized versions in another.
- Same suite · Hedge Fund Suite
Alternative Data Signal Engine
A production pipeline that ingests one or more unconventional datasets, normalizes against a fund-internal schema, and serves processed factor scores, back-tested signals, and event-time alerts to the research stack.
- Same suite · Hedge Fund Suite
Trade-Credit & Supply-Chain Score
A monthly score and supporting attribution data on every covered public company — vendor payment cadence, trade-credit balance trajectory, supplier-concentration risk, supply-chain network deltas. Delivered via API and SFTP.
What buyers ask about this one.
We can buy card-spend from the panel directly. Why this?
Because the panel data is raw and the ticker mapping is the work. We do the universe resolution (matching merchant-name strings to ticker, handling brand consolidation, dealing with the long tail of misattributed transactions), the seasonal-adjustment, and the earnings-window framing. What you get is the dashboard, not the panel — most consumer specialist funds we talk to don't want to staff the panel-cleanup team.
Which universe?
US consumer-facing public companies — roughly 400 names where card-spend and foot-traffic both have signal. Restaurants, retail, services, leisure, certain consumer-products SKUs sold through traceable channels. Coverage decisions are documented per name.
What's the dashboard look like?
Per-name view: weekly card-spend YoY, weekly foot-traffic YoY, an earnings-window flag when either series diverges materially from consensus revenue expectation. Theme views aggregate the per-name signals by category (QSR, off-price retail, etc.). CSV export for everything.
We're a $200M AUM fund — is the data licensed for our size?
Yes. The upstream panel and traffic licenses pass through with no AUM cap. Pricing on our side scales with seat count and refresh cadence, not AUM.
Pricing?
Tiered by seat count and refresh cadence. Discovery call covers both.
If the deliverable matches the gap, the next step is one call.
We'll scope length and price against your data and the operation it integrates with. No retainer, no fishing.
Bogdan and team · async-first · OP—2026