SIGNALS / LIVE
Home Improvement · review-velocity demand · per-store price index · in-stock rate · assortment count US big-box review velocity -1.9% YoY · reads HD · LOW Pro-channel in-stock 96.4% · reads FERG · QXO Fixtures price index +0.4% MoM · reads MAS · FBIN · LIXIL UK Screwfix assortment +1.3% QoQ · reads KGF.L Review history back to 2006 · per-store price + inventory · weekly panel · no PII Home Improvement · review-velocity demand · per-store price index · in-stock rate · assortment count US big-box review velocity -1.9% YoY · reads HD · LOW
Alternative Data / Home Improvement

Comps and revenue, read early

A proprietary, point-in-time panel of the home-improvement and building-products complex — per-store price and inventory, active assortment, and review-velocity demand with history back to 2006. Aggregated, ticker-mapped signals that track comps and revenue direction well ahead of the quarterly print.

HDHome Depot LOWLowe's FERGFerguson QXOBeacon / distribution MAS · FBIN · LIXILfixtures KGF.LScrewfix · UK
home_improvement_panel.parquet · point-in-time
signal: "review_velocity_demand" retailer: "Home Depot", geo: "US" reviews_new_month: 214880 yoy: -0.019 // -1.9% history_from: "2006-01" price_index: 112.4 // base=100, per-store median in_stock_rate: 0.931 // 93.1% of panel SKUs active_skus: 388420 maps_to: ["HD","LOW"] as_of: "2026-08-04" basis: "aggregated · no PII"
Coverage

The category from shelf to P&L

A continuous, timestamped observation of the same SKU and store universe across the US big-box retailers, the pro-distribution channel and the branded fixtures makers — plus the UK trade counter. Every metric is point-in-time and reconstructable as of any past date, with review history reaching back nearly two decades.

Review history
since 2006
demand proxy · millions of dated product reviews
Per-store coverage
4,000+
stores & branches · price + inventory by location
Active SKUs tracked
1M+
assortment · price index · in-stock rate
Point-in-time history
weekly
reconstructable as-of any past date · no restatements
Signals

Four reads on comps & revenue

Each signal is an aggregated time series at the retailer × geo (or SKU-category) level, pre-mapped to the tickers it informs — engineered for comp nowcasting and margin modeling.

SIGNAL 01

Review-velocity demand proxy

Net new product reviews per month, aggregated by retailer and category, with history back to 2006. A long, clean proxy for unit demand and same-store sales momentum that turns before the comp print.

ReadsHDLOWKGF.L
SIGNAL 02

Per-store price index

A matched-basket price index computed per store and rolled up by region and banner, rebased to 100. Reads pricing power, promotional cadence and gross-margin trajectory across the retail and pro channels.

ReadsHDLOWFERGMASFBIN
SIGNAL 03

In-stock / availability rate

Share of panel SKUs in stock by store and category. Falling availability flags supply strain and lost sales; a sustained recovery precedes revenue normalization — a direct read on the pro-distribution names.

ReadsFERGQXOHDLOW
SIGNAL 04

Active-assortment count

Live count of distinct active SKUs by banner and category, plus additions and discontinuations. Assortment expansion signals category investment; contraction and brand-mix shifts read through to the fixtures makers.

ReadsLIXILMASFBINKGF.L
Ticker Map

Retail, pro & fixtures. One panel.

Every banner and brand is normalized to one schema and mapped to the equity whose fundamentals it drives, so the desk pulls a single blended read per name.

HDHome DepotUS big-box · per-store
LOWLowe'sUS big-box · per-store
FERGFergusonUS pro distribution
QXOBeacon / QXObuilding-products distribution
MASMascoDelta · Moen fixtures
FBINFortune BrandsMoen · fixtures & security
LIXILLIXIL / GroheAmerican Standard · Grohe
KGF.LKingfisherScrewfix · B&Q · UK
Methodology

Institutional by construction, clean by design

Engineered to pass a fund's data-diligence: point-in-time integrity, transparent aggregation and a compliance posture that keeps it usable across the desk.

Point-in-time
As-of any past date

Every price, stock state and review count is archived with its capture timestamp. Series reconstruct exactly as they stood historically — no survivorship, no look-ahead in backtests.

Aggregated
Indices, not raw feeds

We deliver retailer × geo aggregates and matched-basket indices mapped to tickers. The product is relative direction and rate of change — the reads that lead comps, not a claim on absolute sales.

Compliant
No PII, no MNPI

Derived only from publicly observable retail surfaces. No personal data, no reviewer identities, no material non-public information. GDPR-aligned and DDQ-ready.

Example Signal

US big-box review-velocity index · quarterly

An illustrative slice: the aggregated review-velocity demand index for the US big-box panel, rebased to a prior-year quarter, shown against the reported same-store comp — the lead-lag the desk trades.

Illustrative sample · review-velocity demand index (YoY %) vs reported comp · US · maps to HD / LOW
QuarterVel. index YoYReported compLead (wks)
2025-Q3+2.4%+1.1%~7
2025-Q4+0.9%+0.3%~6
2026-Q1-0.8%-0.6%~7
2026-Q2-1.9%-1.4%~6
2026-Q3*-1.2%lead

How the desk uses it

Nowcast HD / LOW same-store comps ~6–7 weeks ahead of the print from review-velocity turns.
Overlay Signal 02 (price index) to decompose comp into ticket vs traffic.
Use Signal 04 assortment shifts to read brand mix through to MAS / FBIN / LIXIL.
* current quarter is a partial, run-rate estimate · full history from 2006 · weekly refresh

Trade the tickers.
See the comp first.

Request a point-in-time sample — a retailer × geo slice with full review history and ticker mapping. We'll send a data dictionary and a backtest walkthrough.

Request a Sample