reports
- Brendan Furlong
GoPro: Positive Alt Data for Black Friday and Quarter to Date
Summary: Analyzing Eagle Edge web crawled data we show metrics for GoPro’s market share and pricing quarter to date and over the Black Friday weekend. GoPro has gained significant share of bestsellers, yet promotional activity does not appear to be aggressive Eagle Alpha Insight Online retail metrics show GoPro regaining share with relatively benign discounting. Combined, the data is positive. Promotional activity does not appear to be as bad as perceived from managements recent comments.
- Brendan Furlong
- David Jelly
GoPro: Improving Performance but Category Remains Weak
Analyzing web crawled data we show estimates of GoPro’s market share and average selling price remains robust. Google search data has also improved since Q4’17. However, interest in action cameras on a whole continues to remain weak. Eagle Alpha Insight Our metrics show a robust performance within the action camera market in Q1’18 and demand indicators are improving. However, we would need to see an improvement in demand for the category as a whole to have any conviction of a turnaround.
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