opentable traffic consumer discretionary
What it checks
When OpenTable seated-diner traffic spikes vs the 2019 baseline, restaurant and travel stocks tend to follow over 5-20 days.
Mechanism
OpenTable State-of-Industry US seated-diner YoY% spikes 1sigma above 252d mean predict 5-20d outperformance in restaurants, hotels, airlines, ride-share, leisure REITs. Free data since March 2020 (~6yr backfill).
Signal rule
OpenTable US seated-diner-vs-2019 % z>=1.0/1.5 over 252d, holds 5/10/20d, broadcast.
Data dependencies
daily_pricesAdjusted-close OHLCV for every US-listed ticker; primary price feed.
opentable_panelWorker data table, see services/worker schema.
Expected edge
- Paper alpha
- 0.5-2%/yr
- Paper window
- 2020-03 onward
0.5-2%/yr concentrated in consumer-discretionary cross-section.
Example tickers where this is likely to fire
Illustrative only, the signal fires based on the live data, not a fixed list.
Related families
store traffic safegraphAlt-DataWeekly visits YoY +/-5% predicts SSS surprise for brick-mortar retail.
consumer sentiment sector rotationMacro / SentimentUMCSENT (Univ. of Michigan consumer sentiment) is a sufficient statistic for retail risk appetite. Sentiment z-score above +1 forecasts small-cap and consumer-discretionary outperformance over 1-3 months; below -1 forecasts defensives bid. 12m rolling z + own-name trend gates the per-ticker overlay.
Explore opentable traffic consumer discretionary on alphactor.ai
See which tickers this family is currently firing on, with live signals and rankings.