JaguarConsumer Weekly Callouts – February 25 (Circana, Boating, CZR, DKNG, PENN, ROST, TJX, TPX, MSOS)

Circana – For those that have been following our weekly Consumer Callouts note, its pretty evident that channel checks from all different sources are used frequently. I’m bringing this up because Circana (formerly IRI and NPD) recently launched its MULO+ data offering, expanding CPG point-of-sale coverage by approximately 15%. MULO+ is the largest expansion of the total U.S. universe since 2011 and now captures 90% of CPG dollar sales sourced from census POS data. According to RBC Capital, the e