For macro desks carrying coffee inside a broader basket
Know the moment the thesis stops holding
Coffee is one line in a broader ags book, so nobody's re-pulling the numbers each week — and lagging demand data means a thesis can sit stale, unflagged, for weeks before anyone thinks to look again.
- endpoint
- 1
- Data sources feeding every read
- 100+
- Data points across the coffee complex
- 10M+
A morning with Lighthouse
Getting flagged the moment the “China coffee demand is structurally growing” thesis starts to crack — Lighthouse tracks Luckin Coffee's same-store-sales trend from its SEC filings as a real-time proxy, alongside the global consumption read and the stocks divergence signal, and surfaces an alert the instant those signals diverge from the thesis, instead of anyone manually pulling and cross-checking the numbers every week.
What you get
The intelligence that matters to your desk
Demand Intelligence
Consumption trends, import flows and roaster fundamentals.
Stocks & Inventory
Where the coffee actually is, across every layer of inventory.
Supply Intelligence
Production estimates and export flows, origin by origin.
Weather & Crop Risk
Frost, drought and rainfall anomalies across the belts that move price.
Built on the sources that move price
ICE
USDA
Eurostat
IBGE
FRED
ECB
Banco Central do Brasil
SEC EDGAR
Open-Meteo
NOAA
Cecafé
Conab
FNC
VICOFA
ECX
Comexstat
NCA
SCA
GCA
European Coffee Federation
All Japan Coffee Association
Reserve your seat before launch
A fully refundable deposit holds your early-access seat and locks launch pricing. No commitment — we're validating who this is for.