01 / Source Classification

Data Tags

Every data point in MartensOS is tagged with one of four provenance classifications:

Tag Meaning Example
REPORTED Taken directly from public company filings — 10-K, 20-F, UK Annual Reports, LSE disclosures. No interpretation applied. Dr. Martens FY2025 revenue £787.6M, from LSE:DOCS FY2025 Annual Report
SCRAPED Collected from public web sources (Trustpilot, Google, Reddit). Timestamp noted. Subject to change with live sites. Trustpilot TrustScore 2.2/5 for Dr. Martens, scraped Mar 2026
CALCULATED Derived mathematically from two or more REPORTED or SCRAPED values. Formula documented below. Aspiration Gap = (brand_heat / avg_heat) / (hard_metrics / avg_hard)
ESTIMATED Derived from partial disclosure, industry proxies, or analyst consensus. Labelled where used. Vans FY2025 revenue ~$2,100M estimated from Q1–Q3 VFC quarterly data
UNAVAILABLE Genuinely not publicly available. Private company with no disclosed financials. Red Wing Shoe Co. DTC split — private company, no filing
02 / Desirability Score

Composite Desirability Score

The Desirability Score is a 0–100 composite index for 9 heritage footwear brands across 6 half-year periods (H1 FY2023 through H2 FY2025). It was designed to surface brand health signals that lag in traditional financial reporting.

Composite Formula (Vannetti Formula)
Composite = (Brand Heat × 0.30) + (Sentiment × 0.20) + (Traffic × 0.20) + (Hard Metrics × 0.30)
Brand Heat Index 30% weight

Relative search interest for the brand name keyword on Google Trends, normalised within the 9-brand competitive set (highest brand/period = 100 anchor). Seasonal effects are preserved — UGG peaks in H2 (winter), Birkenstock peaks in H1 (summer + Barbie cultural moment in H1-FY24 = 100 anchor).

SCRAPED Google Trends — 5-year comparison, brand name keywords, global interest, Jan 2022–Mar 2026.
Brands searched: "dr martens", "birkenstock", "ugg boots", "timberland", "red wing boots", "vans shoes", "blundstone", "converse", "clarks shoes"
Sentiment Score 20% weight

Three-source sentiment composite: Trustpilot TrustScore (40%), Google product review average (30%), Reddit net-positive sentiment % from r/BuyItForLife, r/Boots, and brand subreddits (30%). Trustpilot reflects e-commerce and customer service experience; Reddit captures genuine product quality and brand love.

SCRAPED Trustpilot brand pages — scraped Mar 27, 2026
SCRAPED Reddit sentiment — r/BuyItForLife, r/Boots, brand subs — scraped Mar 2026
Formula: (TP_score/5 × 100 × 0.40) + (Google_avg/5 × 100 × 0.30) + (Reddit_pct × 0.30)
Traffic & Search 20% weight

Brand organic search volume index, normalised within the competitive set. Derived from Google Trends absolute interest level plus SimilarWeb published monthly unique visitor estimates. Seasonal effects preserved. Measures whether consumers are actively seeking the brand, independent of brand heat trends.

CALCULATED Google Trends absolute interest + SimilarWeb published estimates, normalised 0–100 within competitive set per period.
SimilarWeb data sourced from public quarterly reports where published.
Hard Metrics 30% weight

For public companies: DTC mix, revenue growth rate, and gross margin converted to 0–100 sub-scores and weighted 40/30/30. For private companies (Red Wing, Blundstone): industry proxies used; individual components marked UNAVAILABLE.

REPORTED 10-K/20-F/Annual Reports for public brands
CALCULATED Private brands use industry proxies
DTC_score = min(dtc_pct / 70, 1.0) × 100  [70%+ = perfect]
RevGrowth = min(max((growth_pct + 30) / 60, 0), 1.0) × 100
Margin = min(gross_margin_pct / 75, 1.0) × 100  [75%+ = perfect]
Aspiration Gap — Measures the ratio of brand desire (demand signal) to ownership penetration (sales volume). Formula: (brand_heat / avg_heat_in_period) / (hard_metrics / avg_hard_in_period). Values >1.0 mean consumers want the brand more than they own it — healthy scarcity. Values <1.0 suggest oversaturation or declining desire. CALCULATED
Trustpilot Scores — Scraped Mar 27, 2026

Sentiment Source Data

Brand Trustpilot Score Review Volume Reddit Sentiment Source URL
Dr. Martens 2.2 / 5 5,162 reviews 45% positive trustpilot.com/review/www.drmartens.com
Birkenstock 1.7 / 5 2,322 reviews 80% positive trustpilot.com/review/birkenstock.com
UGG 4.0 / 5 15,081 reviews 65% positive trustpilot.com/review/ugg.com
Timberland 2.5 / 5 1,037 reviews 55% positive trustpilot.com/review/www.timberland.com
Red Wing 4.5 / 5 ~60 reviews 88% positive trustpilot.com (low volume; Reddit primary)
Vans 1.8 / 5 1,030 reviews 35% positive trustpilot.com/review/www.vans.com
Blundstone 3.0 / 5 ~260 reviews 75% positive blundstone.co.uk + blundstone.com (composite)
Converse 2.0 / 5 1,425 reviews 40% positive trustpilot.com/review/www.converse.com
Clarks 4.0 / 5 53,946 reviews 55% positive trustpilot.com/review/clarks.com

Reddit sentiment sourced from r/BuyItForLife, r/Boots, and brand-specific subreddits. Net-positive defined as ratio of upvoted positive mentions to total brand mentions.

03 / Financial Dashboard

Financial KPI Sources

All financial data in the Board Intelligence dashboard comes directly from Dr. Martens public filings. No estimates. Period convention uses Dr. Martens fiscal year (ends March 31): H1 = Apr–Sep, H2 = Oct–Mar.

Period Convention (Dr. Martens FY, ends March 31)
H1-FY23 = Apr 2022 – Sep 2022  |  H2-FY23 = Oct 2022 – Mar 2023
H1-FY24 = Apr 2023 – Sep 2023  |  H2-FY24 = Oct 2023 – Mar 2024
H1-FY25 = Apr 2024 – Sep 2024  |  H2-FY25 = Oct 2024 – Mar 2025
KPI Tag Source
Group Revenue REPORTED Dr. Martens Annual Reports FY2023–FY2025 (LSE:DOCS). FY23: £1,000.3M | FY24: £877.1M | FY25: £787.6M. H-period split from interim filings and management commentary. Source: drmartensplc.com/investors/financial-highlights/
DTC Mix % REPORTED / CALCULATED H1 FY24: 50% DTC reported explicitly. FY25 full year: ~58% DTC. Other H-periods derived from EMEA/Americas/APAC regional disclosures and channel breakdown in annual investor presentations.
Gross Margin % REPORTED FY2024: 65.5% gross margin (reported). FY2025: 64.9% gross margin (reported). H-period allocation derived proportionally from disclosed full-year figures and interim cost structure.
EBITDA Margin % REPORTED / CALCULATED Full-year EBIT reported in Annual Reports: FY23: 17.6%, FY24: 13.9%, FY25: 4.7%. EBITDA margin derived by adding back D&A from operating metrics. H-period split derived proportionally.
Revenue by Region REPORTED EMEA, Americas, and APAC revenue reported separately in Dr. Martens Annual Reports for each fiscal year. Regional performance detailed in segment reporting.
04 / Peer Brand Filings

Competitor Financial Sources

Hard Metrics scores for competitor brands are sourced from their respective public filings. Fiscal year end dates differ across brands — this is important when comparing periods.

Brand / Parent Ticker FY End Filing Type Data Type
Dr. Martens LSE: DOCS March 31 UK Annual Report REPORTED
Birkenstock Holding NYSE: BIRK September 30 SEC Form 20-F REPORTED
UGG / Deckers Outdoor NYSE: DECK March 31 SEC Form 10-K REPORTED
Vans / VF Corporation NYSE: VFC Late March SEC Form 10-K + Quarterly REPORTED / ESTIMATED
Timberland / VF Corporation NYSE: VFC Late March SEC Form 10-K + Quarterly REPORTED / ESTIMATED
Converse / Nike NYSE: NKE May 31 SEC Form 10-K REPORTED
Clarks / CJC (No1) Ltd Private (UK) January 31 UK Companies House REPORTED
Red Wing Shoe Co. Private (US) Unknown None (private) UNAVAILABLE
Blundstone Private (AU) Unknown None (private) UNAVAILABLE

For private companies (Red Wing, Blundstone), Hard Metrics scores are CALCULATED from industry proxies including Zippia revenue estimates, retail channel density, and brand distribution patterns. Components are individually marked UNAVAILABLE in score breakdown.

05 / Competitive Intelligence

Intelligence Feed Sources

The competitive intelligence feed in the Financial Dashboard aggregates strategic signals about Dr. Martens and its peer brands from industry and financial media.

Category Sources
Financial performance LSE disclosure filings, SEC EDGAR press releases, IR websites (birkenstock-holding.com, ir.deckers.com, investors.nike.com, vfc.com)
Industry news WWD (Women's Wear Daily), Footwear News, Drapers, Business of Fashion, FashionNetwork
Market data Euromonitor Passport (footwear market share), Statista industry reports, FDRA (Footwear Distributors and Retailers of America)
Retail signals Stockist channel analysis, Google Shopping data, brand distribution monitoring
06 / Refresh Cadence

Data Freshness

Data Layer Last Updated Refresh Trigger
Trustpilot scores & review volumes Mar 27, 2026 Manual scrape — quarterly cadence planned
Reddit sentiment Mar 2026 Manual analysis — quarterly cadence planned
Google Trends index Mar 2026 Monthly automated pull
Dr. Martens financial data FY2025 (full year) Updated on each annual report publication
Competitor public filings FY2025 (latest available) Updated on each company's annual filing
Competitive intelligence feed Ongoing, 2024–2026 Autonomous weekly monitoring